Jay BASS signed Gunderlin, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gunderlin, Ltd.'s EIN is 59-0691691.
Download the official 2024 Form 5500 (PDF) for Gunderlin, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gunderlin, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
| MUTUAL OF OMAHA | 47-0246511 | — | INVESTMENT COMPANY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENCHMARK FINANCIAL WEALTH ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 IDX SEC LEND I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $2.3M | 17.7% | |
| RETIREMENT RIGHT STABLE VALUE I HAND BENEFITS & TRUST · EIN 74-2008758 / PN 227 | Common Collective Trust | — | — | $1.7M | 13.0% | |
| STATE STREET US GOV/CRT BD IND NONL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 261 | Common Collective Trust | — | — | $937K | 7.3% | |
| STATE STREET RUSSELL L/C GROWTH IDX STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 061 | Common Collective Trust | — | — | $913K | 7.1% | |
| STATE STREET INTL IND SECS LENDING STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 010 | Common Collective Trust | — | — | $746K | 5.8% | |
| Harbor Capital Appreciation Ret Harbor 0 | Other securities | — | — | $701K | 5.4% | |
| STATE STREET RET RIGHT TARGET 2030 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 231 | Common Collective Trust | — | — | $572K | 4.4% | |
| Vanguard U.S. Growth Adm Vanguard 0 | Mutual Funds | — | — | $522K | 4.1% | |
| STATE STREET US INFL PRO BD IDX S/L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $455K | 3.5% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $436K | 3.4% | |
| STATE STREET RUSS SM CAP IND SECS L STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $408K | 3.2% | |
| T. Rowe Price Growth Stock I T. Rowe Price 0 | Other securities | — | — | $407K | 3.2% | |
| Franklin Growth R6 Franklin 0 | Mutual Funds | — | — | $365K | 2.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $360K | 2.8% | |
| Invesco Global R6 Invesco 0 | Mutual Funds | — | — | $358K | 2.8% | |
| STATE STREET S&P MIDCAP IDX SEC LEN STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $355K | 2.8% | |
| STATE STREET EMERGING MKT IND SL II STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $304K | 2.4% | |
| STATE STREET RUSSELL LG CAP VAL IND STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 060 | Common Collective Trust | — | — | $262K | 2.0% | |
| JHancock III Disc Val Mid Cap R6 John Hancock 0 | Other securities | — | — | $241K | 1.9% | |
| BlackRock High Yield Portfolio K BlackRock 0 | Other securities | — | — | $115K | 0.9% | |
| CALLAN GLIDEPATH 2025 MO GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $107K | 0.8% | |
| STATE STREET RET RIGHT TARGET 2025 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 230 | Common Collective Trust | — | — | $98K | 0.8% | |
| T. Rowe Price Spectrum Cons Alloc I T. Rowe Price 0 204 T. Rowe Price Spectrum Mod Alloc I T. Rowe Price 0 | Other securities | — | — | $76K | 0.6% | |
| CALLAN GLIDEPATH 2020 MO GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $60K | 0.5% | |
| STATE STREET RET RIGHT TARGET 2050 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 235 | Common Collective Trust | — | — | $42K | 0.3% | |
| CALLAN GLIDEPATH 2045 MO GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $10K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2045 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 234 | Common Collective Trust | — | — | $9K | <0.1% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $7K | <0.1% | |
| Nationwide Geneva Small Cap Growth R6 Nationwide 0 | Other securities | — | — | $6K | <0.1% | |
| CALLAN GLIDEPATH 2065 MO GREAT GRAY TRUST · EIN 38-4116834 / PN 508 | Common Collective Trust | — | — | $5K | <0.1% | |
| CALLAN GLIDEPATH 2060 MO GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH 2055 MO GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH 2040 MO GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $3K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2055 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 236 | Common Collective Trust | — | — | $3K | <0.1% | |
| CALLAN GLIDEPATH 2050 MO GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $3K | <0.1% | |
| Vanguard Global Equity Inv Vanguard 0 | Mutual Funds | — | — | $3K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2060 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 237 | Common Collective Trust | — | — | $2K | <0.1% | |
| Causeway International Value Instl Causeway 0 98 ClearBridge Small Cap Growth IS Legg Mason 0 | Other securities | — | — | $1K | <0.1% | |
| Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0 | Other securities | — | — | $1K | <0.1% | |
| STATE STREET RET RIGHT TARGET 2040 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET RET RIGHT TARGET 2065 HAND BENEFITS & TRUST · EIN 74-2008758 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BOCA RATON, FL |
| NONE |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 45-1564286 | — | NONE | $24K | — |
| UNITED OF OMAHA | 47-0322111 | — | INVESTMENT COMPANY | $2K | — |
