Marie Lee signed Gilman Brothers Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gilman Brothers Co.'s EIN is 06-0362320.
Download the official 2024 Form 5500 (PDF) for Gilman Brothers Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gilman Brothers Co.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AIG SECURITIES A K A SAGEPOINT ADVI | — | SAN DIEGO, CA |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MORGAN STANLEY US GOVT MONEY R | Registered Investment Companies | — | — | $1.1M | 36.5% | |
| INVESCO EQUAL-WEIGHT S&P 500 A | Registered Investment Companies | — | — | $248K | 8.3% | |
| COLUMBIA SELECT LRGCP VAL A | Registered Investment Companies | — | — | $205K | 6.9% | |
| COLUMBIA SELECT LG CP EQUITY A | Registered Investment Companies | — | — | $186K | 6.2% | |
| CALAMOS GLOBAL OPPORTUNITIES A | Registered Investment Companies | — | — | $170K | 5.7% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $127K | 4.2% | |
| INVESCO COMSTOCK Y | Registered Investment Companies | — | — | $121K | 4.1% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $116K | 3.9% | |
| MS DISCOVERY PORTFOLIO - A | Registered Investment Companies | — | — | $112K | 3.7% | |
| INVESCO SMALL CAP VALUE A | Registered Investment Companies | — | — | $96K | 3.2% | |
| JPMORGAN EMERG MKT EQ - A | Registered Investment Companies | — | — | $91K | 3.1% | |
| INVESCO GOLD & SPEC MIN -A | Registered Investment Companies | — | — | $90K | 3.0% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $75K | 2.5% | |
| JPMORGAN SHORT DURATION BOND-A | Registered Investment Companies | — | — | $61K | 2.0% | |
| NATIONWIDE SMALL CAP INDEX A | Registered Investment Companies | — | — | $31K | 1.0% | |
| BLK ENERGY OPPORTUNITIES - A | Registered Investment Companies | — | — | $17K | 0.6% | |
| AMER FUNDS CAP WRLD BOND - R5 | Registered Investment Companies | — | — | $17K | 0.6% | |
| PGIM JENN NATURAL RESOURCES A | Registered Investment Companies | — | — | $15K | 0.5% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $14K | 0.5% | |
| INVESCO CORPORATE BOND A | Registered Investment Companies | — | — | $12K | 0.4% | |
| NYLI MACKAY HY CORP BOND R2 | Registered Investment Companies | — | — | $11K | 0.4% | |
| AMERICAN CENT GOVT BOND - A | Registered Investment Companies | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
