Amber Bombaci Graff signed Gerber Scientific LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerber Scientific LLC's EIN is 06-0640743.
Download the official 2024 Form 5500 (PDF) for Gerber Scientific LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerber Scientific LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $29K | — |
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 Mutual fund, 192,160 shares | Common Collective Trusts | — | — | $39.2M | 31.2% | |
| Fidelity Large Cap Growth Index Fund Mutual fund, 400,197 shares | Common Collective Trusts | — | — | $15.7M | 12.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $11.8M | 9.3% | |
| Fidelity US Bond Index Fund Mutual fund, 789,756 shares | Common Collective Trusts | — | — | $8.1M | 6.4% | |
| T. Rowe Price Retirement I 2030 Fund Mutual fund, 294,053 shares | Other securities | — | — | $7.5M | 6.0% | |
| T. Rowe Price Retirement I 2025 Fund Mutual fund, 391,159 shares | Other securities | — | — | $6.5M | 5.1% | |
| Fidelity Mid Cap Index Fund Mutual fund, 185,537 shares | Common Collective Trusts | — | — | $6.3M | 5.0% | |
| Fidelity Total International Stock Index Fund Mutual fund, 445,333 shares | Common Collective Trusts | — | — | $6.0M | 4.7% | |
| T. Rowe Price Retirement I 2035 Fund Mutual fund, 187,714 shares | Other securities | — | — | $4.0M | 3.1% | |
| Fidelity International Growth Fund Mutual fund, 187,150 shares | Mutual Funds | — | — | $3.7M | 3.0% | |
| Fidelity Government Money Market Fund Money market fund, 2,166,956 shares | Mutual Funds | — | — | $2.2M | 1.7% | |
| Dodge & Cox Stock Fund Mutual fund, 8,403 shares | Mutual Funds | — | — | $2.2M | 1.7% | |
| T. Rowe Price Retirement I 2040 Fund Mutual fund, 55,996 shares | Other securities | — | — | $1.7M | 1.4% | |
| T. Rowe Price Retirement I 2050 Fund Mutual fund, 89,255 shares | Other securities | — | — | $1.7M | 1.3% | |
| T. Rowe Price Retirement I 2020 Fund Mutual fund, 89,540 shares | Other securities | — | — | $1.7M | 1.3% | |
| American Century Small Cap Value Fund Mutual fund, 156,480 shares | Other securities | — | — | $1.7M | 1.3% | |
| T. Rowe Price Retirement I 2045 Fund Mutual fund, 69,748 shares | Other securities | — | — | $1.6M | 1.2% | |
| T. Rowe Price Retirement I 2060 Fund Mutual fund, 56,597 shares | Other securities | — | — | $939K | 0.7% | |
| Fidelity Small Cap Growth Index Fund Mutual fund, 31,849 shares | Common Collective Trusts | — | — | $883K | 0.7% | |
| T. Rowe Price Retirement I 2055 Fund Mutual fund, 43,066 shares | Other securities | — | — | $857K | 0.7% | |
| Participants Participant Loans Interest rates of 4.25% to 9.5% - | Bonds / Notes | — | — | $681K | 0.5% | |
| T. Rowe Price Retirement I 2015 Fund Mutual fund, 30,855 shares | Other securities | — | — | $388K | 0.3% | |
| T. Rowe Price Retirement I 2005 Fund Mutual fund, 32,131 shares | Other securities | — | — | $384K | 0.3% | |
| T. Rowe Price Retirement I 2010 Fund Mutual fund, 18,153 shares | Other securities | — | — | $275K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual fund, 8,309 shares | Common Collective Trusts | — | — | $230K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
