Sarah Wirthlin signed J. E. Grote Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J. E. Grote Company, Inc.'s EIN is 31-0812680.
Download the official 2024 Form 5500 (PDF) for J. E. Grote Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J. E. Grote Company, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | 31-1440043 | — | ADVISOR | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Fund Target Date 2035 R6 Mutual fund | Other securities | — | — | $4.2M | 15.4% | |
| American Fund Target Date 2030 R6 Mutual fund | Other securities | — | — | $3.8M | 13.9% | |
| American Fund Target Date 2025 R6 Mutual fund | Other securities | — | — | $3.1M | 11.5% | |
| Vanguard Growth Index Admiral Mutual fund | Mutual Funds | — | — | $2.1M | 7.8% | |
| American Fund Target Date 2040 R6 Mutual fund | Other securities | — | — | $1.3M | 5.0% | |
| American Fund Target Date 2050 R6 Mutual fund | Other securities | — | — | $1.3M | 4.7% | |
| Principal MidCap R-6 Fund Mutual fund | Other securities | — | — | $1.1M | 4.0% | |
| American Fund Target Date 2055 R6 Mutual fund | Other securities | — | — | $954K | 3.5% | |
| Vanguard Equity-Income Admiral Mutual fund | Mutual Funds | — | — | $922K | 3.4% | |
| American Fund Target Date 2045 R6 Mutual fund | Other securities | — | — | $887K | 3.3% | |
| Guaranteed investment Lincoln Fixed Account contract | Other securities | — | — | $846K | 3.1% | |
| American Fund Target Date 2010 R6 Mutual fund | Other securities | — | — | $816K | 3.0% | |
| Victory Sycamore Established Value Fund Y Mutual fund | Other securities | — | — | $780K | 2.9% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $717K | 2.7% | |
| Vanguard Small-Cap Index Fund Admirial Mutual fund | Common Collective Trusts | — | — | $685K | 2.5% | |
| Vanguard Dividend Growth Fund Investor Mutual fund | Mutual Funds | — | — | $652K | 2.4% | |
| American Fund Target Date 2060 R6 Mutual fund | Other securities | — | — | $581K | 2.2% | |
| Victory Sycamore Small Company Opportunity Fund Class I Mutual fund | Common Stocks | — | — | $414K | 1.5% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $326K | 1.2% | |
| Interest rates ranging * Participant Notes Receivable from 4.25% - 10.50% - | Bonds / Notes | — | — | $277K | 1.0% | |
| Vanguard Wellesley Income Fund Admiral Mutual fund | Mutual Funds | — | — | $224K | 0.8% | |
| American Fund Target Date 2065 R6 Mutual fund | Other securities | — | — | $202K | 0.7% | |
| Dodge & Cox Income X Mutual fund | Mutual Funds | — | — | $184K | 0.7% | |
| Principal Real Estate Securities Fund R-6 Mutual fund | Other securities | — | — | $175K | 0.6% | |
| American Fund New World R6 Mutual fund | Other securities | — | — | $169K | 0.6% | |
| Vanguard Small-Cap Growth Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $122K | 0.5% | |
| Fidelity Government Money Market Fund Mutual fund ** 1 Lord Abbett High Yield R6 Fund Mutual fund | Mutual Funds | — | — | $59K | 0.2% | |
| American Fund Target Date 2020 R6 Mutual fund | Other securities | — | — | $53K | 0.2% | |
| Vanguard Total International Bond Index Fund Admiral Mutual fund | Common Collective Trusts | — | — | $48K | 0.2% | |
| Vanguard Long-Term Investment-Grade Fund Admiral Mutual fund | Mutual Funds | — | — | $22K | <0.1% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $20K | <0.1% | |
| PGIM Global Real Estate Fund Z Mutual fund | Other securities | — | — | $20K | <0.1% | |
| American Fund Target Date 2015 R6 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| AC IN RETIRE TR I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS R1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND II R1 GREAT GRAY TRUST COMPANY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
