Christine Scheer signed Gabriel, Roeder, Smith & Company Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gabriel, Roeder, Smith & Company Holdings, Inc.'s EIN is 47-5435846.
Download the official 2024 Form 5500 (PDF) for Gabriel, Roeder, Smith & Company Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gabriel, Roeder, Smith & Company Holdings, Inc.'s plan includes an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Funds ......................... | Mutual Funds | — | $10.0M | $10.3M | 75.4% | |
| Investment Cost, Fair Market Value, Non-participant directed Non-participant directed Cash ............................................................................. $ − * Investment in sponsor company common stock ....... | Cash / Money Market | — | $996K | $3.3M | 24.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
