Linda Janks signed Gemini Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gemini Group, Inc.'s EIN is 38-3329159.
Download the official 2024 Form 5500 (PDF) for Gemini Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gemini Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $218K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $105.7M | 88.2% | |
| Similar Party Description of Investment Current Value Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $35.6M | 29.7% | |
| Fidelity Freedom Index 2025 Mutual Fund | Mutual Funds | — | — | $15.0M | 12.5% | |
| General account, at contract value Fixed Annuity | Other securities | — | — | $12.3M | 10.3% | |
| Fidelity Freedom Index 2035 Mutual Fund | Mutual Funds | — | — | $12.0M | 10.0% | |
| Fidelity Freedom Index 2045 Mutual Fund | Mutual Funds | — | — | $10.9M | 9.1% | |
| Fidelity Freedom Index 2055 Mutual Fund | Mutual Funds | — | — | $4.1M | 3.4% | |
| Fidelity Mid Cap Growth Index Mutual Fund | Mutual Funds | — | — | $4.1M | 3.4% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $3.8M | 3.2% | |
| JPMorgan US Equity Mutual Fund | Other securities | — | — | $2.6M | 2.1% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $2.5M | 2.1% | |
| Fidelity Mid Cap Value Mutual Fund | Mutual Funds | — | — | $2.3M | 1.9% | |
| Fidelity Small Cap Growth Index Mutual Fund | Mutual Funds | — | — | $1.9M | 1.6% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $1.9M | 1.6% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $1.3M | 1.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Fidelity Freedom Index 2015 Mutual Fund | Mutual Funds | — | — | $1.0M | 0.9% | |
| Vanguard High Dividend Yield Mutual Fund | Mutual Funds | — | — | $977K | 0.8% | |
| MFS International Intrinsic Value Mutual Fund | Mutual Funds | — | — | $919K | 0.8% | |
| Fidelity Emerging Markets Index Mutual Fund | Mutual Funds | — | — | $868K | 0.7% | |
| Fidelity Short term Treasury Mutual Fund | Mutual Funds | — | — | $665K | 0.6% | |
| Fidelity Small Cap Value Index Mutual Fund | Mutual Funds | — | — | $626K | 0.5% | |
| Vanguard Dividend Appreciation Index Mutual Fund | Mutual Funds | — | — | $490K | 0.4% | |
| Fidelity Freedom Index 2065 Mutual Fund | Mutual Funds | — | — | $467K | 0.4% | |
| PGIM Jennison Small Company Mutual Fund | Common Stocks | — | — | $322K | 0.3% | |
| Fidelity Intermediate Treasury Mutual Fund | Mutual Funds | — | — | $232K | 0.2% | |
| Fidelity Freedom Index Income Mutual Fund | Mutual Funds | — | — | $107K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
