Jennifer Von Sothen signed Gadellnet Consulting Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gadellnet Consulting Services' EIN is 20-0417069.
Download the official 2024 Form 5500 (PDF) for Gadellnet Consulting Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gadellnet Consulting Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN RETIREMENT SERVICES COMPANY | 35-0472300 | FORT WAYNE, IN | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONARY WEALTH ADVISORS | 46-5210986 | EDWARDSVILLE, IL | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| YourPath 2050 Moderate 99,976.59 Shares | Other securities | — | $100K | $1.3M | 24.6% | |
| YourPath 2045 Moderate 85,142.83 Shares | Other securities | — | $85K | $1.1M | 20.8% | |
| YourPath 2055 Moderate 82,490.74 Shares | Other securities | — | $82K | $1.1M | 20.3% | |
| YourPath 2060 Moderate 34,701.31 Shares | Other securities | — | $35K | $462K | 8.5% | |
| Schwab S&P 500 Index 4,235.56 Shares | Common Collective Trusts | — | $4K | $382K | 7.1% | |
| YourPath 2040 Moderate 26,116.10 Shares | Other securities | — | $26K | $339K | 6.3% | |
| Yourpath 2050 Aggressive 12,491.24 Shares | Other securities | — | $12K | $157K | 2.9% | |
| YourPath 2065 Moderate 6,459.58 Shares | Other securities | — | $6K | $86K | 1.6% | |
| YourPath 2025 Moderate 5,324.43 Shares | Other securities | — | $5K | $64K | 1.2% | |
| Notes Receivable - Participants 4.25% to 9.25% Interest | Bonds / Notes | — | — | $57K | 1.1% | |
| Vanguard Lifestrategy Growth Investor Shares 969.95 Shares | Mutual Funds | — | — | $43K | 0.8% | |
| YourPath 2035 Moderate 2,890.14 Shares | Other securities | — | $3K | $37K | 0.7% | |
| YourPath 2030 Moderate 2,525.38 Shares | Other securities | — | $3K | $31K | 0.6% | |
| Schwab International Index 1,277.43 Shares | Mutual Funds | — | $1K | $29K | 0.5% | |
| Yourpath 2045 Aggressive 2,647.87 Shares | Other securities | — | $3K | $26K | 0.5% | |
| Dodge & Cox Stock 101.65 Shares | Mutual Funds | — | — | $26K | 0.5% | |
| Schwab Small Cap Index 660.19 Shares | Mutual Funds | — | — | $24K | 0.4% | |
| Vanguard Lifestrategy Income Investor Shares 1,162.09 Shares | Mutual Funds | — | $1K | $17K | 0.3% | |
| Hartford Core Equity Class R6 289.13 Shares | Other securities | — | — | $15K | 0.3% | |
| JPMorgan Mid Cap Equity Call R6 232.50 Shares | Other securities | — | — | $15K | 0.3% | |
| Glenmede Small Cap Equity Class Advisor 401.65 Shares | Other securities | — | — | $13K | 0.2% | |
| Group Annuity Contract * Lincoln Stable Value Account 9,120.06 Shares | Stable Value | — | $9K | $11K | 0.2% | |
| Yourpath 2060 Aggressive 661.65 Shares | Other securities | — | — | $8K | 0.2% | |
| Registered Investment Companies Dodge & Cox International Stock 162.80 Shares | Mutual Funds | — | — | $8K | 0.2% | |
| JPMorgan Large Cap Growth 38.89 Shares | Other securities | — | — | $3K | <0.1% | |
| Yourpath 2055 Aggressive 170.99 Shares | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
