Amanda Gerth signed Adeeb Sons Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adeeb Sons Inc.'s EIN is 31-1313206.
Download the official 2024 Form 5500 (PDF) for Adeeb Sons Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adeeb Sons Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK, SCHAEFER HACKETT & COMPANY | 31-0800053 | — | ACCOUNTANT | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2020 81 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $369K | 25.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $228K | 15.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $199K | 13.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $105K | 7.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $101K | 6.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $98K | 6.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $92K | 6.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $83K | 5.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $52K | 3.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $36K | 2.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $27K | 1.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $25K | 1.7% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $18K | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $16K | 1.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $6K | 0.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $5K | 0.3% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $3K | 0.2% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $3K | 0.2% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 42-1445429 | — | INVESTMENT/FINANCIAL ADVI | $14K | — |
