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 a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $41.6M | 96.7% |
| CONRAD SIEGEL INVESTMENT ADVISORS |
| 01-0726056 |
| — |
| NONE |
| $30K |
| — |
| COHEN & STEERS CAPITAL MANAGEMENT, | 14-1904657 | — | NONE | $0 | — |
| DIMENSIONAL FUND ADVISORS LP | 30-0447847 | — | NONE | $0 | — |
| J.P. MORGAN INVESTMENT MANAGEMENT, | 13-2624428 | — | NONE | $0 | — |
| BLACKROCK FUND ADVISORS | 51-0318674 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $24K | — |
| CHARLES SCHWAB TRUST BANK | — | AUSTIN, TX | NONE | $16K | — |
| ARTISAN PARTNERS LIMITED PARTNERSHI | 39-1811840 | — | NONE | $0 | — |
| BAILLIE GIFFORD OVERSEAS LIMITED | — | — | NONE | $0 | — |
