AMY Ellis signed Graton Economic Development AUTH's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Graton Economic Development AUTH's EIN is 46-0601203.
Download the official 2024 Form 5500 (PDF) for Graton Economic Development AUTH from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Graton Economic Development AUTH'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $160K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRATON RESORT AND CASINO |
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 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.9M | 11.4% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $8.4M | 9.7% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $7.2M | 8.3% | |
| JPMORGAN LG CP GR - R2 | Registered Investment Companies | — | — | $7.2M | 8.2% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $6.6M | 7.6% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $5.9M | 6.7% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $5.3M | 6.1% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $4.9M | 5.6% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $4.5M | 5.2% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $4.5M | 5.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.4M | 4.0% | |
| T. ROWE PRICE SM-CAP STOCK-ADV | Registered Investment Companies | — | — | $2.4M | 2.7% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $2.3M | 2.6% | |
| AMERICAN MUTUAL R4 | Registered Investment Companies | — | — | $2.2M | 2.6% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.5% | |
| AM FNDS EUROPACIFIC GROWTH -R3 | Registered Investment Companies | — | — | $1.7M | 2.0% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $1.1M | 1.3% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $1.1M | 1.3% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $778K | 0.9% | |
| AMF INCOME FUND OF AMERICA- R4 | Registered Investment Companies | — | — | $509K | 0.6% | |
| T. ROWE PRICE RET 2005 - ADV | Registered Investment Companies | — | — | $354K | 0.4% | |
| T. ROWE PRICE RETIRE BAL ADV | Registered Investment Companies | — | — | $258K | 0.3% | |
| T.ROWE PRICE RETIRE 2010 - ADV | Registered Investment Companies | — | — | $219K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-0601203 |
| — |
| ACCOUNTANT |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $156K | — |
