The Gypsum Group's EIN is 16-1070098.
Download the official 2024 Form 5500 (PDF) for The Gypsum Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Gypsum Group'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOOD LIFE ADVISORS, LLC | 47-1058535 | — | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Putnam Retiremnt Adv 2035 R6 | Mutual Funds | — | — | $5.0M | 19.1% | |
| Putnam Retiremnt Adv 2040 R6 | Mutual Funds | — | — | $4.1M | 15.5% | |
| Putnam Retiremnt Adv 2030 R6 | Mutual Funds | — | — | $3.3M | 12.7% | |
| Schwab Govt Mny Fd Inv Shrs | Mutual Funds | — | — | $2.8M | 10.8% | |
| Putnam Retirement Adv Mat R6 | Mutual Funds | — | — | $2.3M | 9.0% | |
| Putnam Retiremnt Adv 2045 R6 | Mutual Funds | — | — | $1.5M | 5.8% | |
| Putnam Retiremnt Adv 2050 R6 | Mutual Funds | — | — | $1.4M | 5.2% | |
| Putnam Retiremnt Adv 2055 R6 | Mutual Funds | — | — | $1.2M | 4.7% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $626K | 2.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $560K | 2.1% | |
| Putnam Retiremnt Adv 2025 R6 | Mutual Funds | — | — | $299K | 1.1% | |
| JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $287K | 1.1% | |
| Putnam Retiremnt Adv 2060 R6 | Mutual Funds | — | — | $277K | 1.1% | |
| Vanguard Short Term Bond Index Fund Adm *** 125 Unallocated Insurance Contracts MetLife Cash surrender value on participants' life insurance policies | Common Collective Trusts | — | — | $245K | 0.9% | |
| Putnam Retiremnt Adv 2065 R6 | Mutual Funds | — | — | $208K | 0.8% | |
| Vanguard Sm Cap Grth Idx Adm | Common Collective Trusts | — | — | $201K | 0.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $182K | 0.7% | |
| Participant Loans * Participants loans, with interest rates ranging from 3.25% - 8.5% | Bonds / Notes | — | — | $180K | 0.7% | |
| Oppenheimer Intl Growth Y | Mutual Funds | — | — | $179K | 0.7% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $172K | 0.7% | |
| JHancock Sovergn BD FD | Other securities | — | — | $158K | 0.6% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $137K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund Adm | Common Collective Trusts | — | — | $113K | 0.4% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $103K | 0.4% | |
| JPMorgan US Research Enhanced Equity R6 | Other securities | — | — | $84K | 0.3% | |
| Cohen & Steers Institutional Realty Shares | Other securities | — | — | $79K | 0.3% | |
| Vanguard Mid Cap Val Idx Adm | Common Collective Trusts | — | — | $76K | 0.3% | |
| BlackRock High Yld Bd Instl | Other securities | — | — | $60K | 0.2% | |
| Vanguard MidCapGrwth Idx Adm | Common Collective Trusts | — | — | $39K | 0.1% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $36K | 0.1% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $25K | <0.1% | |
| Vanguard Sm Cap Val Idx Adm | Common Collective Trusts | — | — | $18K | <0.1% | |
| Vanguard Total World Stock Index Adm | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Inflat Prot Sec Adm | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $13K | <0.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Adm | Common Collective Trusts | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE | 54-0696644 | — | NONE | $8K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
