Freddie Jacobs Jr. signed Gillman Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gillman Services, Inc.'s EIN is 74-1597662.
Download the official 2024 Form 5500 (PDF) for Gillman Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gillman Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $118K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Northern Trust Collective S&P 500 Index Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $4.9M | 16.2% | |
| Victory Trivalent International Small-Cap Mutual Fund NR 64 * Drive Balanced Collective Trust Fund NR | Common Collective Trusts | — | — | $4.6M | 15.2% | |
| GREAT-WEST TRUST DRIVE BAL FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $4.6M | 15.2% | |
| T. Rowe Price Retirement Blend Select Trust 2035 Collective Trust Fund NR | Common Collective Trusts | — | — | $2.8M | 9.3% | |
| GREAT-WEST TRUST DRIVE INCOME FUND GREAT-WEST TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $1.8M | 6.0% | |
| T. Rowe Price Retirement Blend Select Trust 2055 Collective Trust Fund NR | Common Collective Trusts | — | — | $1.5M | 4.8% | |
| T. Rowe Price Retirement Blend Select Trust 2045 Collective Trust Fund NR | Common Collective Trusts | — | — | $1.4M | 4.6% | |
| T. Rowe Price Retirement Blend Select Trust 2040 Collective Trust Fund NR | Common Collective Trusts | — | — | $1.2M | 4.0% | |
| T. Rowe Price Retirement Blend Select Trust 2030 Collective Trust Fund NR | Common Collective Trusts | — | — | $1.2M | 3.9% | |
| Northern Trust Collective S&P 400 Index Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $1.2M | 3.8% | |
| T. Rowe Price Retirement Blend Select Trust 2025 Collective Trust Fund NR | Common Collective Trusts | — | — | $1.1M | 3.8% | |
| T. Rowe Price Retirement Blend Select Trust 2060 Collective Trust Fund NR | Common Collective Trusts | — | — | $1.0M | 3.4% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | Bonds / Notes | — | — | $1.0M | 3.4% | |
| Northern Trust Collective Russell 2000 Index Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $992K | 3.3% | |
| T. Rowe Price Retirement Blend Select Trust 2050 Collective Trust Fund NR | Common Collective Trusts | — | — | $809K | 2.7% | |
| Allspring Special Small-Cap Value Mutual Fund NR | Other securities | — | — | $628K | 2.1% | |
| T. Rowe Price Retirement Blend Select Trust 2065 Collective Trust Fund NR | Common Collective Trusts | — | — | $606K | 2.0% | |
| Northern Trust All Country World Ex US Investable Market Index Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $582K | 1.9% | |
| American Funds Europacific Growth Mutual Fund NR | Mutual Funds | — | — | $546K | 1.8% | |
| MassMutual Mid Cap Growth Mutual Fund NR | Other securities | — | — | $464K | 1.5% | |
| Fidelity Total Bond Mutual Fund NR | Mutual Funds | — | — | $456K | 1.5% | |
| SSGA Real Asset Collective Trust Fund NR | Common Collective Trusts | — | — | $357K | 1.2% | |
| T. Rowe Price Retirement Blend Select Trust 2020 Collective Trust Fund NR | Common Collective Trusts | — | — | $306K | 1.0% | |
| T. Rowe Price Retirement Blend Select Trust 2015 Collective Trust Fund NR | Common Collective Trusts | — | — | $204K | 0.7% | |
| Northern Trust Aggregrate Bond Index Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $182K | 0.6% | |
| MFS Mid Cap Value Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $168K | 0.6% | |
| Northern Trust Collective Russell 1000 Growth Index Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $156K | 0.5% | |
| Northern Trust Collective Russell 1000 Value Index Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $75K | 0.2% | |
| Principal Smallcap Growth Mutual Fund NR | Other securities | — | — | $44K | 0.1% | |
| SSGA Target Retirement 2060 Fund M Collective Trust Fund NR | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
