Scott Cummings signed G4 Holdings, Inc. DBA Geiger Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
G4 Holdings, Inc. DBA Geiger Group's EIN is 20-8114485.
Download the official 2024 Form 5500 (PDF) for G4 Holdings, Inc. DBA Geiger Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)G4 Holdings, Inc. DBA Geiger 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS | 31-1509466 | — | INVESTMENT ADVISORY | $0 | — |
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 Funds | Mutual Funds | — | — | $7.9M | 20.5% | |
| American Funds | Mutual Funds | — | — | $5.4M | 14.0% | |
| American Funds | Mutual Funds | — | — | $2.6M | 6.8% | |
| Fidelity Investments | Mutual Funds | — | — | $2.6M | 6.8% | |
| Principal Life Insurance Company | Common Stocks | — | — | $2.5M | 6.6% | |
| American Funds | Mutual Funds | — | — | $1.7M | 4.4% | |
| American Funds | Mutual Funds | — | — | $1.6M | 4.3% | |
| Great Gray Trust Company | Common Stocks | — | — | $1.6M | 4.2% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.6M | 4.2% | |
| American Funds | Mutual Funds | — | — | $1.6M | 4.2% | |
| American Funds | Mutual Funds | — | — | $1.6M | 4.2% | |
| American Funds | Mutual Funds | — | — | $1.4M | 3.5% | |
| American Funds | Mutual Funds | — | — | $1.3M | 3.3% | |
| Vanguard | Mutual Funds | — | — | $812K | 2.1% | |
| American Funds | Mutual Funds | — | — | $747K | 1.9% | |
| American Funds | Mutual Funds | — | — | $651K | 1.7% | |
| Fidelity Investments | Mutual Funds | — | — | $644K | 1.7% | |
| American Funds | Mutual Funds | — | — | $629K | 1.6% | |
| Principal Funds Inc. | Common Stocks | — | — | $527K | 1.4% | |
| Principal Funds Inc. | Common Stocks | — | — | $386K | 1.0% | |
| Principal Funds Inc. | Common Stocks | — | — | $384K | 1.0% | |
| Participant Loans | Participant loans | — | $0 | $343K | 0.9% | |
| Fidelity Investments | Mutual Funds | — | — | $308K | 0.8% | |
| JP Morgan | Other securities | — | — | $281K | 0.7% | |
| PIMCO Funds | Mutual Funds | — | — | $259K | 0.7% | |
| Principal Funds Inc. | Common Stocks | — | — | $232K | 0.6% | |
| Invesco | Mutual Funds | — | — | $156K | 0.4% | |
| American Funds | Mutual Funds | — | — | $114K | 0.3% | |
| Eagle Financial Services, Inc. | Common Stocks | — | — | $102K | 0.3% | |
| American Funds | Mutual Funds | — | — | $30K | <0.1% | |
| Vanguard Group | Mutual Funds | — | — | $15K | <0.1% | |
| American Funds | Mutual Funds | — | — | $11 | <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 |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | ACCOUNTANT | $0 | — |
