Benjamin Jerrell signed GEM Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GEM Technologies, Inc.'s EIN is 62-1578186.
Download the official 2024 Form 5500 (PDF) for GEM Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GEM Technologies, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TRUST COMPANY OF TENNESSEE, INC | 62-1291257 | — | NONE | $59K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Admiral 8,674.377 Shares of Registered Investment Co | Mutual Funds | — | — | $1.8M | 15.6% | |
| BlackRock Lifepath Index Retirement Fund K 128,680.646 Shares of Registered Investment Co | Common Stocks | — | — | $1.8M | 15.1% | |
| BlackRock Lifepath Index 2035 Fund K 58,019.330 Shares of Registered Investment Co | Common Stocks | — | — | $1.1M | 9.3% | |
| BlackRock Lifepath Index 2030 Fund K 60,321.709 Shares of Registered Investment Co | Common Stocks | — | — | $1.0M | 8.8% | |
| Vanguard 500 Index Fd #540 Adm Shs 1,614.466 Shares of Registered Investment Co | Common Collective Trusts | — | — | $876K | 7.5% | |
| BlackRock Lifepath Index 2045 Fund K 28,392.585 Shares of Registered Investment Co | Common Stocks | — | — | $631K | 5.4% | |
| MicroStrategy Inc 1,889.000 Shares of Common Stock | Common Stocks | — | — | $547K | 4.7% | |
| BlackRock Lifepath Index 2050 Fund K 22,919.191 Shares of Registered Investment Co | Common Stocks | — | — | $533K | 4.5% | |
| BlackRock Lifepath Index 2040 Fund K 22,265.389 Shares of Registered Investment Co | Common Stocks | — | — | $455K | 3.9% | |
| BlackRock LifePath Index 2060 Fund K 16,816.092 Shares of Registered Investment Co | Common Stocks | — | — | $363K | 3.1% | |
| Causeway International Value Instl 19,339.044 Shares of Registered Investment Co | Common Stocks | — | — | $359K | 3.1% | |
| Vanguard Value Index Admiral #506 5,324.469 Shares of Registered Investment Co | Mutual Funds | — | — | $352K | 3.0% | |
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $303K | 2.6% | |
| Goldman Sachs GQG Ptnrs Intl Opps R6 10,308.758 Shares of Registered Investment Co | Common Stocks | — | — | $202K | 1.7% | |
| Conestoga Small Cap Inst'l 2,525.040 Shares of Registered Investment Co | Common Stocks | — | — | $201K | 1.7% | |
| Metropolitan West Intermediate Bond I 17,657.753 Shares of Registered Investment Co | Common Stocks | — | — | $164K | 1.4% | |
| JP Morgan Emerging Markets Equity R6 5,120.576 Shares of Registered Investment Co | Common Stocks | — | — | $155K | 1.3% | |
| JPMorgan US Govt Mmkt Capital 145,004.650 Par Value Money Market Mutual Fund | Cash / Money Market | — | — | $145K | 1.2% | |
| JP Morgan Core Bond R6 13,401.428 Shares of Registered Investment Co | Common Stocks | — | — | $136K | 1.2% | |
| Blackrock Strategic Income Opps K 13,136.956 Shares of Registered Investment Co | Common Stocks | — | — | $125K | 1.1% | |
| Nationwide WCM Focused Small Cap R6 3,951.894 Shares of Registered Investment Co | Common Stocks | — | — | $123K | 1.1% | |
| BlackRock Lifepath Index 2055 Fund K 3,967.555 Shares of Registered Investment Co | Common Stocks | — | — | $96K | 0.8% | |
| Fidelity Real Estate Index Fund 5,769.419 Shares of Registered Investment Co | Common Collective Trusts | — | — | $93K | 0.8% | |
| BlackRock LifePath Index 2065 Fund K 4,392.194 Shares of Registered Investment Co | Common Stocks | — | — | $67K | 0.6% | |
| Vanguard Inflation-Protected Sec Fd Admiral 2,715.296 Shares of Registered Investment Co | Mutual Funds | — | — | $61K | 0.5% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
