Courtenay Milliron signed Marina PDR Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marina PDR Operations, LLC's EIN is 87-2486532.
Download the official 2024 Form 5500 (PDF) for Marina PDR Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marina PDR Operations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. COM. OF AMERIC | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Bank State Street Target Retirement 2050 Fd K | Other securities | — | — | $125K | 22.1% | |
| State Street Bank State Street Target Retirement 2035 Fd K | Other securities | — | — | $97K | 17.1% | |
| State Street Bank State Street Target Retirement 2055 Fd K | Other securities | — | — | $67K | 11.8% | |
| State Street Bank State Street Target Retirement 2040 Fd K | Other securities | — | — | $66K | 11.7% | |
| State Street Bank State Street Target Retirement 2045 Fd K | Other securities | — | — | $61K | 10.8% | |
| State Street Bank State Street Target Retirement 2060 Fd K | Other securities | — | — | $53K | 9.4% | |
| State Street Bank State Street Target Retirement 2065 Fd K | Other securities | — | — | $28K | 5.0% | |
| State Street Bank State Street Target Retirement 2030 Fd K | Other securities | — | — | $26K | 4.7% | |
| JP Morgan JPMorgan U.S. Value R6 | Other securities | — | — | $26K | 4.6% | |
| State Street Bank State Street Target Retirement 2025 Fd K | Other securities | — | — | $7K | 1.3% | |
| State Street Bank State Street Target Retirement 2020 Fd K | Other securities | — | — | $4K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
