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 ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.1M | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $316K | — |
| Name | EIN | Location |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | $3.6M | $427.4M | 15.4% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage Account | Self-Directed Brokerage | — | $239.6M | $239.6M | 8.7% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | $1.8M | $192.2M | 6.9% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | $1.6M | $168.5M | 6.1% | |
| American Funds Euro Pacific Growth R6 Registered Investment Company | Mutual Funds | — | $3.1M | $165.6M | 6.0% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | $1.8M | $161.6M | 5.8% | |
| FRANKLIN GROWTH GG TRUST CIT S GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 360 | Common Collective Trust | — | $5.9M | $139.5M | 5.0% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | $1.2M | $127.3M | 4.6% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | $5.8M | $122.1M | 4.4% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | $1.2M | $112.1M | 4.1% | |
| THE VANGUARD RETIREMENT SAVINGS TRS VANGUARD FIDUCIARY TRUST COMPANY · EIN 98-7041744 / PN 024 | Common Collective Trust | — | $102.0M | $102.0M | 3.7% | |
| Baird Core Plus Bond Fund Institutional Class Registered Investment Company | Common Stocks | — | $9.5M | $95.1M | 3.4% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $84.8M | 3.1% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | $1.0M | $84.3M | 3.0% | |
| VANGUARD INSTITUTIONAL EXTND MKT ID VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $83.1M | 3.0% | |
| Janus Henderson Balanced N Registered Investment Company | Mutual Funds | — | $1.7M | $77.9M | 2.8% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $59.8M | 2.2% | |
| WILMINGTON TRUST MFS MID CAP GRWTH GREAT GRAY TRUST COMPANY, LLC · EIN 92-1941236 / PN 597 | Common Collective Trust | — | $3.3M | $55.7M | 2.0% | |
| Franklin US Government Securities R6 Registered Investment Company | Mutual Funds | — | $10.2M | $51.0M | 1.8% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735989 / PN 001 | Common Collective Trust | — | — | $50.7M | 1.8% | |
| VICTORY SMALL CAP VALUE COLLECTIVE GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $50.5M | 1.8% | |
| Participant loans 4.25 percent to 9.5 percent through 2039 | Participant loans | — | $48.0M | $48.0M | 1.7% | |
| VANGUARD TRGT RETIRE TRUSTPLUS INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $25.9M | 0.9% | |
| Vanguard Target Retirement Trust Plus Income Common / Collective Trust 461 | Common Collective Trusts | — | — | $25.9M | 0.9% | |
| Causeway Emerging Markets institutional Registered Investment Company | Common Stocks | — | $1.7M | $18.9M | 0.7% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $17.1M | 0.6% | |
| Vanguard Cash Reserve Federal Money Market Admiral Registered Investment Company | Mutual Funds | — | $4.0M | $4.0M | 0.1% | |
| VANGUARD TRGT RETIRE TRUSTPLUS 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $2.5M | <0.1% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| THE VANGUARD TARGET RETIRE INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / 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.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| ENVESTNET ASSET MGMT INC. | 36-4319587 | — | NONE | $16K | — |
| CREATIVE CAPITAL MGMT INVESTMENTS | 81-3215434 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | NONE | $60K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $8K | — |
| OAK SUMMIT WEALTH MGMT INV. | 33-0960340 | — | NONE | $7K | — |
