Isabel Sanchez signed G. M. Warehouse Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
G. M. Warehouse Inc.'s EIN is 45-0539235.
Download the official 2024 Form 5500 (PDF) for G. M. Warehouse Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)G. M. Warehouse Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2030 Inv Fund | Mutual Funds | — | — | $834K | 14.7% | |
| Vanguard Group Vanguard Target Retirement 2045 Inv Fund | Mutual Funds | — | — | $745K | 13.1% | |
| Vanguard Group Vanguard Target Retirement 2035 Inv Fund | Mutual Funds | — | — | $717K | 12.6% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv Fund | Mutual Funds | — | — | $681K | 12.0% | |
| Vanguard Group Vanguard Target Retirement 2025 Inv Fund | Mutual Funds | — | — | $667K | 11.7% | |
| Vanguard Group Vanguard Target Retirement 2050 Inv Fund | Mutual Funds | — | — | $601K | 10.6% | |
| Vanguard Group Vanguard Target Retirement 2055 Inv Fund | Mutual Funds | — | — | $293K | 5.2% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv Fund | Mutual Funds | — | — | $292K | 5.1% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv Fund | Mutual Funds | — | — | $253K | 4.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $203K | 3.6% | |
| Vanguard Group Vanguard Target Retirement 2065 Inv Fund | Mutual Funds | — | — | $128K | 2.3% | |
| T. Rowe Price Funds T. Rowe Price BI Chip Gr I Fund | Other securities | — | — | $106K | 1.9% | |
| Vanguard Group Vanguard Target Retirement Inc Inv Fund | Mutual Funds | — | — | $64K | 1.1% | |
| Goldman Sachs Goldman Sachs EM MKT EO IS R6 ** 532 Oppenheimer Inv Global R6 FD | Mutual Funds | — | — | $27K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $23K | 0.4% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $17K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2070 Inv Fund | Mutual Funds | — | — | $16K | 0.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | Mutual Funds | — | — | $8K | 0.1% | |
| Vanguard Group Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $5K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4K | <0.1% | |
| Fidelity Investments Fidelity Advisors Total Bond Z Fund | Mutual Funds | — | — | $1K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $557 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
