LISA Cleaver signed GSF USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GSF USA, Inc.'s EIN is 35-1734232.
Download the official 2024 Form 5500 (PDF) for GSF USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GSF USA, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $32K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2035 K 58,881 units | Other securities | — | $59K | $1.1M | 23.6% | |
| Blackrock Lifepath Index 2045 K 40,500 units | Other securities | — | $41K | $900K | 19.1% | |
| Fixed Annuities *Empower Investments Fixed Account - Series Class VI 2.66% | Bonds / Notes | — | — | $614K | 13.0% | |
| Blackrock Lifepath Index Retirement K 35,795 units | Other securities | — | $36K | $493K | 10.4% | |
| Blackrock Lifepath Index 2030 K 21,323 units | Other securities | — | $21K | $364K | 7.7% | |
| Blackrock Lifepath Index 2050 K 10,088 units | Other securities | — | $10K | $234K | 5.0% | |
| Fidelity 500 Index 876 units | Common Collective Trusts | — | — | $179K | 3.8% | |
| Blackrock Lifepath Index 2055 K 6,257 units | Other securities | — | $6K | $151K | 3.2% | |
| Maturing January 2025 to November 2029 | Other securities | — | — | $103K | 2.2% | |
| Blackrock Lifepath Index 2040 K 4,541 units | Other securities | — | $5K | $93K | 2.0% | |
| American Funds New Perspective R6 1,188 units | Mutual Funds | — | $1K | $74K | 1.6% | |
| Fidelity International Index 1,406 units | Mutual Funds | — | $1K | $67K | 1.4% | |
| Fidelity Total Bond K6 7,360 units | Mutual Funds | — | $7K | $64K | 1.4% | |
| Franklin Small Cap Value R6 1,048 units | Mutual Funds | — | $1K | $63K | 1.3% | |
| American Century Midcap Val R6 3,359 units | Other securities | — | $3K | $52K | 1.1% | |
| Blackrock Lifepath Index 2065 K 2,558 units | Other securities | — | $3K | $39K | 0.8% | |
| Janus Henderson Global Equity Income N 78 units 474 PGIM High Yield R6 5,722 units | Mutual Funds | — | $6K | $27K | 0.6% | |
| Fidelity Mid Cap 786 units | Mutual Funds | — | — | $27K | 0.6% | |
| Fidelity Small Cap Index 886 units | Mutual Funds | — | — | $25K | 0.5% | |
| Blackrock Lifepath Index 2060 K 626 units | Other securities | — | — | $14K | 0.3% | |
| AB Large Cap Growth Z 97 units | Mutual Funds | — | — | $11K | 0.2% | |
| American Funds American Balanced R6 189 units | Mutual Funds | — | — | $6K | 0.1% | |
| Hartford Dividend And Growth R6 160 units | Other securities | — | — | $6K | 0.1% | |
| Fidelity Intl Cptl Apprec K6 162 units | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CARMEL, IN |
| INVESTMENT ADVISOR |
| $27K |
| — |
