Jackie Chakos signed GF Machining Solutions LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GF Machining Solutions LLC's EIN is 38-1574205.
Download the official 2024 Form 5500 (PDF) for GF Machining Solutions LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GF Machining Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA, LLC | 54-1172176 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Funds Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $10.5M | 17.5% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | Other securities | — | — | $6.0M | 10.0% | |
| MFS Value Fund R6 | Mutual Funds | — | — | $5.1M | 8.5% | |
| Schwab Funds Schwab Government Money Fund | Mutual Funds | — | — | $4.9M | 8.2% | |
| and Money Market Mutual Fund Baron Capital Group Baron Small Cap Institutional Fund | Mutual Funds | — | — | $4.1M | 6.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $3.4M | 5.7% | |
| Vanguard Institutional Target Retirement Fund 2025 | Mutual Funds | — | — | $3.0M | 5.1% | |
| Vanguard Institutional Target Retirement Fund 2035 | Mutual Funds | — | — | $2.7M | 4.5% | |
| VANGUARD TARGET RETIREMNT 2030 Registered Investment Company | Mutual Funds | — | — | $2.4M | 4.1% | |
| Vanguard Institutional Target Retirement Fund 2040 | Mutual Funds | — | — | $2.3M | 3.9% | |
| Vanguard Institutional Target Retirement Fund 2050 | Mutual Funds | — | — | $2.1M | 3.4% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $1.7M | 2.8% | |
| Vanguard Institutional Target Retirement Fund 2045 | Mutual Funds | — | — | $1.6M | 2.7% | |
| Self-Directed Brokerage Accounts * Charles Schwab Trust Bank Personal Choice Retirement - Mutual Funds and Common Stock | Self-Directed Brokerage | — | — | $1.5M | 2.6% | |
| Harding Loevner Harding Loevner International Equity Fund | Other securities | — | — | $1.4M | 2.3% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $1.2M | 2.1% | |
| Vanguard Institutional Target Retirement Fund 2055 | Mutual Funds | — | — | $907K | 1.5% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $864K | 1.4% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $683K | 1.1% | |
| Vanguard Institutional Target Retirement Fund 2020 | Mutual Funds | — | — | $562K | 0.9% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $538K | 0.9% | |
| Vanguard Institutional Target Retirement Fund 2060 | Mutual Funds | — | — | $243K | 0.4% | |
| Vanguard Institutional Target Retirement Fund 2065 | Mutual Funds | — | — | $237K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $80K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC | 20-0361079 | — | NONE | $26K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $418 | — |
