Lauren Bocek signed Goldbelt, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goldbelt, Incorporated's EIN is 92-0045465.
Download the official 2024 Form 5500 (PDF) for Goldbelt, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goldbelt, Incorporated'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 |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $136K | — |
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | NONE | $45K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE 2045 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $13.1M | 16.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.1M | 13.9% | |
| FLEXPATH INDEX+ MODERATE 2035 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $10.9M | 13.7% | |
| FLEXPATH INDEX+ MODERATE 2055 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $7.9M | 9.8% | |
| FLEXPATH INDEX+ MODERATE RETIREMENT GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $7.3M | 9.1% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $5.5M | 6.8% | |
| Vanguard Wellington Admiral Shares | Mutual Funds | — | — | $3.4M | 4.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.0M | 3.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $2.2M | 2.7% | |
| INTERNATIONAL EQUITY FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $2.0M | 2.5% | |
| MID CAP GROWTH FUND II GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.3% | |
| FLEXPATH STABLE VALUE FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| FLEXPATH INDEX+ MODERATE 2065 GREAT GRAY TRUST COMPANY · EIN 37-7271382 / PN 763 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $1.3M | 1.6% | |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.3M | 1.6% | |
| BLACKROCK US DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $956K | 1.2% | |
| Participant loans Interest rates of 4.25% to 9.5% - | Bonds / Notes | — | — | $905K | 1.1% | |
| SMALL CAP GROWTH FUND II GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $752K | 0.9% | |
| COHEN & STEERS COLLECTIVE INVESTMEN SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $537K | 0.7% | |
| CORE PLUS BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $464K | 0.6% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $434K | 0.5% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIREME GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $409K | 0.5% | |
| MID CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $269K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $266K | 0.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $182K | 0.2% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $134K | 0.2% | |
| Great Gray Collective Investment T Flex Index Fund | Common Collective Trusts | — | — | $118K | 0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2065 GREAT GRAY TRUST COMPANY · EIN 37-7271381 / PN 762 | Common Collective Trust | — | — | $118K | 0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $116K | 0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $98K | 0.1% | |
| SMALL CAP VALUE FUND II GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $84K | 0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $77K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2045 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $42K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $31K | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2065 GREAT GRAY TRUST COMPANY · EIN 37-7271383 / PN 764 | Common Collective Trust | — | — | $227 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH EMERGING MARKETS FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
