Phillip Blair signed Gamber-Johnson, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gamber-Johnson, LLC's EIN is 39-1980361.
Download the official 2024 Form 5500 (PDF) for Gamber-Johnson, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gamber-Johnson, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $28K | — |
| FRANCIS, LLC | — | BROOKFIELD, WI | NONE | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Funds Large Cap Growth Fund | Other securities | — | — | $1.6M | 15.5% | |
| T. Rowe Price Funds Retirement 2040 Fund | Other securities | — | — | $1.1M | 10.3% | |
| T. Rowe Price Funds Retirement 2030 Fund | Other securities | — | — | $1.0M | 10.0% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.0M | 10.0% | |
| T. Rowe Price Funds Retirement 2050 Fund | Other securities | — | — | $894K | 8.6% | |
| T. Rowe Price Funds Retirement 2055 Fund | Other securities | — | — | $811K | 7.8% | |
| T. Rowe Price Funds Retirement 2035 Fund | Other securities | — | — | $680K | 6.6% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $574K | 5.6% | |
| T. Rowe Price Funds Retirement 2060 Fund | Other securities | — | — | $451K | 4.4% | |
| T. Rowe Price Funds Retirement 2025 Fund | Other securities | — | — | $420K | 4.1% | |
| T. Rowe Price Funds Retirement 2045 Fund | Other securities | — | — | $365K | 3.5% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $245K | 2.4% | |
| T. Rowe Price Funds Retirement 2065 Fund | Other securities | — | — | $205K | 2.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $185K | 1.8% | |
| Vanguard Funds Real Estate Index Fund | Common Collective Trusts | — | — | $173K | 1.7% | |
| Dodge & Cox Funds Stock Fund | Mutual Funds | — | — | $138K | 1.3% | |
| American Beacon Funds Small Cap Value Fund | Mutual Funds | — | — | $113K | 1.1% | |
| Dodge & Cox Funds Income Fund | Mutual Funds | — | — | $69K | 0.7% | |
| repayment schedules through October 2029 - | Other securities | — | — | $67K | 0.6% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $58K | 0.6% | |
| Harbor Funds Small Cap Growth Fund | Mutual Funds | — | — | $44K | 0.4% | |
| Goldman Sachs Funds Emerging Markets Equity Fund | Other securities | — | — | $43K | 0.4% | |
| T. Rowe Price Funds Retirement 2020 Fund | Other securities | — | — | $19K | 0.2% | |
| MFS Funds Emerging Markets Debt Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Victory Capital Funds Trivalent International Small-Cap Fund | Other securities | — | — | $6K | <0.1% | |
| STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
