Rosemary Phillips signed GMH Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GMH Associates, Inc.'s EIN is 23-2618889.
Download the official 2024 Form 5500 (PDF) for GMH Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GMH Associates, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | LOS ANGELAS, CA | RECORDKEEPER | $42K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $1.5M | 12.4% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $1.3M | 10.9% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $964K | 8.0% | |
| ALGER CAPITAL APPRECIATION RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 138 | Pooled Separate Account | — | — | $955K | 8.0% | |
| STATE STREET RUSSELL LARGE CAP GROW TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $803K | 6.7% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $596K | 5.0% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $566K | 4.7% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $558K | 4.6% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $459K | 3.8% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $419K | 3.5% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 935 | Pooled Separate Account | — | — | $417K | 3.5% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $416K | 3.5% | |
| *Transamerica Financial Life Insurance Company Transamerica Stable Value Adv | Guaranteed Income / GIC | — | — | $371K | 3.1% | |
| COLUMBIA DIVIDEND INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 938 | Pooled Separate Account | — | — | $323K | 2.7% | |
| STATE STREET RUSSELL SMALL CAP VALU TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $301K | 2.5% | |
| FEDERATED HERMES MDT SMALL CAP CORE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 086 | Pooled Separate Account | — | — | $292K | 2.4% | |
| Transamerica Financial Life Insurance Company Transamerica International Equity | Common Stocks | — | — | $286K | 2.4% | |
| TRANSAMERICA INTRNTL EQT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 788 | Pooled Separate Account | — | — | $286K | 2.4% | |
| Participant Notes Receivable * Participant Loans Rates at 4.25% - 10.50% -0- | Bonds / Notes | — | — | $252K | 2.1% | |
| MFS INTERNATIONAL DIVERSIFICATION TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $234K | 2.0% | |
| TRANSAMERICA BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 744 | Pooled Separate Account | — | — | $212K | 1.8% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $207K | 1.7% | |
| BLACKROCK GLOBAL ALLOCATION INV ACC TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 864 | Pooled Separate Account | — | — | $188K | 1.6% | |
| Transamerica Financial Life Insurance Company Pioneer Equity Income | Common Stocks | — | — | $150K | 1.3% | |
| PIONEER EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 042 | Pooled Separate Account | — | — | $150K | 1.3% | |
| STATE STREET US BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $96K | 0.8% | |
| LORD ABBETT HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $90K | 0.7% | |
| Transamerica Financial Life Insurance Company Leggs Mason BW Global Opportunites Bond | Common Stocks | — | — | $51K | 0.4% | |
| BRANDYWINEGLOBAL - GLO OPP BOND RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 950 | Pooled Separate Account | — | — | $51K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2808480 |
| JACKSONVILLE, FL |
| INVESTMENT ADVISOR |
| $22K |
| — |
