LISA Chaplinski signed G3 Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
G3 Industries, Inc.'s EIN is 39-1193638.
Download the official 2024 Form 5500 (PDF) for G3 Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)G3 Industries, 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Group, Inc. T Rowe Price Retire 2025 Fund I Class | Mutual Funds | — | — | $1.5M | 21.4% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2035 Fund I Class | Mutual Funds | — | — | $1.1M | 14.8% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2040 Fund I Class | Mutual Funds | — | — | $1.0M | 14.3% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2020 Fund I Class | Mutual Funds | — | — | $923K | 12.7% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2030 Fund I Class | Mutual Funds | — | — | $759K | 10.5% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2045 Fund I Class | Mutual Funds | — | — | $615K | 8.5% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2055 Fund I Class | Mutual Funds | — | — | $348K | 4.8% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2050 Fund I Class | Mutual Funds | — | — | $303K | 4.2% | |
| The Vanguard Group, Inc. Vanguard 500 Index Admiral FD #540 | Common Collective Trusts | — | — | $146K | 2.0% | |
| Participant loans Interest rates from 4.50% to 9.50% - 0 - | Bonds / Notes | — | — | $130K | 1.8% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2060 Fund I Class | Mutual Funds | — | — | $74K | 1.0% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2065 Fund I Class | Mutual Funds | — | — | $54K | 0.8% | |
| Baird Capital Baird Core Plus Bond Institutional | Mutual Funds | — | — | $51K | 0.7% | |
| METLIFE CIT III GAC 25554 CLASS FO METLIFE (GREAT GRAY TRUST COMPANY, LLC) · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $30K | 0.4% | |
| Harbor Capital Advisors, Inc. Harbor Capital Appreciation Institutional | Common Stocks | — | — | $29K | 0.4% | |
| Fidelity Investments Fidelity Advisor Strategic Income Class I ** 1 Fidelity Investments Fidelity Balanced Fund | Mutual Funds | — | — | $26K | 0.4% | |
| Dodge & Cox Dodge & Cox Stock Class X | Mutual Funds | — | — | $23K | 0.3% | |
| Capital Group | American Funds AFS Eurospecific Growth R6 | Mutual Funds | — | — | $18K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Index Trust Mid-Cap Fund Admiral SHS | Common Collective Trusts | — | — | $15K | 0.2% | |
| Dodge & Cox Dodge & Cox International Stock X | Mutual Funds | — | — | $13K | 0.2% | |
| T Rowe Price Group, Inc. T Rowe Price Retire 2015 Fund I Class | Mutual Funds | — | — | $12K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index Admiral Fund #548 | Mutual Funds | — | — | $11K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Real Estate Index Fund Admiral SHS | Common Collective Trusts | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
