Vanessa Rodriguez signed H Gregory 1 Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H Gregory 1 Inc.'s EIN is 27-0734159.
Download the official 2024 Form 5500 (PDF) for H Gregory 1 Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H Gregory 1 Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL MANAGEMENT NETWORK, INC | 33-0490707 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $521K | 10.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $491K | 9.7% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $479K | 9.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $456K | 9.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $333K | 6.6% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $322K | 6.3% | |
| FID ST TREAS BOND INDX | Registered Investment Companies | — | — | $244K | 4.8% | |
| CORE PLUS BOND FD - R1 WILMINGTON TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $242K | 4.8% | |
| FID 500 IND | Registered Investment Companies | — | — | $233K | 4.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $219K | 4.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $207K | 4.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $205K | 4.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $190K | 3.7% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $144K | 2.8% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $133K | 2.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $103K | 2.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $67K | 1.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $56K | 1.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $50K | 1.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $42K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $37K | 0.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $32K | 0.6% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $29K | 0.6% | |
| INTERNATIONAL STOCK FUND R1 WILMINGTON TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $20K | 0.4% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $19K | 0.4% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $16K | 0.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $15K | 0.3% | |
| MID CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $11K | 0.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $8K | 0.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $8K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
