Rodney Wickersham signed Gemini Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gemini Industries, Inc.'s EIN is 73-0743590.
Download the official 2024 Form 5500 (PDF) for Gemini Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gemini Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER RETIREMENT ADVISORS LLC | 61-1740806 | — | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Non-participant directed * Gemini Industries, Inc. Common Stock: 80,421 shares | Common Stocks | — | $22.9M | $66.3M | 72.0% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $5.4M | 5.9% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $4.8M | 5.3% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $4.2M | 4.6% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $1.9M | 2.0% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $1.8M | 2.0% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $1.5M | 1.7% | |
| Fidelity® 500 Index Institutional Prem Mutual Funds N/A | Common Collective Trusts | — | — | $1.3M | 1.4% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $984K | 1.1% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $837K | 0.9% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $654K | 0.7% | |
| T ROWE PRICE STABLE VALUE FUND T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $571K | 0.6% | |
| Note receivable from participant Maturing 2025-2029 at - | Other securities | — | — | $491K | 0.5% | |
| MFS® Growth Fund R6 Mutual Funds N/A | Mutual Funds | — | — | $416K | 0.5% | |
| Fidelity® Mid Cap Index Instl Prem Mutual Funds N/A | Mutual Funds | — | — | $274K | 0.3% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $134K | 0.1% | |
| Participant directed AB Small Cap Growth Portfolio Fund Z Mutual Funds N/A | Other securities | — | — | $117K | 0.1% | |
| Fidelity® Small Cap Index Instl Prem Mutual Funds N/A | Mutual Funds | — | — | $91K | <0.1% | |
| DFA Inflation-Protected Securities I Mutual Funds N/A 203 Dodge & Cox Stock Cl I Mutual Funds N/A | Mutual Funds | — | — | $80K | <0.1% | |
| Fidelity® International Index InstlPrem Mutual Funds N/A | Mutual Funds | — | — | $58K | <0.1% | |
| TCW MetWest Total Return Bd Plan Mutual Funds N/A | Other securities | — | — | $32K | <0.1% | |
| American Funds Europacific Growth R6 Mutual Funds N/A | Mutual Funds | — | — | $23K | <0.1% | |
| Invesco Discovery Mid Cap Growth Fund R6 Mutual Funds N/A | Mutual Funds | — | — | $14K | <0.1% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Funds N/A | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds New World R6 Mutual Funds N/A | Mutual Funds | — | — | $8K | <0.1% | |
| Cohen & Steers Real Estate Securities I Mutual Funds N/A | Other securities | — | — | $8K | <0.1% | |
| Fidelity® US Bond Index Instl Prem Mutual Funds N/A | Mutual Funds | — | — | $4K | <0.1% | |
| MFS® Mid Cap Value R6 Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| Undiscovered Managers Behavioral Val R6 Mutual Funds N/A | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
