Robert Hummert signed Grimco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grimco, Inc.'s EIN is 43-0955083.
Download the official 2024 Form 5500 (PDF) for Grimco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grimco, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | NONE | $38K | — |
| CHARLES SCHWAB TRUST BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index FD Mutual Fund | Common Collective Trusts | — | — | $7.4M | 9.3% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $7.0M | 8.7% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $6.7M | 8.4% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $5.9M | 7.3% | |
| RETIREMENT ADVOCATE MOD AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 221 | Common Collective Trust | — | — | $5.7M | 7.1% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $4.6M | 5.7% | |
| RETIREMENT ADVOCATE AGGRESSIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 222 | Common Collective Trust | — | — | $4.3M | 5.4% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $4.3M | 5.3% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $3.8M | 4.7% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $3.7M | 4.6% | |
| RETIREMENT ADVOCATE MOD CONSERV MATRIX TRUST COMPANY · EIN 75-3182674 / PN 219 | Common Collective Trust | — | — | $3.2M | 4.0% | |
| American Funds Growth Fund of America R6 Mutual Fund | Mutual Funds | — | — | $3.2M | 3.9% | |
| RETIREMENT ADVOCATE MODERATE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 220 | Common Collective Trust | — | — | $2.9M | 3.7% | |
| Dodge & Cox Stock Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 2.2% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| SCHWAB INDEXED RET TRUST FD 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.6M | 2.0% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| American Funds Europacific Growth Fund R6 Mutual Fund | Mutual Funds | — | — | $884K | 1.1% | |
| Fidelity Intl Index FD Mutual Fund | Mutual Funds | — | — | $800K | 1.0% | |
| Ivy Mid Cap Growth I Mutual Fund | Other securities | — | — | $694K | 0.9% | |
| JP Morgan Mid Cap Value R6 Mutual Fund | Other securities | — | — | $684K | 0.9% | |
| T. Rowe Price QM US Small Cap Growth Equity I Mutual Fund | Other securities | — | — | $647K | 0.8% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $594K | 0.7% | |
| American Beacon Mid Cap Value Institutional Mutual Fund | Other securities | — | — | $558K | 0.7% | |
| RETIREMENT ADVOCATE CONSERVATIVE MATRIX TRUST COMPANY · EIN 75-3182674 / PN 218 | Common Collective Trust | — | — | $456K | 0.6% | |
| American Beacon Small Cap Value Institutional Mutual Fund | Other securities | — | — | $452K | 0.6% | |
| SCHWAB INDEXED RET TRUST FD 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $403K | 0.5% | |
| SCHWAB INDEXED RET TRUST FD 2010 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $393K | 0.5% | |
| IR&M CORE BOND COLLECTIVE FUND GLOBAL TRUST COMPANY - IR&M · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $391K | 0.5% | |
| Fidelity Emerging MKTS Index Mutual Fund | Mutual Funds | — | — | $249K | 0.3% | |
| Ishares Developed Real Estate Index K Mutual Fund | Other securities | — | — | $183K | 0.2% | |
| Fidelity Inflation Protected Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $159K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $127K | 0.2% | |
| Notes receivable from participants maturing through September 2028 | Other securities | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-3967259 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
