LISA Sullivan signed Generations-Gaither, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Generations-Gaither, Inc.'s EIN is 62-1797872.
Download the official 2024 Form 5500 (PDF) for Generations-Gaither, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Generations-Gaither, 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 |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SERVICES INC | — | ATLANTA, GA | INVESTMENT ADVISORY | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONES RIVER CONSULTING, INC. | 45-3783933 | MURFREESBORO, TN | OTHER FEES | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Target 2045 Index | Mutual Funds | — | — | $250K | 15.4% | |
| Schwab Target 2035 Index | Mutual Funds | — | — | $212K | 13.0% | |
| Schwab Target 2050 Index | Mutual Funds | — | — | $172K | 10.6% | |
| Schwab Target 2040 Index | Mutual Funds | — | — | $152K | 9.4% | |
| Schwab Target 2020 Index ** 385 Schwab Target 2025 Index | Mutual Funds | — | — | $132K | 8.1% | |
| Schwab Target 2030 Index | Mutual Funds | — | — | $99K | 6.1% | |
| Schwab Target 2055 Index | Mutual Funds | — | — | $98K | 6.1% | |
| Schwab Target 2015 Index | Mutual Funds | — | — | $77K | 4.8% | |
| Schwab Target 2060 Index | Mutual Funds | — | — | $68K | 4.2% | |
| Fully benefit-responsive investment contracts * CMFG Stable Value Account | Stable Value | — | — | $67K | 4.1% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $57K | 3.5% | |
| iShares Russell 1000 Large Cap Index K | Common Collective Trusts | — | — | $46K | 2.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $29K | 1.8% | |
| Vanguard Small Cap Growth Index Adm | Mutual Funds | — | — | $29K | 1.8% | |
| Nuveen International Equity Fund R6 | Mutual Funds | — | — | $26K | 1.6% | |
| Nuveen Small Cap Blend Index Fund R6 | Common Collective Trusts | — | — | $24K | 1.5% | |
| Nuveen Large-Cap Gr Idx R6 | Common Collective Trusts | — | — | $22K | 1.3% | |
| Schwab Target 2065 Index | Mutual Funds | — | — | $20K | 1.3% | |
| Nuveen Large Cap Value Index Fund R6 | Common Collective Trusts | — | — | $20K | 1.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $16K | 1.0% | |
| iShares US Aggregate Bond Index K | Other securities | — | — | $5K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
