Darrell Wright signed FIF St George LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FIF St George LLC's EIN is 87-0551051.
Download the official 2022 Form 5500 (PDF) for FIF St George LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)FIF St George LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $610K | 22.8% | |
| Vanguard Emerging Markets Government Bond ETF " ** 127 b Vanguard FTSE Developed Markets " | U.S. Treasuries | — | — | $499K | 18.7% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $285K | 10.7% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $278K | 10.4% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $162K | 6.1% | |
| Vanguard Mid-Cap Value ETF " | Mutual Funds | — | — | $135K | 5.1% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $126K | 4.7% | |
| Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $116K | 4.3% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $96K | 3.6% | |
| iShares Core S&P Total U.S. Stock Market ETF " ** 13 b iShares Core Total US Bond Market ETF " | Other securities | — | — | $87K | 3.3% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $52K | 2.0% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $48K | 1.8% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $38K | 1.4% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $26K | 1.0% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $25K | 0.9% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $23K | 0.9% | |
| Vanguard US Total Bond Market ETF " | Mutual Funds | — | — | $15K | 0.5% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " ** 718 b Goldman Sachs Access Invest. Grade Corporate Bond ETF " | Other securities | — | — | $15K | 0.5% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange traded fund | Other securities | — | — | $12K | 0.4% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 711 b iShares 0-5 Year TIPS Bond ETF " | Mutual Funds | — | — | $10K | 0.4% | |
| Schwab U.S. Broad Market ETF " ** 785 b Schwab U.S. Large-Cap Value ETF " ** 211 b Schwab U.S. TIPS ETF " | Mutual Funds | — | — | $5K | 0.2% | |
| iShares Short-Term Treasury Bond ETF " ** 31 b iShares S&P Mid-Cap Value ETF " ** 43 b JP Morgan Ultra-Short Income " ** 702 b Schwab International Equity ETF " | U.S. Treasuries | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
