Eric ROHM signed Gingko Residential LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gingko Residential LLC's EIN is 26-0320055.
Download the official 2024 Form 5500 (PDF) for Gingko Residential LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gingko Residential LLC'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Fundamental Investors R6 | Mutual Funds | — | — | $3.4M | 24.3% | |
| American Funds 2035 Target Date Fund R6 | Mutual Funds | — | — | $1.8M | 13.1% | |
| American Funds 2020 Target Date Fund R6 | Mutual Funds | — | — | $1.5M | 11.0% | |
| American Funds 2045 Target Date Fund R6 | Mutual Funds | — | — | $1.2M | 8.9% | |
| American Funds 2040 Target Date Fund R6 | Mutual Funds | — | — | $858K | 6.1% | |
| Vanguard International Explorer Fund 464 Vanguard Large Cap Index Adm | Mutual Funds | — | — | $759K | 5.4% | |
| American Funds 2030 Target Date Fund R6 | Mutual Funds | — | — | $746K | 5.3% | |
| American Funds 2050 Target Date Fund R6 | Mutual Funds | — | — | $728K | 5.2% | |
| American Funds 2055 Target Date Fund R6 | Mutual Funds | — | — | $576K | 4.1% | |
| American Funds 2025 Target Date Fund R6 | Mutual Funds | — | — | $376K | 2.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $325K | 2.3% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $293K | 2.1% | |
| American Funds 2060 Target Date Fund R6 | Mutual Funds | — | — | $255K | 1.8% | |
| American Funds Income Fund of America R6 | Mutual Funds | — | — | $240K | 1.7% | |
| American Funds 2065 Target Date Fund R6 | Mutual Funds | — | — | $177K | 1.3% | |
| American Funds Growth Funds of Amer R6 | Mutual Funds | — | — | $146K | 1.0% | |
| John Hancock Bond R6 | Other securities | — | — | $136K | 1.0% | |
| Participant Loans Participant loans: maturing through 2028 0 | Participant loans | — | — | $124K | 0.9% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | — | $90K | 0.6% | |
| Neuberger Berman International Eq R6 | Other securities | — | — | $72K | 0.5% | |
| Vanguard Short-term Bond Index Adm | Mutual Funds | — | — | $14K | 0.1% | |
| Western Asset High Yield IS 197 Western Asset Inflation Index Plus IS | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
