Russell Gerken signed Gerken RENT-All, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerken RENT-All, Inc.'s EIN is 75-3082715.
Download the official 2024 Form 5500 (PDF) for Gerken RENT-All, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerken RENT-All, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $13K | — |
| ERISA SERVICES MIDWEST, LLC | 84-2028419 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $895K | 29.2% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $469K | 15.3% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 678 | Pooled Separate Account | — | — | $455K | 14.9% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $312K | 10.2% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $168K | 5.5% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 822 | Pooled Separate Account | — | — | $153K | 5.0% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 680 | Pooled Separate Account | — | — | $116K | 3.8% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $97K | 3.2% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $96K | 3.1% | |
| Transamerica Stable Value Core Option Insurance company general account | Stable Value | — | — | $48K | 1.6% | |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $48K | 1.6% | |
| AMERICAN FUNDS WASH MUTUAL INVST RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $26K | 0.8% | |
| TRANSAMERICA LRG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $19K | 0.6% | |
| Notes Receivable from Participants Various participants; interest rates from 4.25% to 9.00% | Bonds / Notes | — | — | $14K | 0.5% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $12K | 0.4% | |
| PIMCO STOCKSPLUS INTL (US DOLLAR-HD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 909 | Pooled Separate Account | — | — | $11K | 0.4% | |
| Transamerica International Equity Pooled separate account | Pooled Separate Accounts | — | — | $9K | 0.3% | |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $9K | 0.3% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $8K | 0.3% | |
| ALLSPRING SPECIAL MID CAP VAL RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 916 | Pooled Separate Account | — | — | $8K | 0.3% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $7K | 0.2% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $7K | 0.2% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $7K | 0.2% | |
| HARTFORD MID CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 870 | Pooled Separate Account | — | — | $7K | 0.2% | |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $7K | 0.2% | |
| NEUBERGER BERMAN STRATGC INCOME RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 042 | Pooled Separate Account | — | — | $5K | 0.2% | |
| PIMCO Income Pooled separate account | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| PIMCO INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 899 | Pooled Separate Account | — | — | $5K | 0.2% | |
| TCW METWEST TOTAL RETURN BOND RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 912 | Pooled Separate Account | — | — | $4K | 0.1% | |
| TRANSAMERICA BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | — | — | $3K | <0.1% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 445 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA U.S. TARGETED VAL PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0345811 |
| — |
| INVESTMENT ADVISORY |
| $15K |
| — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY | $590 | — |
