Stephanie Tooly signed Golden Empire Mortgage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Golden Empire Mortgage, Inc.'s EIN is 77-0158990.
Download the official 2024 Form 5500 (PDF) for Golden Empire Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Golden Empire Mortgage, 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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HPM PARTNERS, LLC | 35-2467663 | — | INVESTMENT/FINANCIAL ADVI | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $5.0M | 23.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.8M | 13.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.7M | 12.8% | |
| INVESCO STABLE VALUE A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.1M | 9.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 5.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $820K | 3.9% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $661K | 3.1% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $632K | 3.0% | |
| SCHWAB INTERNATIONAL INDEX | Registered Investment Companies | — | — | $427K | 2.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $363K | 1.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $333K | 1.6% | |
| PRINCIPAL DIV REAL ASSET R6 | Registered Investment Companies | — | — | $304K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $167K | 0.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $141K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $125K | 0.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $119K | 0.6% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $43K | 0.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $31K | 0.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $25K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $24K | 0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
