Freddie Jacobs Jr. signed Gillman North, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gillman North, LLC's EIN is 76-0176915.
Download the official 2024 Form 5500 (PDF) for Gillman North, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gillman North, LLC'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 | $49K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| EMPOWER TRUST DRIVE BAL FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $3.7M | 28.5% | |
| Northern Trust Col S&P 500 Idx FD DC NL 4 | Common Collective Trusts | — | — | $2.8M | 21.6% | |
| Participant Loans 4.25% - 9.50% 0 | Bonds / Notes | — | — | $665K | 5.1% | |
| T. Rowe Price Ret Blend Slct TR 2045 CL 5 | Other securities | — | — | $630K | 4.8% | |
| EMPOWER TRUST DRIVE INCOME FUND EMPOWER TRUST COMPANY, LLC · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $549K | 4.2% | |
| MFS Mid Cap Value Fund CT ** 307 Northern Trust ACWI Ex US Imi FD DC NL TIER 4 | Mutual Funds | — | — | $503K | 3.9% | |
| Mass Mutual Select Mid Cap Growth I | Other securities | — | — | $486K | 3.7% | |
| Northern Trust Col R1000 Gro Idx FD DC NL 4 | Common Collective Trusts | — | — | $351K | 2.7% | |
| T. Rowe Price Ret Blend Slct TR 2065 CL 5 | Other securities | — | — | $328K | 2.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $302K | 2.3% | |
| T. Rowe Price Ret Blend Slct TR 2050 CL 5 | Other securities | — | — | $262K | 2.0% | |
| T. Rowe Price Ret Blend Slct TR 2060 CL 5 | Other securities | — | — | $245K | 1.9% | |
| T. Rowe Price Ret Blend Slct TR 2035 CL 5 | Other securities | — | — | $220K | 1.7% | |
| Northern Trust AGG Bond Index Fund NL T4 | Common Collective Trusts | — | — | $217K | 1.7% | |
| American Funds EuroPacific Growth GR R6 | Mutual Funds | — | — | $217K | 1.7% | |
| T. Rowe Price Ret Blend Slct TR 2055 CL 5 | Other securities | — | — | $214K | 1.6% | |
| T. Rowe Price Ret Blend Slct TR 2025 CL 5 | Other securities | — | — | $191K | 1.5% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $187K | 1.4% | |
| Northern Trust Col R2000 Idx FD DC NL 4 | Common Collective Trusts | — | — | $144K | 1.1% | |
| T. Rowe Price Ret Blend Slct TR 2040 CL 5 | Other securities | — | — | $141K | 1.1% | |
| State Street Global Advisors Real Asset Fund Class C | Other securities | — | — | $134K | 1.0% | |
| Northern Trust Col S&P 400 Idx FD DC NL 4 | Common Collective Trusts | — | — | $130K | 1.0% | |
| Principal Small Cap Growth I R6 | Other securities | — | — | $127K | 1.0% | |
| T. Rowe Price Ret Blend Slct TR 2030 CL 5 | Other securities | — | — | $113K | 0.9% | |
| Northern Trust Col R1000 Val Idx FD DC NL 4 | Common Collective Trusts | — | — | $80K | 0.6% | |
| T. Rowe Price Ret Blend Slct TR 2015 CL 5 | Other securities | — | — | $28K | 0.2% | |
| Victory Trivalent International Sm-Cp I | Other securities | — | — | $20K | 0.2% | |
| T. Rowe Price Ret Blend Slct TR 2020 CL 5 | Other securities | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
