Carney KIM signed Alexander & Baldwin, LLC, Series T's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alexander & Baldwin, LLC, Series T's EIN is 81-4753934.
Download the official 2024 Form 5500 (PDF) for Alexander & Baldwin, LLC, Series T from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alexander & Baldwin, LLC, Series T's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $53K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| A & B LLC, SERIES T MASTER TRUST ALEXANDER & BALDWIN, LLC, SERIES T · EIN 81-4753934 / PN 008 | Master Trust | — | — | $63.3M | 97.9% | |
| FID GROWTH CO K6 | Mutual Funds | — | $8.1M | $14.6M | 22.6% | |
| VANG VAL INDEX INST | Other securities | — | $4.5M | $6.5M | 10.0% | |
| NT S&P 500 INDEX | Common Collective Trusts | — | $3.3M | $6.0M | 9.3% | |
| GALLIARD STBLE RTN C | Other securities | — | $3.1M | $3.7M | 5.8% | |
| FID FREEDOM 2035 K6 | Mutual Funds | — | $2.6M | $2.7M | 4.2% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | $2.7M | $2.7M | 4.2% | |
| JPM CORE PLUS BND R6 | Other securities | — | $2.5M | $2.5M | 3.8% | |
| COMMON STOCK | Common Stocks | — | $1.1M | $1.8M | 2.9% | |
| MM MID CAP GRTH I | Other securities | — | $2.1M | $1.8M | 2.7% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | $1.8M | $1.7M | 2.7% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $1.5M | $1.7M | 2.6% | |
| FID FREEDOM 2020 K6 | Mutual Funds | — | $1.6M | $1.5M | 2.3% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | $1.2M | $1.4M | 2.1% | |
| NT AGGREG BOND INDEX | Other securities | — | $1.3M | $1.3M | 2.0% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $1.1M | $1.2M | 1.8% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | $952K | $1.1M | 1.6% | |
| C&S REAL ESTATE Z | Other securities | — | $956K | $1.0M | 1.6% | |
| AS SPL SM CAP VAL R6 | Other securities | — | $912K | $979K | 1.5% | |
| CASH | Cash / Money Market | — | $909K | $909K | 1.4% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | $786K | $899K | 1.4% | |
| NT EXT EQ MKT IDX | Common Collective Trusts | — | $463K | $742K | 1.1% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $805K | $740K | 1.1% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $674K | $687K | 1.1% | |
| NT ACWI EX-US INDEX | Other securities | — | $551K | $675K | 1.0% | |
| HTFD INTL OPPS R6 | Other securities | — | $604K | $603K | 0.9% | |
| DRIEHAUS EM GRTH IS | Other securities | — | $543K | $519K | 0.8% | |
| FIDELITY FUND | Mutual Funds | — | $353K | $353K | 0.5% | |
| LOOMIS SM CP GRTH N | Other securities | — | $322K | $346K | 0.5% | |
| A&B STOCK A&B STOCK | Other securities | — | $405K | $339K | 0.5% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $305K | $305K | 0.5% | |
| CERT. OF DEP. | Other securities | — | $292K | $292K | 0.5% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | $226K | $257K | 0.4% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $239K | 0.4% | |
| VAN FTSE SOC IDX ADM | Common Collective Trusts | — | $74K | $96K | 0.1% | |
| FID FREEDOM 2010 K6 | Mutual Funds | — | $37K | $37K | <0.1% | |
| FID FREEDOM INC K6 | Mutual Funds | — | $10K | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $17K |
| — |
