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, 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 |
|---|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | 94-3250323 | — | CONTRACT ADMINISTRATOR | $95K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Dividend Growth Inv | Mutual Funds | — | — | $1.9M | 7.3% | |
| BlackRock High Yield Bond Instl | Other securities | — | — | $1.9M | 7.2% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $1.8M | 6.9% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.6M | 6.3% | |
| Lord Abbett Bond Debentur-R6 | U.S. Treasuries | — | — | $1.4M | 5.5% | |
| Dodge & Cox Income Cl I | Mutual Funds | — | — | $1.4M | 5.4% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | — | $1.3M | 5.0% | |
| Vanguard Inflation-Protected Secs Admiral | Mutual Funds | — | — | $1.2M | 4.5% | |
| Vanguard Interm-Term Treasury Admiral | Mutual Funds | — | — | $1.1M | 4.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.0M | 3.9% | |
| American Funds Europacific Growth A | Mutual Funds | — | — | $997K | 3.8% | |
| Vanguard GNMA Admiral | Agency / Mortgage-Backed | — | — | $885K | 3.4% | |
| Dodge & Cox International Stock Cl I | Mutual Funds | — | — | $759K | 2.9% | |
| American Funds New World A | Mutual Funds | — | — | $755K | 2.9% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $631K | 2.4% | |
| DFA US Large Company I | Mutual Funds | — | — | $508K | 2.0% | |
| DFA Five-Year Global Fixed-Income I | Mutual Funds | — | — | $504K | 1.9% | |
| DFA Short Term Government Port | Mutual Funds | — | — | $504K | 1.9% | |
| DFA US Large Cap Value I | Mutual Funds | — | — | $503K | 1.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $436K | 1.7% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | Participant loans | — | — | $417K | 1.6% | |
| MORLEY STABLE VALUE I75 MATRIX TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $411K | 1.6% | |
| DFA US Small Cap Value I | Mutual Funds | — | — | $306K | 1.2% | |
| DFA International Value I | Mutual Funds | — | — | $258K | 1.0% | |
| DFA US Micro Cap I | Mutual Funds | — | — | $256K | 1.0% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $243K | 0.9% | |
| American Funds Washington Mutual A | Mutual Funds | — | — | $200K | 0.8% | |
| DWS Science And Technology Fund-A | Other securities | — | — | $183K | 0.7% | |
| American Funds Income Fund of Amer A | Mutual Funds | — | — | $158K | 0.6% | |
| American Funds Growth Fund of Amer A | Mutual Funds | — | — | $142K | 0.5% | |
| DFA International Small Company I | Mutual Funds | — | — | $140K | 0.5% | |
| John Hancock Disciplined Value R6 | Other securities | — | — | $128K | 0.5% | |
| Franklin Cust US Govt Fund Cl R ** 6 Glenmede Small Cap Equity Adv | Mutual Funds | — | — | $123K | 0.5% | |
| DFA International Small Cap Value I | Mutual Funds | — | — | $121K | 0.5% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $115K | 0.4% | |
| DFA Emerging Markets Small Cap I | Mutual Funds | — | — | $96K | 0.4% | |
| Davis NY Venture A ** 400 DFA Emerging Markets I | Mutual Funds | — | — | $94K | 0.4% | |
| DFA Emerging Markets Value I | Mutual Funds | — | — | $75K | 0.3% | |
| BlackRock Flexible Equity Fund A | Other securities | — | — | $66K | 0.3% | |
| Vanguard Short-Term Investment-Grade Adm | Mutual Funds | — | — | $56K | 0.2% | |
| Vanguard Windsor Adm | Mutual Funds | — | — | $50K | 0.2% | |
| Loomis Sayles Strategic Income Fund A | Other securities | — | — | $46K | 0.2% | |
| DWS Small Cap Core Fund-A | Other securities | — | — | $43K | 0.2% | |
| Mairs & Power Growth Inv | Other securities | — | — | $39K | 0.2% | |
| American Funds Invmt Co of Amer A | Mutual Funds | — | — | $38K | 0.1% | |
| Harbor Bond Institutional | Other securities | — | — | $35K | 0.1% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $25K | <0.1% | |
| Pimco Total Return A ** 3 PRIMECAP Odyssey Stock | Mutual Funds | — | — | $22K | <0.1% | |
| American Funds New Perspective A | Mutual Funds | — | — | $20K | <0.1% | |
| Templeton Foreign A | Mutual Funds | — | — | $8K | <0.1% |
