Darrell Wright signed FIF St George LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FIF St George LLC's EIN is 87-4155245.
Download the official 2024 Form 5500 (PDF) for FIF St George LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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 | — | — | $997K | 21.8% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $904K | 19.8% | |
| SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $604K | 13.2% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $409K | 9.0% | |
| iShares Core MSCI EAFE ETF " ** 339 b iShares Core S&P Total U.S. Stock Market ETF " ** 20 b iShares Core Total US Bond Market ETF " | Other securities | — | — | $333K | 7.3% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $297K | 6.5% | |
| Plan Year Transferred Late to Plan (1) Not Corrected Outside VFCP | Other securities | — | $255K | $255K | 5.6% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $214K | 4.7% | |
| Schwab U.S. Mid-Cap ETF " ** 174 b SPDR S&P 600 Small Cap Value ETF " | Mutual Funds | — | — | $163K | 3.6% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $95K | 2.1% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $75K | 1.6% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $67K | 1.5% | |
| Goldman Sachs Access Investment Grade Corp Bond ETF " | Common Stocks | — | — | $63K | 1.4% | |
| Goldman Sachs ActiveBeta Europe Equity ETF " | Other securities | — | — | $58K | 1.3% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $48K | 1.0% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $35K | 0.8% | |
| Vanguard LongTerm Government Bond " | U.S. Treasuries | — | — | $27K | 0.6% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | Other securities | — | — | $25K | 0.5% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $23K | 0.5% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange traded fund | Other securities | — | — | $17K | 0.4% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " | Other securities | — | — | $14K | 0.3% | |
| Vanguard US Total Bond Market ETF " | Mutual Funds | — | — | $14K | 0.3% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $14K | 0.3% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $11K | 0.2% | |
| Goldman Sachs Access High Yield Corporate Bond ETF " | Other securities | — | — | $8K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $8K | 0.2% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 45 b iShares 0-5 Year TIPS Bond ETF " | Mutual Funds | — | — | $5K | 0.1% | |
| JP Morgan Ultra-Short Income " | Other securities | — | — | $4K | <0.1% | |
| Schwab U.S. Broad Market ETF " | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
