Robert Murray signed Gilbane Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gilbane Inc.'s EIN is 05-0147010.
Download the official 2024 Form 5500 (PDF) for Gilbane Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gilbane Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $370K | — |
| GYL FINANCIAL SYNERGIES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RETIREMENT DATE TR GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $289.4M | 28.9% | |
| Invesco S&P 500 Index Fund Class C | Common Collective Trusts | — | — | $132.9M | 13.3% | |
| T. Rowe Price Institutional Large Cap Growth Fund | Other securities | — | — | $86.0M | 8.6% | |
| Guaranteed Insurance Contract ** Prudential Retirement Insurance and Annuity Company Prudential Guaranteed Deposit Fund | Common Stocks | — | — | $60.0M | 6.0% | |
| American Funds Fundamental Investors Class R6 | Mutual Funds | — | — | $51.4M | 5.1% | |
| Hartford Dividend and Growth Fund Class Y | Other securities | — | — | $51.2M | 5.1% | |
| American Century Retirement Date 2045 Trust XXIV Fund | Other securities | — | — | $46.9M | 4.7% | |
| Fidelity Balanced Fund Class K | Mutual Funds | — | — | $45.8M | 4.6% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $43.9M | 4.4% | |
| JPMorgan Core Plus Bond Fund Class R6 | Other securities | — | — | $40.1M | 4.0% | |
| American Century Retirement Date 2030 Trust XXIV Fund | Other securities | — | — | $39.0M | 3.9% | |
| American Century Retirement Date 2050 Trust XXIV Fund | Other securities | — | — | $38.5M | 3.9% | |
| Franklin Small Cap Growth Fund Class R6 | Mutual Funds | — | — | $36.8M | 3.7% | |
| American Funds EuroPac Growth Fund Class R6 | Mutual Funds | — | — | $35.0M | 3.5% | |
| American Century Retirement Date 2040 Trust XXIV Fund | Other securities | — | — | $34.9M | 3.5% | |
| American Century Retirement Date 2025 Trust XXIV Fund | Other securities | — | — | $33.5M | 3.3% | |
| American Century Retirement Date 2055 Trust XXIV Fund | Other securities | — | — | $30.9M | 3.1% | |
| American Century Retirement Date 2035 Trust XXIV Fund | Other securities | — | — | $28.8M | 2.9% | |
| Fidelity Low Priced Stock Fund Class K | Mutual Funds | — | — | $26.4M | 2.6% | |
| Vanguard Small Cap Value Index Fund Institutional Shares | Common Collective Trusts | — | — | $20.3M | 2.0% | |
| Collective Trust Funds American Century Income Retirement Trust XXIV Fund | Common Collective Trusts | — | — | $18.8M | 1.9% | |
| American Century Retirement Date 2060 Trust XXIV Fund | Other securities | — | — | $15.6M | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $12.4M | 1.2% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $11.2M | 1.1% | |
| Common Collective Trust Fund * Fidelity MIP II Class I Fund | Common Collective Trusts | — | — | $9.1M | 0.9% | |
| FID MGD INC PORT II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $9.1M | 0.9% | |
| through December 2029, collateralized by participants' vested account balances | Other securities | — | — | $7.0M | 0.7% | |
| Vanguard Intermediate Term Bond Index Fund Institutional Shares | Common Collective Trusts | — | — | $6.5M | 0.6% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $3.8M | 0.4% | |
| American Century Retirement Date 2065 Trust XXIV Fund | Other securities | — | — | $2.4M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 81-3263476 |
| — |
| CONSULTANT |
| $100K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKE LORD | 74-1164324 | — | ATTORNEY/LEGAL | $48K | — |