Barbara Livingston signed Gregory Electric Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gregory Electric Company, Inc.'s EIN is 57-0362682.
Download the official 2024 Form 5500 (PDF) for Gregory Electric Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gregory Electric Company, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPERIO RETIREMENT CONSULTING, IN | 20-4798483 | — | CONSULTANT | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR Registered Investment Companies | Mutual Funds | — | — | $3.8M | 18.9% | |
| MFS VALUE R3 Registered Investment Companies | Mutual Funds | — | — | $2.2M | 10.7% | |
| FID 500 INDEX Registered Investment Companies | Common Collective Trusts | — | — | $2.0M | 10.1% | |
| TRP TARGET 2025 INV Registered Investment Companies | Other securities | — | — | $1.7M | 8.2% | |
| TRP TARGET 2030 INV Registered Investment Companies | Other securities | — | — | $1.6M | 7.7% | |
| BP SM CP VAL II INV Registered Investment Companies | Other securities | — | — | $1.2M | 6.0% | |
| MIP CL 1 Common Collective Trust | Common Collective Trusts | — | — | $1.1M | 5.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.0M | 5.1% | |
| TRP TARGET 2040 INV Registered Investment Companies | Other securities | — | — | $947K | 4.7% | |
| TRP TARGET 2020 INV Registered Investment Companies | Other securities | — | — | $847K | 4.2% | |
| TRP TARGET 2045 INV Registered Investment Companies | Other securities | — | — | $619K | 3.0% | |
| TRP TARGET 2035 INV Registered Investment Companies | Other securities | — | — | $560K | 2.8% | |
| Notes Receivable * Notes Receivable from Participants | Other securities | — | — | $547K | 2.7% | |
| FID RET GOVT MM Money Market Funds | Mutual Funds | — | — | $460K | 2.3% | |
| FID TOTAL BOND Registered Investment Companies | Mutual Funds | — | — | $453K | 2.2% | |
| TRP TARGET 2060 INV Registered Investment Companies | Other securities | — | — | $324K | 1.6% | |
| TRP TARGET 2050 INV Registered Investment Companies | Other securities | — | — | $290K | 1.4% | |
| TRP TARGET 2055 INV Registered Investment Companies | Other securities | — | — | $260K | 1.3% | |
| FID BALANCED Registered Investment Companies | Mutual Funds | — | — | $237K | 1.2% | |
| FID US BOND IDX Registered Investment Companies | Common Collective Trusts | — | — | $151K | 0.7% | |
| FID INFL PR BD IDX Registered Investment Companies | Common Collective Trusts | — | — | $115K | 0.6% | |
| FID GLB EX US IDX Registered Investment Companies | Common Collective Trusts | — | — | $68K | 0.3% | |
| TRP TARGET 2010 INV Registered Investment Companies | Other securities | — | — | $37K | 0.2% | |
| MM MID CAP GRTH SVC Registered Investment Companies | Other securities | — | — | $36K | 0.2% | |
| FID EXTD MKT IDX Registered Investment Companies | Common Collective Trusts | — | — | $31K | 0.2% | |
| TRP TARGET 2065 INV Registered Investment Companies | Other securities | — | — | $9K | <0.1% | |
| TRP TARGET 2015 INV Registered Investment Companies | Other securities | — | — | $4K | <0.1% | |
| TRP TARGET 2005 INV Registered Investment Companies | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
