DAVE Hofstetter signed Bill Grays, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bill Grays, Inc.'s EIN is 16-0909818.
Download the official 2024 Form 5500 (PDF) for Bill Grays, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bill Grays, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, NATIONAL ASSOCIAT | 16-1486454 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 30.3% | |
| PRINCIPAL BLUE CHIP FUND R6 | Registered Investment Companies | — | — | $1.7M | 14.1% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $700K | 5.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $699K | 5.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $654K | 5.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $648K | 5.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $594K | 4.8% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $514K | 4.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $384K | 3.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $342K | 2.8% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $223K | 1.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $205K | 1.7% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $197K | 1.6% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $147K | 1.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $142K | 1.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $136K | 1.1% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $129K | 1.0% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $105K | 0.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $99K | 0.8% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $84K | 0.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $77K | 0.6% | |
| AMERFUNDS 2010 TARG DATERET R6 0 REGISTERED INVESTMENT COMPANY AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $71K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $50K | 0.4% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $48K | 0.4% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $48K | 0.4% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $35K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $29K | 0.2% | |
| VANGUARD FEDERAL MM INV | 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.
