Andrew Appel signed Gregory & Appel Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gregory & Appel Inc.'s EIN is 35-0353300.
Download the official 2024 Form 5500 (PDF) for Gregory & Appel Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gregory & Appel 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $33.3M | 67.1% | |
| Insurance Company Investment Contracts * American United Life Ins Co AUL Fixed Account | Common Stocks | — | — | $15.3M | 30.9% | |
| Nuveen Large Cap GR Idx Ret | Common Collective Trusts | — | — | $10.3M | 20.8% | |
| State Street Global Advisors SSGA S&P 500 Indx F | Common Collective Trusts | — | — | $4.2M | 8.4% | |
| Vanguard Group Inc Vanguard Lifestrat Grth Inv | Mutual Funds | — | — | $2.6M | 5.1% | |
| VANGUARD LIFESTRAT MOD GR INV MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $2.5M | 5.0% | |
| State Street Global Advisors SSGA S&P Midcap 400 Indx A | Other securities | — | — | $2.4M | 4.9% | |
| MFS Investment Management MFS International Intrinsic Value R3 | Mutual Funds | — | — | $1.9M | 3.9% | |
| Vanguard Group Inc Vanguard Explorer Adm | Mutual Funds | — | — | $1.8M | 3.7% | |
| Nuveen Large Cap Value Idx Ret | Common Collective Trusts | — | — | $1.7M | 3.5% | |
| Vanguard Group Inc Vanguard Lifestrat Csrv GR Inv | Mutual Funds | — | — | $1.3M | 2.6% | |
| Investments Held in Pooled Separate Accounts * Federated Herm International Equity IS | Pooled Separate Accounts | — | — | $1.3M | 2.5% | |
| Vanguard Group Inc Vanguard Smcap Value Idx Adm | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| Prudential PGIM High-Yield Z | Other securities | — | — | $920K | 1.9% | |
| Pioneer Bond Y | Other securities | — | — | $913K | 1.8% | |
| American United Life Ins Co AUL Stable Value Fund | Stable Value | — | — | $893K | 1.8% | |
| Thornburg Investment Management Thornburg LTD-Term Inc R5 | Common Stocks | — | — | $267K | 0.5% | |
| Participant Loans (Notes Receivable from Participants) 4.50% - 5.50% - | Bonds / Notes | — | — | $64K | 0.1% |
