Beverly Roberson signed Garver, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Garver, LLC's EIN is 01-0733400.
Download the official 2024 Form 5500 (PDF) for Garver, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Garver, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $114K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN MANAGEMENT CO | 71-0496439 | — | ADVISOR/INVESTMENT ADV | $95K | — |
| CAPTRUST | 26-0058143 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $35.7M | 20.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $19.7M | 11.2% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $16.4M | 9.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $14.0M | 7.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $13.7M | 7.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $9.8M | 5.6% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $9.1M | 5.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $8.3M | 4.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $7.3M | 4.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $6.4M | 3.6% | |
| Self-directed brokerage accounts Various units | Self-Directed Brokerage | — | — | $6.0M | 3.4% | |
| iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $4.6M | 2.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $4.1M | 2.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $3.6M | 2.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $2.9M | 1.7% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $2.3M | 1.3% | |
| with various maturities - | Other securities | — | — | $2.2M | 1.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $2.1M | 1.2% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $1.9M | 1.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.5M | 0.8% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $259K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $12K |
| — |
