David Freeman signed Gary W. CLEM, Inc. DBA Almaco's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gary W. CLEM, Inc. DBA Almaco's EIN is 42-1092106.
Download the official 2024 Form 5500 (PDF) for Gary W. CLEM, Inc. DBA Almaco from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gary W. CLEM, Inc. DBA Almaco'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT, INC. | 42-1460565 | — | NONE | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STRATEGIC ROADMAP AGGRESSIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 267 | Common Collective Trust | — | — | $8.1M | 41.5% | |
| STRATEGIC ROADMAP BALANCED FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 268 | Common Collective Trust | — | — | $3.6M | 18.5% | |
| STRATEGIC ROADMAP GROWTH FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 270 | Common Collective Trust | — | — | $2.6M | 13.2% | |
| Charles Schwab Trust Company Schwab S&P 500 Index Fund - Select Shares | Common Collective Trusts | — | — | $1.4M | 6.9% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.3M | 6.7% | |
| STRATEGIC ROADMAP MODERATE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 271 | Common Collective Trust | — | — | $451K | 2.3% | |
| Charles Schwab Trust Company Vanguard Mid Cap Value | Mutual Funds | — | — | $412K | 2.1% | |
| Charles Schwab Trust Company Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $278K | 1.4% | |
| Charles Schwab Trust Company Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $237K | 1.2% | |
| Charles Schwab Trust Company DFA US CORE Equity Portfolio Institutional | Mutual Funds | — | — | $212K | 1.1% | |
| STRATEGIC ROADMAP CONSERVATIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 269 | Common Collective Trust | — | — | $176K | 0.9% | |
| Charles Schwab Trust Company Vanguard Target Retirement 2070 Fund ** 475 * Participant Loans Interest rates ranging from 4.25% to 9.50% $0 | Mutual Funds | — | — | $173K | 0.9% | |
| Charles Schwab Trust Company Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $169K | 0.9% | |
| Charles Schwab Trust Company Schwab International Index Fund | Common Collective Trusts | — | — | $116K | 0.6% | |
| Charles Schwab Trust Company Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $111K | 0.6% | |
| Charles Schwab Trust Company Cohen & Steers Realty Shares | Mutual Funds | — | — | $92K | 0.5% | |
| Charles Schwab Trust Company Driehaus Emerging Mkts Growth FD | Mutual Funds | — | — | $49K | 0.2% | |
| Charles Schwab Trust Company Vanguard Target Retirement 2045 Fd I | Mutual Funds | — | — | $47K | 0.2% | |
| Charles Schwab Trust Company Loomis Sayles Global Bond Fund CL I | Mutual Funds | — | — | $29K | 0.1% | |
| Charles Schwab Trust Company Vanguard Target Retirement 2035 Fd I | Mutual Funds | — | — | $7K | <0.1% | |
| Charles Schwab Trust Company Doubleline Total Return Bond FD CL I | Mutual Funds | — | — | $5K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
