Stephanie Kachur signed Gemini Trust Company, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gemini Trust Company, LLC's EIN is 47-5153145.
Download the official 2022 Form 5500 (PDF) for Gemini Trust Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Gemini Trust Company, LLC'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 | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.0M | 17.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $4.1M | 14.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $2.9M | 10.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.9M | 10.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.4M | 8.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.2M | 8.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $842K | 3.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $759K | 2.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $706K | 2.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $519K | 1.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $506K | 1.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $489K | 1.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $473K | 1.7% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $445K | 1.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $354K | 1.3% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $352K | 1.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $329K | 1.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $287K | 1.0% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $286K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $275K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $247K | 0.9% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $206K | 0.7% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $194K | 0.7% | |
| BLACKROCK HIGH YIELD BOND K | Registered Investment Companies | — | — | $172K | 0.6% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $167K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $140K | 0.5% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $120K | 0.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $91K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $74K | 0.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $41K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
