Zachariah Ripps signed GEM Plumbing and Heating Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GEM Plumbing and Heating Co., Inc.'s EIN is 05-0400832.
Download the official 2024 Form 5500 (PDF) for GEM Plumbing and Heating Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GEM Plumbing and Heating Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDELMAN FINANICAL ENGINES, LLC | 94-3250323 | — | CONTRACT ADMINISTRATOR | $25K | — |
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 Funds Income Fund of Amer A | Mutual Funds | — | — | $624K | 10.1% | |
| Vanguard Dividend Growth Inv | Mutual Funds | — | — | $503K | 8.2% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $474K | 7.7% | |
| BlackRock High Yield Bond Instl | Other securities | — | — | $359K | 5.8% | |
| Loomis Sayles Strategic Income Fund A ** 10 Lord Abbett Bond Debentur-R6 | U.S. Treasuries | — | — | $350K | 5.7% | |
| Dodge & Cox Income Cl I | Mutual Funds | — | — | $316K | 5.1% | |
| Vanguard PRIMECAP Admiral | Mutual Funds | — | — | $276K | 4.5% | |
| Vanguard Inflation-Protected Secs Admiral | Mutual Funds | — | — | $259K | 4.2% | |
| American Funds Europacific Growth A | Mutual Funds | — | — | $247K | 4.0% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $227K | 3.7% | |
| American Funds New World A | Mutual Funds | — | — | $220K | 3.6% | |
| Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $218K | 3.5% | |
| Dodge & Cox International Stock Cl I | Mutual Funds | — | — | $201K | 3.3% | |
| Vanguard Interm-Term Treasury Admiral | Mutual Funds | — | — | $194K | 3.1% | |
| MORLEY STABLE VALUE 175 MATRIX TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $170K | 2.8% | |
| DWS Science And Technology Fund-A | Other securities | — | — | $154K | 2.5% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $150K | 2.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $138K | 2.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $132K | 2.1% | |
| American Funds Growth Fund of Amer A | Mutual Funds | — | — | $102K | 1.7% | |
| Harbor Bond Institutional | Other securities | — | — | $60K | 1.0% | |
| DFA Short Term Government Port | Mutual Funds | — | — | $57K | 0.9% | |
| DFA One-Year Fixed-Income I | Mutual Funds | — | — | $57K | 0.9% | |
| DFA US Large Company I | Mutual Funds | — | — | $54K | 0.9% | |
| DFA US Large Cap Value I | Mutual Funds | — | — | $52K | 0.8% | |
| AMG Yacktman I ** 11 BlackRock Flexible Equity Fund A | Other securities | — | — | $43K | 0.7% | |
| DWS Small Cap Core Fund-A | Other securities | — | — | $39K | 0.6% | |
| Vanguard Short-Term Investment-Grade Admiral | Mutual Funds | — | — | $35K | 0.6% | |
| DFA US Small Cap Value I | Mutual Funds | — | — | $32K | 0.5% | |
| Vanguard Federal Money Market Investor ** 634 American Funds Amer Funds Amer H/I A | Mutual Funds | — | — | $31K | 0.5% | |
| Dodge & Cox Stock Cl I | Mutual Funds | — | — | $29K | 0.5% | |
| DFA US Micro Cap I | Mutual Funds | — | — | $29K | 0.5% | |
| Davis NY Venture A | Other securities | — | — | $27K | 0.4% | |
| DFA International Value I | Mutual Funds | — | — | $26K | 0.4% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $25K | 0.4% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $21K | 0.3% | |
| DFA International Small Company I | Mutual Funds | — | — | $14K | 0.2% | |
| American Funds Invmt Co of Amer A | Mutual Funds | — | — | $14K | 0.2% | |
| DFA International Small Cap Value I | Mutual Funds | — | — | $13K | 0.2% | |
| Franklin Custom US Government Fund Cl R ** 529 Glenmede Small Cap Equity Adv | Mutual Funds | — | — | $12K | 0.2% | |
| John Hancock Disciplined Value R6 | Other securities | — | — | $12K | 0.2% | |
| DFA Emerging Markets Small Cap I | Mutual Funds | — | — | $10K | 0.2% | |
| DFA Emerging Markets I | Mutual Funds | — | — | $10K | 0.2% | |
| DFA Emerging Markets Value I | Mutual Funds | — | — | $9K | 0.2% | |
| American Funds New Perspective A | Mutual Funds | — | — | $8K | 0.1% | |
| Mairs & Power Growth Inv ** 87 PRIMECAP Odyssey Stock | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds Washington Mutual A | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $4K | <0.1% | |
| Templeton Foreign A | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
