Susan LUTZ signed Gilster-Mary Lee Corp. Employees Profit Sharing Retirement Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gilster-Mary Lee Corp. Employees Profit Sharing Retirement Trust's EIN is 37-0951425.
Download the official 2024 Form 5500 (PDF) for Gilster-Mary Lee Corp. Employees Profit Sharing Retirement Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | INVESTMENT ADVISOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBER, ECK & BRAECKEL, LLP | 43-0352985 | CAPE GIRARDEAU, MO | PLAN AUDITOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money market accounts N/A | Cash / Money Market | — | $5.2M | $5.2M | 39.2% | |
| Mary Lee Packaging 1,894 Shares | Other securities | — | $2.3M | $3.4M | 26.0% | |
| Ford Motor Company 190,000 Shares | Common Stocks | — | $1.6M | $2.0M | 15.0% | |
| U.S. Treasury Bonds 10,000 Shares | U.S. Treasuries | — | $1000K | $1000K | 7.6% | |
| Kroger 14,000 Shares | Other securities | — | $38K | $847K | 6.4% | |
| Fidelity Treasury 500,000 Shares | Mutual Funds | — | $500K | $500K | 3.8% | |
| Delta Airlines, Inc 2,000 Shares | Common Stocks | — | $19K | $136K | 1.0% | |
| Broker cash accumulation accounts N/A | Cash / Money Market | — | $104K | $104K | 0.8% | |
| Cash N/A | Cash / Money Market | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Gilster-Mary Lee Corp. Employees Profit Sharing Retirement Trust's plan includes profit-sharing.
