LIAM Kelly signed General Atomics' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Atomics' EIN is 95-3735102.
Download the official 2024 Form 5500 (PDF) for General Atomics from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Atomics' plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FINANCIAL MANAGEMENT | 13-3806691 | — | NONE | $2.0M | — |
| WELLINGTON TRUST COMPANY | 04-2767481 | — | NONE | $113K | — |
| Name | EIN |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| LONG DUR CORP CREDIT SCREENED NONLE BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 27-4520291 / PN 001 | Common Collective Trust | — | $226.4M | $211.1M | 20.4% | |
| RUSSELL 1000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-6589508 / PN 001 | Common Collective Trust | — | $107.0M | $124.6M | 12.0% | |
| INSTL TR CO N A INVT FDS BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-1217136 / PN 001 | Common Collective Trust | — | $93.7M | $94.8M | 9.1% | |
| RUSSELL 3000 INDEX FUND FUND/OPEN BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3302956 / PN 001 | Common Collective Trust | — | $53.6M | $70.7M | 6.8% | |
| INTERMED GOVT BOND INDEX FUND/OPEN BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3118548 / PN 001 | Common Collective Trust | — | $66.5M | $67.9M | 6.5% | |
| WTC NA CIF INTL RESEARCH EQUITY PF WELLINGTON TRUST COMPANY, NA · EIN 04-2767481 / PN 036 | Common Collective Trust | — | $33.5M | $36.0M | 3.5% | |
| COHEN&STEERS GLOBAL REALTY-CLASS BR SEI TRUST COMPANY · EIN 47-1218827 / PN 002 | Common Collective Trust | — | $33.0M | $35.6M | 3.4% | |
| INTL ALPHA TILTS FD FUND/OPEN END BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 94-3242550 / PN 001 | Common Collective Trust | — | $30.4M | $34.7M | 3.3% | |
| HIGH YIELD BOND FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4859555 / PN 001 | Common Collective Trust | — | $22.7M | $26.1M | 2.5% | |
| INTL EQUITY FUND CIT CLASS 7A MFS INVESTMENT MANAGEMENT · EIN 57-1187281 / PN 013 | Common Collective Trust | — | $24.4M | $23.9M | 2.3% | |
| EMERGING MARKET DEBT BLEND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 204 | Common Collective Trust | — | $22.6M | $20.9M | 2.0% | |
| COLLECT SHORT TERM INVESTMENT FUND NORTHERN TRUST INVESTMENT, NA · EIN 45-6138589 / PN 084 | Common Collective Trust | — | $17.6M | $17.6M | 1.7% | |
| WORLD REAL ESTATE SEC FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4175415 / PN 001 | Common Collective Trust | — | $15.8M | $16.1M | 1.6% | |
| TREASURY US 25+ YR KEY RATE DUR NL BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-3856224 / PN 001 | Common Collective Trust | — | $37.6M | $15.6M | 1.5% | |
| MSCI ACWI EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 27-1709876 / PN 001 | Common Collective Trust | — | $12.9M | $15.5M | 1.5% | |
| MFO MAINSTAY MACKAY HIGH YIELD CORPORATE BOND FUND | Other securities | — | $14.9M | $14.6M | 1.4% | |
| EMERGING MARKETS ALPHA TILTS FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 27-0793907 / PN 001 | Common Collective Trust | — | $13.3M | $13.9M | 1.3% | |
| TREAS US 10 YR KEY RATE DUR NL FD A BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4226866 / PN 001 | Common Collective Trust | — | $24.0M | $11.6M | 1.1% | |
| MFO JPMORGAN TR I EMERGING MKTS EQUITY FD CL R6 | Other securities | — | $11.5M | $11.4M | 1.1% | |
| MFO DFA EMERGING MARKETS EX CHINA EQ PORT | Mutual Funds | — | $11.1M | $11.2M | 1.1% | |
| TREASURY US 5 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 47-4104495 / PN 001 | Common Collective Trust | — | $12.1M | $10.3M | 1.0% | |
| JPM EMBI GLBL DIV IDX FD C FUND/OPE BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 83-2484374 / PN 001 | Common Collective Trust | — | $6.9M | $7.4M | 0.7% | |
| EMERGING MARKETS LOCAL CURRENCY CL1 BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 46-4236083 / PN 001 | Common Collective Trust | — | $7.1M | $7.3M | 0.7% | |
| GLOBAL CREDIT OPPORTUNITIES II FUND LP | Other securities | — | $7.6M | $6.7M | 0.6% | |
| TREAS US 15 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-3856099 / PN 001 | Common Collective Trust | — | $17.2M | $6.6M | 0.6% | |
| CLCT INVST GLBL SM-CAP EQU CIT CL B ACADIAN COLLECTIVE INVESTMENT TRUST · EIN 47-3984728 / PN 081 | Common Collective Trust | — | $6.2M | $6.1M | 0.6% | |
| MFO ROWE T PRICE INTERNATIONAL FUNDS GBL HIGH INC I | Common Stocks | — | $6.4M | $6.0M | 0.6% | |
| BLACKROCK PRIVATE OPPORTUNITIES FUND V LP | Other securities | — | $3.8M | $4.6M | 0.4% | |
| TREAS US 20 YR KEY RATE DUR NL FD BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 45-3856189 / PN 001 | Common Collective Trust | — | $4.3M | $2.5M | 0.2% | |
| BLACKROCK SECONDARIES & LIQUIDITY SOLUTIONS II LUX | Other securities | — | $675K | $675K | <0.1% | |
| BLACKROCK PRIVATE EQUITY PRIMARIES | Other securities | — | $300K | $262K | <0.1% | |
| HARRIS ASSOC OAKMARK INTL COL FD SEI TRUST COMPANY · EIN 27-4432919 / PN 614 | Common Collective Trust | — | — | $0 | <0.1% | |
| RUSSELL 1000 INDEX NONLENDABLE FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, NA · EIN 26-4040281 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| United States dollar | Other securities | — | -$104K | -$104K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MILLIMAN USA | 91-0675641 | — | NONE | $1.4M | — |
| MERCER | 13-2834414 | — | NONE | $204K | — |
| NORTHERN TRUST | 36-1561860 | — | NONE | $164K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | NONE | $110K | — |
| PRUDENTIAL TRUST COMPANY | 23-6994310 | — | NONE | $63K | — |
| PILLSBURY WINTHROP LLP | 94-1311126 | — | NONE | $49K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $36K | — |
