Brandye McDermett signed Curtis C. GUNN, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curtis C. GUNN, Inc.'s EIN is 74-2143518.
Download the official 2024 Form 5500 (PDF) for Curtis C. GUNN, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curtis C. GUNN, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $86K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $5.3M | 9.7% | |
| MFS VALUE FUND - R3 | Registered Investment Companies | — | — | $4.6M | 8.4% | |
| AB US LG CAP GR MSG WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $4.3M | 7.9% | |
| NB CORE BD GG FOUNDERS WILMINGTON TRUST COMPANY · EIN 85-4339990 / PN 656 | Common Collective Trust | — | — | $3.8M | 6.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.5M | 6.5% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.4M | 6.3% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $3.4M | 6.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $3.3M | 6.0% | |
| INVESCO EQUAL-WEIGHT S&P 500 Y | Registered Investment Companies | — | — | $3.1M | 5.7% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $2.8M | 5.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.4M | 4.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.3M | 4.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 4.1% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 3.9% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.9M | 3.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 3.2% | |
| FIDELITY ADVISOR STRAT INC Z | Registered Investment Companies | — | — | $1.4M | 2.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 1.9% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $509K | 0.9% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $181K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $27K | <0.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $88K |
| — |
