Deborah Adelsberg signed The John GORE Organization, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The John GORE Organization, Inc.'s EIN is 20-1320334.
Download the official 2024 Form 5500 (PDF) for The John GORE Organization, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The John GORE Organization, 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 | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM 2045 FUND - K | Registered Investment Companies | — | — | $4.2M | 9.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.9M | 8.9% | |
| T. ROWE PRICE BLUE CHIP GR-ADV | Registered Investment Companies | — | — | $3.4M | 7.8% | |
| FIDELITY FREEDOM 2035 FUND - K | Registered Investment Companies | — | — | $3.3M | 7.4% | |
| FIDELITY FREEDOM 2050 FUND - K | Registered Investment Companies | — | — | $3.2M | 7.2% | |
| FIDELITY FREEDOM 2040 FUND - K | Registered Investment Companies | — | — | $3.1M | 7.1% | |
| FIDELITY BALANCED FUND - K | Registered Investment Companies | — | — | $2.8M | 6.4% | |
| AB DISCOVERY VALUE ADVISOR | Registered Investment Companies | — | — | $2.6M | 6.0% | |
| FIDELITY FREEDOM 2030 FUND - K | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| FIDELITY SMALL CAP VALUE | Registered Investment Companies | — | — | $1.9M | 4.4% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| FIDELITY FREEDOM 2055 FUND - K | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| FIDELITY FREEDOM 2025 FUND - K | Registered Investment Companies | — | — | $1.5M | 3.4% | |
| FIDELITY INTERNATIONAL DISC K | Registered Investment Companies | — | — | $1.3M | 2.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| FIDELITY FREEDOM 2060 FUND - K | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $1.0M | 2.4% | |
| FIDELITY TOTAL BOND FUND | Registered Investment Companies | — | — | $883K | 2.0% | |
| WILLIAM BLAIR SM MID CAP GR I | Registered Investment Companies | — | — | $798K | 1.8% | |
| FIDELITY FREEDOM 2020 FUND - K | Registered Investment Companies | — | — | $628K | 1.4% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $589K | 1.3% | |
| FIDELITY FREEDOM INCOME - K | Registered Investment Companies | — | — | $367K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $324K | 0.7% | |
| NEUBERGER BERMAN H INC BD INST | Registered Investment Companies | — | — | $241K | 0.5% | |
| FIDELITY FREEDOM 2010 FUND - K | Registered Investment Companies | — | — | $240K | 0.5% | |
| PIMCO REAL RETURN - ADMIN | Registered Investment Companies | — | — | $220K | 0.5% | |
| FIDELITY FREEDOM 2015 FUND - K | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
