Kristy Roagers signed Gravis Law, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gravis Law, PLLC's EIN is 46-3869539.
Download the official 2024 Form 5500 (PDF) for Gravis Law, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gravis Law, PLLC'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, NA | 45-6062081 | — | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PETERSON HASTINGS INVESTMENT MGMT | 91-1216229 | — | NONE | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Avantis U.S. Large Cap Value Inst Mutual Fund | Other securities | — | — | $738K | 17.6% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $518K | 12.4% | |
| Avantis U.S. Small Cap Value Fund Mutual Fund | Other securities | — | — | $462K | 11.0% | |
| Vanguard Core Bond Fund ADM Mutual Fund | Mutual Funds | — | — | $409K | 9.8% | |
| DFA US Hi Relatv Profitability Instl Mutual Fund | Mutual Funds | — | — | $333K | 7.9% | |
| Avantis International Small Cap Value Mutual Fund | Other securities | — | — | $245K | 5.9% | |
| Vanguard Interm Term Corp Fund Adm Shares Mutual Fund | Mutual Funds | — | — | $241K | 5.8% | |
| DFA International Value III Mutual Fund | Mutual Funds | — | — | $212K | 5.1% | |
| DFA Emerging Markets Core Equity I Mutual Fund | Mutual Funds | — | — | $201K | 4.8% | |
| Notes Receivable from Participants Interest Rates, 4.25% - 9.50% | Bonds / Notes | — | — | $186K | 4.4% | |
| DFA INTL Hi Relatv Profitability Instl Mutual Fund | Mutual Funds | — | — | $184K | 4.4% | |
| Vanguard Index Trust Mid Cap Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $137K | 3.3% | |
| DFA Short-Duration Real Return Instl Mutual Fund | Mutual Funds | — | — | $134K | 3.2% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $121K | 2.9% | |
| Vanguard Total Bond Market Index Adm Fund Mutual Fund | Mutual Funds | — | — | $43K | 1.0% | |
| Repayments are included: Year Not Corrected Outside VFCP Correction in VFCP 2002-51 X 2022 | Other securities | — | — | $39K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
