Joseph Weaver signed Gregory Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gregory Industries, Inc.'s EIN is 34-0818723.
Download the official 2024 Form 5500 (PDF) for Gregory Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gregory Industries, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK NA | 22-1146430 | — | CONSULTANT | $57K | — |
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 Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $5.2M | 25.4% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $4.0M | 19.5% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $2.9M | 13.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.3% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $1.3M | 6.1% | |
| T Rowe Price Growth Stock Fund Inc | Mutual Funds | — | — | $1.1M | 5.4% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $770K | 3.7% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $566K | 2.7% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $479K | 2.3% | |
| American Funds 2070 Target Date Retirement Fund ** 410 * Participants Participant Loans Rates from 3.25% to 9.5% - | Mutual Funds | — | — | $367K | 1.8% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $367K | 1.8% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $363K | 1.8% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $262K | 1.3% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $158K | 0.8% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $119K | 0.6% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $108K | 0.5% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $105K | 0.5% | |
| MFS Value Fund | Mutual Funds | — | — | $99K | 0.5% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $75K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund ** 1 American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $73K | 0.4% | |
| MFS Total Return Fund | Mutual Funds | — | — | $60K | 0.3% | |
| Allspring Core Bond Fund | Other securities | — | — | $58K | 0.3% | |
| American Century Small Cap Value Fund | Other securities | — | — | $49K | 0.2% | |
| MFS International Growth Fund | Mutual Funds | — | — | $46K | 0.2% | |
| (E) | Other securities | — | — | $35K | 0.2% | |
| American Century Small Cap Growth Fund | Other securities | — | — | $35K | 0.2% | |
| PRINCIPAL US REIT FUND TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $34K | 0.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $31K | 0.2% | |
| (E) | Other securities | — | — | $31K | 0.2% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $19K | <0.1% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
