Darlene Ropelewski signed Gemma Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gemma Services' EIN is 23-2310084.
Download the official 2024 Form 5500 (PDF) for Gemma Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gemma Services' plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 403(b) annuity, automatic enrollment, 403(b) custodial accounts, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | NEW YORK, NC | CUSTODIAN | $100 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS AND INSURANCE SERVICE | — | HOUSTON, TX | TPA | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.0M | 10.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.8M | 10.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.8M | 9.9% | |
| CREF Stock | Mutual Funds | — | — | $1.2M | 6.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.1M | 6.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.0M | 5.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $853K | 4.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $845K | 4.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $759K | 4.1% | |
| CREF Growth | Mutual Funds | — | — | $658K | 3.6% | |
| TIAA Traditional Fully Benefit Responsive | Mutual Funds | — | — | $644K | 3.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $632K | 3.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $401K | 2.2% | |
| CREF Equity Index | Common Collective Trusts | — | — | $371K | 2.0% | |
| Voya Fixed Income | Other securities | — | — | $371K | 2.0% | |
| CREF Global Equities | Mutual Funds | — | — | $362K | 2.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $354K | 1.9% | |
| Alliance Bernstein Large Cap Growth Fund Class | Other securities | — | — | $323K | 1.8% | |
| TIAA Access Nuveen Lifecycle 2045 Fund | Mutual Funds | — | — | $288K | 1.6% | |
| CREF Money Market | Mutual Funds | — | — | $266K | 1.5% | |
| Notes receivable from participants | Other securities | — | — | $236K | 1.3% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $222K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $163K | 0.9% | |
| CREF Social Choice | Mutual Funds | — | — | $153K | 0.8% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $122K | 0.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $105K | 0.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $92K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $81K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $74K | 0.4% | |
| Nuveen Core Bond Fund | Mutual Funds | — | — | $71K | 0.4% | |
| TIAA Nuveen Mid Cap Value Fund T4 | Mutual Funds | — | — | $65K | 0.4% | |
| CREF Core Bond | Mutual Funds | — | — | $64K | 0.4% | |
| BlackRock Total Return Fund | Other securities | — | — | $62K | 0.3% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $61K | 0.3% | |
| CREF Inflation Linked Bond | Mutual Funds | — | — | $55K | 0.3% | |
| Calvert US Large Cap Responsive Index Fund | Common Collective Trusts | — | — | $52K | 0.3% | |
| TIAA Access Nuveen Core Equity Fund | Mutual Funds | — | — | $51K | 0.3% | |
| TIAA Access Nuveen Lifecycle 2030 Fund | Mutual Funds | — | — | $46K | 0.3% | |
| Causeway International Value Fund | Other securities | — | — | $45K | 0.2% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $39K | 0.2% | |
| Nuveen International Responsible Equity fund | Mutual Funds | — | — | $36K | 0.2% | |
| TIAA Access Nuveen Large Capitalization Value Fund | Mutual Funds | — | — | $32K | 0.2% | |
| TIAA Access Nuveen International Equity Fund | Mutual Funds | — | — | $29K | 0.2% | |
| Vanguard Explorer Fund Admiral Shares | Mutual Funds | — | — | $29K | 0.2% | |
| TIAA Access Nuveen Lifecycle 2015 Fund | Mutual Funds | — | — | $28K | 0.2% | |
| TIAA Access Nuveen Quant Small Cap Equity t4 | Mutual Funds | — | — | $27K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2050 Fund | Mutual Funds | — | — | $22K | 0.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $21K | 0.1% | |
| TIAA Access Nuveen Mid Cap Growth T4 | Mutual Funds | — | — | $20K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2060 Fund | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
