Sarah Watkins signed Safe Boats International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Safe Boats International, LLC's EIN is 91-1737896.
Download the official 2024 Form 5500 (PDF) for Safe Boats International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Safe Boats International, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAYNE HUMMER INVESTMENTS, LLC | 36-1245570 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.2M | 14.8% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $2.0M | 13.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $2.0M | 13.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.6M | 10.9% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.0M | 6.9% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $947K | 6.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $842K | 5.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $767K | 5.2% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $615K | 4.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $445K | 3.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $354K | 2.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $349K | 2.3% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $334K | 2.2% | |
| CORE PLUS BOND FD - R1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $293K | 2.0% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $144K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $122K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $114K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $108K | 0.7% | |
| GS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $107K | 0.7% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $91K | 0.6% | |
| CLEARBRIDGE INTERN GWTH IS | Registered Investment Companies | — | — | $66K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
