TERA Klutz signed Gaylor Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gaylor Electric, Inc.'s EIN is 20-3727689.
Download the official 2024 Form 5500 (PDF) for Gaylor Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gaylor Electric, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON WEALTH STRATEGIES LLC | 84-3308570 | — | ADVISOR | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $16.7M | 20.7% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $16.5M | 20.6% | |
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $15.4M | 19.1% | |
| COLLECTIVE TRUST FUNDS flexPATH Index+ Moderate Retirement Fund R1 961,407 | Common Collective Trusts | — | — | $15.1M | 18.8% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $15.1M | 18.8% | |
| REGISTERED INVESTMENT COMPANIES AB Large Cap Growth Fund Advisor 23,435 | Other securities | — | — | $2.6M | 3.2% | |
| Fidelity 500 Index Fund 8,852 | Common Collective Trusts | — | — | $1.8M | 2.2% | |
| FLEXPATH+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 242 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| BlackRock Technology Opportunities Fund I 14,125 | Other securities | — | — | $1.0M | 1.3% | |
| Columbia Dividend Income Fund I3 28,404 | Other securities | — | — | $958K | 1.2% | |
| Fidelity Mid Cap Index Fund 22,545 | Common Collective Trusts | — | — | $761K | 0.9% | |
| Janus Henderson Enterprise Fund N 4,368 | Mutual Funds | — | — | $628K | 0.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $579K | 0.7% | |
| Fidelity Advisor Strategic Income Fund I 42,851 | Mutual Funds | — | — | $497K | 0.6% | |
| Victory Sycamore Established Value Fund I 8,277 | Other securities | — | — | $380K | 0.5% | |
| Fidelity Natural Resource Fund 8,086 | Mutual Funds | — | — | $336K | 0.4% | |
| Fidelity Small Cap Index Fund 11,128 | Common Collective Trusts | — | — | $308K | 0.4% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $301K | 0.4% | |
| BlackRock High Yield Bond Class K 41,325 | Other securities | — | — | $293K | 0.4% | |
| Wasatch Ultra Growth Fund 8,099 | Other securities | — | — | $278K | 0.3% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $268K | 0.3% | |
| MFS New Discovery Value Fund R6 12,186 | Mutual Funds | — | — | $223K | 0.3% | |
| Fidelity Advisor Worldwide Fund I 5,929 | Mutual Funds | — | — | $206K | 0.3% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $198K | 0.2% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $197K | 0.2% | |
| Western Asset Core Plus Bond Fund IS 21,750 | Other securities | — | — | $197K | 0.2% | |
| flexPATH Index+ Aggressive Retirement Fund R1 11,815 | Other securities | — | — | $196K | 0.2% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $196K | 0.2% | |
| Fidelity U.S. Bond Index Fund 19,068 | Common Collective Trusts | — | — | $195K | 0.2% | |
| Invesco Developing Markets Fund Y 4,586 | Mutual Funds | — | — | $175K | 0.2% | |
| American Beacon International Equity Fund Y 7,926 | Other securities | — | — | $127K | 0.2% | |
| American Century Global Real Estate Fund R6 Class 7,977 | Other securities | — | — | $103K | 0.1% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 102,318 | Mutual Funds | — | — | $102K | 0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $87K | 0.1% | |
| Goldman Sachs International Equity Insights Fund R6 5,654 | Other securities | — | — | $79K | <0.1% | |
| Columbia Small Cap Value Fund II Class S 4,803 | Other securities | — | — | $69K | <0.1% | |
| Fidelity International Index Fund 1,431 | Common Collective Trusts | — | — | $68K | <0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $47K | <0.1% | |
| flexPATH Index+ Conservative Retirement Fund R1 2,336 | Other securities | — | — | $33K | <0.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $33K | <0.1% | |
| FLEXPATH+AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 47-3216409 / PN 240 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
