Natalie Weiss signed Gables Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gables Engineering, Inc.'s EIN is 59-0561349.
Download the official 2024 Form 5500 (PDF) for Gables Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gables Engineering, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. |
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 | |||||
|---|---|---|---|---|---|---|
| PERSONAL CHOICE RETIREMENT | Self-Directed Brokerage | — | — | $48.0M | 51.1% | |
| VANGUARD FED MONEY MARKET | Mutual Funds | — | — | $7.0M | 7.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Other securities | — | — | $6.0M | 6.4% | |
| VANGUARD INSTITUTION AL INDEX | Mutual Funds | — | — | $5.3M | 5.7% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.8% | |
| CARILLON EAGLE MDCP GROWTH R6 | Other securities | — | — | $3.5M | 3.8% | |
| BLACKROCK LIFEPATH IDX RTRMT K | Common Collective Trusts | — | — | $3.4M | 3.6% | |
| VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $2.4M | 2.6% | |
| LOOMIS SAYLES CORE PLUS BOND N | Other securities | — | — | $2.1M | 2.2% | |
| MFS INTL INTRINSIC VALUE R6 | Mutual Funds | — | — | $1.9M | 2.0% | |
| BLACKROCK LIFEPATH IDX 2040 K | Common Collective Trusts | — | — | $1.8M | 1.9% | |
| BLACKROCK LIFEPATH IDX 2035 K | Common Collective Trusts | — | — | $1.7M | 1.9% | |
| BLACKROCK LIFEPATH IDX 2030 K | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| VICTORY SYC EST VALUE R6 | Other securities | — | — | $1.0M | 1.1% | |
| HARBOR SMALL CAP GROWTH RETIRE | Other securities | — | — | $917K | 1.0% | |
| BLACKROCK LIFEPATH IDX 2050 K | Common Collective Trusts | — | — | $767K | 0.8% | |
| AMERICAN BEACON SMCAP VA R6 | Other securities | — | — | $717K | 0.8% | |
| Notes Receivable From Participants | Other securities | — | — | $715K | 0.8% | |
| VANGUARD TTL BOND MKT IDX ADM | Common Collective Trusts | — | — | $667K | 0.7% | |
| BLACKROCK LIFEPATH IDX 2055 K | Common Collective Trusts | — | — | $612K | 0.7% | |
| VANGUARD EXTENDED MKT INDX ADM | Mutual Funds | — | — | $296K | 0.3% | |
| VANGUARD TOT INTL STK IDX ADM | Common Collective Trusts | — | — | $131K | 0.1% | |
| BLACKROCK LIFEPATH IDX 2045 K | Common Collective Trusts | — | — | $130K | 0.1% | |
| BLACKROCK LIFEPATH IDX 2065 K | Common Collective Trusts | — | — | $124K | 0.1% | |
| BLACKROCK LIFEPATH IDX 2060 K | Common Collective Trusts | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $408 |
| — |
