Jennifer Tejada signed Gotham Technology Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gotham Technology Group, LLC's EIN is 13-4187205.
Download the official 2024 Form 5500 (PDF) for Gotham Technology Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gotham Technology Group, LLC'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 | $59K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GATEWAY ADVISORY, LLC | 27-1678306 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $6.3M | 20.5% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $2.5M | 8.0% | |
| MET GG SV 25554 - L WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.4M | 7.9% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $2.3M | 7.5% | |
| MFS MOD ALLOC - R3 | Registered Investment Companies | — | — | $2.3M | 7.4% | |
| COLUMBIA MID CAP INDEX I2 | Registered Investment Companies | — | — | $1.3M | 4.2% | |
| INVESCO COMSTOCK FUND R5 | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $1.0M | 3.3% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $879K | 2.9% | |
| AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $851K | 2.8% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $771K | 2.5% | |
| AMER FUNDS NEW PERSPECTIVE-R3 | Registered Investment Companies | — | — | $737K | 2.4% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $720K | 2.3% | |
| MFS MID CAP VAL R3 | Registered Investment Companies | — | — | $678K | 2.2% | |
| INVESCO CORE BOND Y | Registered Investment Companies | — | — | $606K | 2.0% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $528K | 1.7% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $433K | 1.4% | |
| JPMORGAN GOVERNMENT BOND R4 | Registered Investment Companies | — | — | $410K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $388K | 1.3% | |
| EATON VANCE HIGH INCOME OPPS I | Registered Investment Companies | — | — | $349K | 1.1% | |
| MFS AGG GRTH ALLOC - R3 | Registered Investment Companies | — | — | $247K | 0.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $220K | 0.7% | |
| MFS GRTH ALLOC R3 | Registered Investment Companies | — | — | $212K | 0.7% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $199K | 0.6% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $176K | 0.6% | |
| FEDERATED MDT SM CAP GR INSTL | Registered Investment Companies | — | — | $133K | 0.4% | |
| MFS CON ALLOC R3 | Registered Investment Companies | — | — | $122K | 0.4% | |
| AMF 2065 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $60K | 0.2% | |
| AMERFDS 2015 TARG DATE RET-R3 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $49K |
| — |
