Michelle DUNN signed SP Vessel Buyer LLC 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SP Vessel Buyer LLC 401(k) Plan's EIN is 85-3313356.
Download the official 2024 Form 5500 (PDF) for SP Vessel Buyer LLC 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SP Vessel Buyer LLC 401(k) Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | 56-2375265 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | — | SANTA MONICA, CA | INVESTMENT ADVISOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $8.8M | 90.1% | |
| MYCOMPASS AMERICAN FUNDS 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271370 / PN 001 | Common Collective Trust | — | — | $1.9M | 19.6% | |
| MYCOMPASS AMERICAN FUNDS 2040 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271369 / PN 001 | Common Collective Trust | — | — | $1.6M | 16.0% | |
| MYCOMPASS AMERICAN FUNDS 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271368 / PN 001 | Common Collective Trust | — | — | $1.3M | 13.8% | |
| MYCOMPASS AMERICAN FUNDS 2050 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271371 / PN 001 | Common Collective Trust | — | — | $968K | 9.9% | |
| MYCOMPASS AMERICAN FUNDS 2030 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271367 / PN 001 | Common Collective Trust | — | — | $790K | 8.1% | |
| MYCOMPASS AMERICAN FUNDS 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271372 / PN 001 | Common Collective Trust | — | — | $782K | 8.0% | |
| MYCOMPASS AMERICAN FUNDS 20125 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271366 / PN 001 | Common Collective Trust | — | — | $687K | 7.0% | |
| MYCOMPASS AMERICAN FUNDS 2020 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271365 / PN 001 | Common Collective Trust | — | — | $392K | 4.0% | |
| MYCOMPASS AMERICAN FUNDS 2060 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271373 / PN 001 | Common Collective Trust | — | — | $262K | 2.7% | |
| [Assets held in participant loans] | Other | — | — | $206K | 2.1% | |
| MYCOMPASS AMERICAN FUNDS 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271374 / PN 001 | Common Collective Trust | — | — | $121K | 1.2% | |
| [Assets held in pooled separate account] | Other | — | — | $46K | 0.5% | |
| MYCOMPASS AMERICAN FUNDS 2015 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271364 / PN 001 | Common Collective Trust | — | — | $30 | <0.1% |
