Lindsey Moellers signed Gemini, Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gemini, Incorporated's EIN is 41-0854683.
Download the official 2023 Form 5500 (PDF) for Gemini, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Gemini, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $142K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PERCEPTIVE EDGE INVESTMENT MGMT INC | — | WAYZATA, MN | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund I T. Rowe Price Retirement 2030 Fund I16,361,837.78 | Other securities | — | $16.4M | $18.4M | 18.1% | |
| Vanguard Institutional Index I Vanguard Institutional Index I | Mutual Funds | — | $12.3M | $16.1M | 15.9% | |
| T. Rowe Price Retirement 2035 Fund I T. Rowe Price Retirement 2035 Fund I 9,859,924.38 | Other securities | — | $9.9M | $11.2M | 11.0% | |
| T. Rowe Price Retirement 2025 Fund I T. Rowe Price Retirement 2025 Fund I 9,804,218.09 | Other securities | — | $9.8M | $10.8M | 10.6% | |
| T. Rowe Price Retirement 2040 Fund I T. Rowe Price Retirement 2040 Fund I 8,313,707.98 | Other securities | — | $8.3M | $9.5M | 9.4% | |
| T. Rowe Price Retirement 2050 Fund I T. Rowe Price Retirement 2050 Fund I 6,671,260.18 | Other securities | — | $6.7M | $7.6M | 7.5% | |
| T. Rowe Price Retirement 2055 Fund I T. Rowe Price Retirement 2055 Fund I 4,349,717.28 | Other securities | — | $4.3M | $5.0M | 4.9% | |
| T. Rowe Price Retirement 2045 Fund I T. Rowe Price Retirement 2045 Fund I 4,251,844.00 | Other securities | — | $4.3M | $4.9M | 4.8% | |
| T. Rowe Price Retirement 2060 Fund I T. Rowe Price Retirement 2060 Fund I 3,866,783.41 | Other securities | — | $3.9M | $4.4M | 4.4% | |
| Vanguard Treasury Money Market Investor Vanguard Treasury Money Market | Mutual Funds | — | $41K | $4.0M | 4.0% | |
| T. Rowe Price Retirement 2020 Fund I T. Rowe Price Retirement 2020 Fund I 3,188,785.92 | Other securities | — | $3.2M | $3.5M | 3.5% | |
| Value of Interest in Registered Investment Companies T. Rowe Price Retirement 2015 Fund I T. Rowe Price Retirement 2015 Fund I 2,503,349.99 | Other securities | — | $2.5M | $2.8M | 2.7% | |
| Participant Loans Master Participant Loan Master Participant Loan | Participant loans | — | $1.5M | $1.5M | 1.5% | |
| T. Rowe Price Retirement 2065 Fund I T. Rowe Price Retirement 2065 Fund I | Other securities | — | $752K | $821K | 0.8% | |
| T. Rowe Price Retirement Balanced Fund I T. Rowe Price Retirement Balanced Fun 491,814.46 | Other securities | — | $492K | $523K | 0.5% | |
| Vanguard Growth Index Admiral Vanguard Growth Index Admiral | Mutual Funds | — | $52K | $67K | <0.1% | |
| VALUE Interest-Bearing Cash/Money Market Schwab Cash Account Schwab Cash Account | Mutual Funds | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLAY ALVESHERE, CPA | 50-1682818 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARRINGTON LANGER ASSOCIATES | — | ST PAUL, MN | NONE | $7K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
