Mandy Yepez signed GHP Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GHP Management Corporation's EIN is 26-4198921.
Download the official 2024 Form 5500 (PDF) for GHP Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GHP Management Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Registered Investment Company | Common Collective Trusts | — | — | $974K | 18.3% | |
| FID FDM IDX 2055 IPR Registered Investment Company | Common Collective Trusts | — | — | $889K | 16.7% | |
| FID FDM IDX 2050 IPR Registered Investment Company | Common Collective Trusts | — | — | $662K | 12.4% | |
| FID FDM IDX 2040 IPR Registered Investment Company | Common Collective Trusts | — | — | $573K | 10.8% | |
| FID FDM IDX 2030 IPR Registered Investment Company | Common Collective Trusts | — | — | $571K | 10.7% | |
| FID FDM IDX 2035 IPR Registered Investment Company | Common Collective Trusts | — | — | $346K | 6.5% | |
| FID FDM IDX 2025 IPR Registered Investment Company | Common Collective Trusts | — | — | $327K | 6.1% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | Bonds / Notes | — | — | $316K | 5.9% | |
| FID FDM IDX 2060 IPR Registered Investment Company | Common Collective Trusts | — | — | $115K | 2.2% | |
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $87K | 1.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $84K | 1.6% | |
| FID FDM IDX 2020 IPR Registered Investment Company | Common Collective Trusts | — | — | $68K | 1.3% | |
| MGL SMCP VAL R6 Registered Investment Company ** 344 BAIRD CORE PLUS INST Registered Investment Company | Common Stocks | — | — | $57K | 1.1% | |
| JPM LG CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $51K | 1.0% | |
| MFS MID CAP VALUE R6 Registered Investment Company | Mutual Funds | — | — | $40K | 0.8% | |
| FID FDM IDX INC IPR Registered Investment Company ** 343 * FID FDM IDX 2015 IPR Registered Investment Company | Common Collective Trusts | — | — | $28K | 0.5% | |
| FID FDM IDX 2065 IPR Registered Investment Company | Common Collective Trusts | — | — | $24K | 0.5% | |
| PUTNAM INTL VAL R6 Registered Investment Company | Mutual Funds | — | — | $23K | 0.4% | |
| AF NEW WORLD R6 Registered Investment Company | Common Stocks | — | — | $20K | 0.4% | |
| FID INTM TR BD IDX Registered Investment Company | Common Collective Trusts | — | — | $18K | 0.3% | |
| MFS VALUE R6 Registered Investment Company | Mutual Funds | — | — | $10K | 0.2% | |
| FID INTL CAP APPR K6 Registered Investment Company | Mutual Funds | — | — | $8K | 0.2% | |
| Registered Investment Companies * FID BALANCED Registered Investment Company | Mutual Funds | — | — | $8K | 0.1% | |
| MFS RESEARCH INTL R6 Registered Investment Company | Mutual Funds | — | — | $6K | 0.1% | |
| FID INFL PR BD IDX Registered Investment Company | Common Collective Trusts | — | — | $5K | <0.1% | |
| FID MID CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $3K | <0.1% | |
| FID SM CAP IDX Registered Investment Company | Common Collective Trusts | — | — | $3K | <0.1% | |
| Interest-Bearing Cash * FID GOVT MMKT K6 Interest-Bearing Cash | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
