Sheri Kaufmann signed Garber Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Garber Management Group, Inc.'s EIN is 38-1280515.
Download the official 2024 Form 5500 (PDF) for Garber Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Garber Management Group, Inc.'s plan includes a 401(k) feature, automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL T. STELTER & ASSOCIATES | — | SAGINAW, MI | INVESTMENT ADVISOR | $134K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $195K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Columbia Management Funds Columbia Large Cap Index Z | Other securities | — | — | $24.7M | 19.5% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $23.1M | 18.3% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $17.4M | 13.8% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $16.2M | 12.8% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $7.1M | 5.6% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $6.9M | 5.4% | |
| Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $5.2M | 4.1% | |
| UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.0% | |
| American Trust Company UTC WPS Target Risk - Mod II | Common Stocks | — | — | $4.9M | 3.9% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $4.8M | 3.8% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $4.0M | 3.2% | |
| American Funds American Funds US Government Sec | Mutual Funds | — | — | $3.1M | 2.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $2.7M | 2.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $2.5M | 2.0% | |
| American Funds T. Rowe Price Diversified Mid Cap Growth | Mutual Funds | — | — | $1.6M | 1.2% | |
| Dimensional Fund Advisors DFA US Targeted Value | Mutual Funds | — | — | $1.3M | 1.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $405K | 0.3% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $188K | 0.1% | |
| American Funds American Funds Capital World Growth Income R6 | Mutual Funds | — | — | $166K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | Mutual Funds | — | — | $110K | <0.1% | |
| American Trust Company UTC WPS Target Risk - Growth II | Common Stocks | — | — | $63K | <0.1% | |
| PIMCO Commodity Real Return Strategy Admin | Mutual Funds | — | — | $21K | <0.1% | |
| Participant loans Interest rates range from 3.25% to 6.5% -0- | Bonds / Notes | — | — | $11K | <0.1% | |
| American Trust Company UTC WPS Target Risk - Consv II | Common Stocks | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
