Richard Tatum signed Group Five Investments, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Group Five Investments, LLC's EIN is 26-4769327.
Download the official 2024 Form 5500 (PDF) for Group Five Investments, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Group Five Investments, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Instl Mutual Fund | Common Collective Trusts | — | — | $81K | 13.9% | |
| iShares Core U.S. Aggregate Bond ETF Mutual Fund | Other securities | — | — | $78K | 13.4% | |
| Schwab Total Stock Market Index Mutual Fund | Common Collective Trusts | — | — | $76K | 13.0% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $53K | 9.1% | |
| iShares Short Treasury Bond ETF Mutual Fund 42 Schwab Intl Equity ETF Mutual Fund | U.S. Treasuries | — | — | $41K | 7.1% | |
| iShares Core S&P 500 ETF Mutual Fund | Common Collective Trusts | — | — | $39K | 6.7% | |
| Schwab Short-Term US Treas Mutual Fund 43 Schwab U.S. Large-Cap Growth Mutual Fund | U.S. Treasuries | — | — | $28K | 4.7% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $26K | 4.4% | |
| Schwab US Aggregate Bond Index Mutual Fund | Mutual Funds | — | — | $24K | 4.2% | |
| Vanguard Value ETF Mutual Fund | Mutual Funds | — | — | $23K | 4.0% | |
| Non-interest bearing cash 117 Fidelity Emerging Markets Idx Inst Mutual Fund | Common Collective Trusts | — | — | $22K | 3.7% | |
| Fidelity Long-Term Trs Bd Idx Mutual Fund | Common Collective Trusts | — | — | $19K | 3.2% | |
| Vanguard Mid-Cap ETF Mutual Fund | Mutual Funds | — | — | $19K | 3.2% | |
| Vanguard FTSE Emerging Market Mutual Fund | Mutual Funds | — | — | $18K | 3.1% | |
| iShares Intl Aggregate Bond Mutual Fund | Other securities | — | — | $11K | 1.8% | |
| iShares Core S&P Small-Cap ETF Mutual Fund | Other securities | — | — | $10K | 1.7% | |
| Schwab US Broad Market Mutual Fund | Mutual Funds | — | — | $5K | 0.9% | |
| Schwab US REIT ETF Mutual Fund | Mutual Funds | — | — | $4K | 0.8% | |
| Vanguard Short Term Treasury ETF Mutual Fund 42 Vanguard Small-Cap Gr ETF Mutual Fund | Mutual Funds | — | — | $3K | 0.5% | |
| Vanguard Emerging Markets Bond Mutual Fund 249 Vanguard High-Yield Corporate Mutual Fund | Mutual Funds | — | — | $2K | 0.3% | |
| Schwab Treasury Inflation Protected Sec. Index Mutual Fund | U.S. Treasuries | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
