Aimee Hebert signed Goree Architects Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goree Architects Inc.'s EIN is 76-0687452.
Download the official 2024 Form 5500 (PDF) for Goree Architects Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goree Architects 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $6K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.7M | 90.5% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $1.7M | 22.5% | |
| American United Life Insurance Company AUL Stable Value Account | Stable Value | — | — | $646K | 8.8% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $506K | 6.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $442K | 6.0% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $320K | 4.3% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $318K | 4.3% | |
| Vanguard Equity-Income Admiral Shares | Mutual Funds | — | — | $293K | 4.0% | |
| Vanguard Explorer Admiral Shares | Mutual Funds | — | — | $285K | 3.9% | |
| Franklin Templeton Foreign R6 | Mutual Funds | — | — | $262K | 3.5% | |
| Dimensional Fund Advisors Real Estate Securities I | Mutual Funds | — | — | $236K | 3.2% | |
| American Funds New World R6 | Mutual Funds | — | — | $234K | 3.2% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $225K | 3.1% | |
| American Funds EUPAC Fund R6 | Mutual Funds | — | — | $221K | 3.0% | |
| ISHARES American Funds Fundamental Investors R6 | Mutual Funds | — | — | $214K | 2.9% | |
| Vanguard Commodity Strategy Admiral Shares | Mutual Funds | — | — | $181K | 2.4% | |
| Dimensional Fund Advisors Inflation-Protected Securities I | Mutual Funds | — | — | $159K | 2.2% | |
| Nuveen Core Plus Bond R6 | Mutual Funds | — | — | $124K | 1.7% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $103K | 1.4% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $81K | 1.1% | |
| Franklin Templeton Large Cap Growth R6 | Mutual Funds | — | — | $56K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $54K | 0.7% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | Participant loans | — | — | $54K | 0.7% | |
| Vanguard Value Index Admiral Shares | Mutual Funds | — | — | $48K | 0.7% | |
| Goldman Sachs American Funds Amcap R6 | Mutual Funds | — | — | $34K | 0.5% | |
| Western Victory Pioneer Sel Midcap Growth R6 | Other securities | — | — | $28K | 0.4% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $28K | 0.4% | |
| Vanguard LifeStrategy Csrv Growth Inv | Mutual Funds | — | — | $23K | 0.3% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares | Mutual Funds | — | — | $21K | 0.3% | |
| Dimensional Fund Advisors US Large Company I | Mutual Funds | — | — | $20K | 0.3% | |
| Nuveen Lifecycle Index 2065 R6 ** 298 Nuveen Lifecycle Index Income R6 | Mutual Funds | — | — | $19K | 0.3% | |
| American Century Midcap Value R6 | Other securities | — | — | $18K | 0.2% | |
| ISHARES American Funds Global Balanced R6 | Mutual Funds | — | — | $16K | 0.2% | |
| Franklin Templeton Core Plus Bond R6 | Mutual Funds | — | — | $14K | 0.2% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $11K | 0.2% | |
| AllianceBernstein Small Cap Growth Z | Other securities | — | — | $10K | 0.1% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $5K | <0.1% | |
| MFS Emerging Markets Debt Fund R6 | Mutual Funds | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors US Small Cap I | Mutual Funds | — | — | $2K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 ** 786 Nuveen Lifecycle Index 2015 R6 ** 790 Nuveen Lifecycle Index 2020 R6 ** 796 Nuveen Lifecycle Index 2025 R6 ** 802 Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
