Elizabeth Legant signed Gilson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gilson, Inc.'s EIN is 39-1081537.
Download the official 2024 Form 5500 (PDF) for Gilson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gilson, Inc.'s plan includes a 401(k) feature, profit-sharing, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY EMPLOYER | $28K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.0M | 20.4% | |
| Common stock | Common Stocks | — | — | $6.7M | 13.6% | |
| JP Morgan Large Growth R6 | Other securities | — | — | $4.1M | 8.4% | |
| Vanguard Target Retirement Inc. | Mutual Funds | — | — | $2.4M | 4.9% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $2.4M | 4.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.4M | 4.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.3M | 4.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.0M | 4.0% | |
| NYL Insurance Anchor IV | Other securities | — | — | $1.8M | 3.6% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE ANCHOR ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.8M | 3.6% | |
| MFS Intl Diversification | Mutual Funds | — | — | $1.5M | 3.1% | |
| MFS Value Fund R3 | Mutual Funds | — | — | $1.2M | 2.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.2M | 2.4% | |
| Lord Abbett Bond Debenture | U.S. Treasuries | — | — | $1.1M | 2.2% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $983K | 2.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $981K | 2.0% | |
| Janus Flexible Bond Fund | Mutual Funds | — | — | $791K | 1.6% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $783K | 1.6% | |
| Baron Small Cap Fund Inst | Other securities | — | — | $780K | 1.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $747K | 1.5% | |
| Cohen & Steers Real Est Sec Z | Other securities | — | — | $551K | 1.1% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $476K | 1.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $471K | 1.0% | |
| American New World Fund R6 | Other securities | — | — | $418K | 0.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $351K | 0.7% | |
| Victory Triv Int Small Cap | Other securities | — | — | $307K | 0.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $231K | 0.5% | |
| Fidelity MC Growth Index | Mutual Funds | — | — | $205K | 0.4% | |
| Interest bearing cash | Cash / Money Market | — | — | $203K | 0.4% | |
| BlackRock MidCap Value K | Other securities | — | — | $195K | 0.4% | |
| Notes receivable from participants (4.25% - 9.5%) - | Bonds / Notes | — | — | $171K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $158K | 0.3% | |
| PIMCO Gov Money Market Admin | Mutual Funds | — | — | $26K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $8K | <0.1% |
