Gilmore & Bell, P.C.'s EIN is 43-1611738.
Download the official 2024 Form 5500 (PDF) for Gilmore & Bell, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gilmore & Bell, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONE ADVISORY PARTNERS LLC | 45-4357540 | — | INVESTMENT ADVISOR | $49K | — |
| ASSETMARK INC | 58-2113323 | — | INVESTMENT ADVISOR | $44K | — |
| HILL INVESTMENT GROUP LLC | 20-3028354 | — | INVESTMENT ADVISOR | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various investments | Self-Directed Brokerage | — | — | $16.5M | 22.7% | |
| Vanguard Target Retirement 2045 Mutal Fund | Mutual Funds | — | — | $13.2M | 18.2% | |
| Vanguard Target Retirement 2040 Mutal Fund | Mutual Funds | — | — | $9.1M | 12.5% | |
| Vanguard Target Retirement 2055 Mutal Fund | Mutual Funds | — | — | $7.1M | 9.9% | |
| Vanguard Target Retirement 2035 Mutal Fund | Mutual Funds | — | — | $6.2M | 8.6% | |
| Vanguard Target Retirement 2025 Mutal Fund | Mutual Funds | — | — | $5.9M | 8.1% | |
| Vanguard Target Retirement 2030 Mutal Fund | Mutual Funds | — | — | $4.8M | 6.6% | |
| Vanguard Target Retirement 2050 Mutal Fund | Mutual Funds | — | — | $4.3M | 5.9% | |
| Vanguard Target Retirement 2020 Mutal Fund | Mutual Funds | — | — | $1.1M | 1.6% | |
| Vanguard Target Retirement 2060 Mutal Fund | Mutual Funds | — | — | $710K | 1.0% | |
| Vanguard Target Retirement Income Mutal Fund | Mutual Funds | — | — | $702K | 1.0% | |
| Vanguard Cash Reserves Federal Money Market Money Market Fund | Mutual Funds | — | — | $342K | 0.5% | |
| Vanguard Target Retirement 2065 Mutal Fund | Mutual Funds | — | — | $220K | 0.3% | |
| Notes receivable from participants Various participants, Interest rates range from 4.25% to 9.50% | Bonds / Notes | — | — | $194K | 0.3% | |
| Vanguard Target Retirement 2070 Mutal Fund | Mutual Funds | — | — | $95K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
