Gravity Payments, Inc.'s EIN is 20-0723594.
Download the official 2024 Form 5500 (PDF) for Gravity Payments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gravity Payments, 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 |
|---|---|---|---|---|---|
| RANDALL & HURLEY, INC. | 91-1661080 | LIBERTY LAKE, WA | NONE | $32K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | SAN FRANCISCO, WA | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Fds Trgt Date Ret 2050 R6 ** | Other securities | — | — | $2.3M | 14.6% | |
| American Fds Trgt Date Ret 2045 R6 ** | Other securities | — | — | $2.1M | 13.7% | |
| Vanguard 500 Index F ** | Common Collective Trusts | — | — | $2.1M | 13.1% | |
| American Fd 2055 Target Date Ret R6 ** | Other securities | — | — | $2.0M | 12.9% | |
| American Funds Trgt Date Ret 2040 R6 ** | Mutual Funds | — | — | $1.4M | 8.8% | |
| American Fd 2060 Targtdate Rtrmt R6 ** | Other securities | — | — | $1.3M | 8.4% | |
| American Fds Trgt Date Ret 2035 R6 ** | Other securities | — | — | $606K | 3.9% | |
| JP Morgan Large Cap Growth R6 ** | Other securities | — | — | $458K | 2.9% | |
| Vanguard Extended Mkt Index Fd Adm ** | Mutual Funds | — | — | $424K | 2.7% | |
| Interests in Mutual Funds * American Fd American Bal Fd R6 ** | Other securities | — | — | $315K | 2.0% | |
| American Fds Trgt Date Ret 2030 R6 ** | Other securities | — | — | $277K | 1.8% | |
| Vanguard Total Intl Stock Index Adm ** | Mutual Funds | — | — | $241K | 1.5% | |
| American Funds Cap World G & I R6 ** | Mutual Funds | — | — | $238K | 1.5% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $234K | 1.5% | |
| American Funds Smallcap World Fd R6 ** | Mutual Funds | — | — | $228K | 1.5% | |
| Vanguard Ftse Social Index Adm ** | Mutual Funds | — | — | $188K | 1.2% | |
| Vanguard Real Estate In Fd Adm Shrs ** | Mutual Funds | — | — | $181K | 1.2% | |
| American Funds Europacific Growth R6 ** | Mutual Funds | — | — | $126K | 0.8% | |
| American Fd 2065 Target Rtrmt R6 ** | Other securities | — | — | $121K | 0.8% | |
| Vanguard Total Bond Mkt Index Adm ** | Mutual Funds | — | — | $120K | 0.8% | |
| American Fds Trgt Date Ret 2025 R6 ** | Other securities | — | — | $118K | 0.8% | |
| Fidelity Emerging Mkts Index ** | Mutual Funds | — | — | $114K | 0.7% | |
| Franklin Small Cap Valuefd Cl R6 ** | Mutual Funds | — | — | $113K | 0.7% | |
| Mfs Value Fund Cl R6 ** | Mutual Funds | — | — | $97K | 0.6% | |
| Pgim Total Return Bd Z ** | Other securities | — | — | $90K | 0.6% | |
| METLIFE SERIES 25053 RELIANCE TRUST SVF · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $80K | 0.5% | |
| American Fds Trgt Date Ret 2010 R6 ** *** - * American Fds Trgt Date Ret 2015 R6 ** *** - * American Fds Trgt Date Ret 2020 R6 ** | Other securities | — | — | $2K | <0.1% | |
| Cash | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
