Christina Grabarczyk signed GI Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GI Associates, LLC's EIN is 39-1994360.
Download the official 2024 Form 5500 (PDF) for GI Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GI Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $35K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $19.0M | 30.0% | |
| MFS Grow th R4 | Mutual Funds | — | — | $8.7M | 13.7% | |
| Hartford Floating Rate High Income R5 | Bonds / Notes | — | — | $8.1M | 12.9% | |
| PIMCO Income Instl | Mutual Funds | — | — | $4.5M | 7.1% | |
| Carillon Eagle Mid Cap Grow th I | Other securities | — | — | $4.2M | 6.7% | |
| Schw ab Fundamental International Small Co Index | Common Stocks | — | — | $4.0M | 6.3% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $2.9M | 4.6% | |
| Schw ab Fundamental US Small Company Index | Common Stocks | — | — | $2.4M | 3.7% | |
| Empow er International Value Instl | Other securities | — | — | $1.7M | 2.8% | |
| Vanguard Mid Cap Value Index - Admiral | Mutual Funds | — | — | $1.4M | 2.1% | |
| Fidelity Nasdaq Composite Index | Mutual Funds | — | — | $1.2M | 1.9% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $953K | 1.5% | |
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $936K | 1.5% | |
| Empow er Select Guaranteed Fund | Other securities | — | — | $677K | 1.1% | |
| DFA Enhanced US Large Company I | Mutual Funds | — | — | $609K | 1.0% | |
| PIMCO Diversified Inc Instl | Mutual Funds | — | — | $484K | 0.8% | |
| Vanguard Health Care Fund | Mutual Funds | — | — | $437K | 0.7% | |
| Columbia Dividend Income Instl 2 | Other securities | — | — | $401K | 0.6% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $318K | $318K | 0.5% | |
| from Participants With Various Maturities - | Other securities | — | — | $318K | 0.5% | |
| Northern Small Cap Value | Other securities | — | — | $213K | 0.3% | |
| Neuberger Berman Real Estate R6 | Other securities | — | — | $105K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROOKFIELD, WI |
| INVESTMENT ADVISOR |
| $60K |
| — |
