Gresser, Inc.'s EIN is 77-0415645.
Download the official 2024 Form 5500 (PDF) for Gresser, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gresser, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | SANTA MARIA, CA | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| # Self-directed brokerage accounts Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.9M | 29.0% | |
| Fidelity Freedom 2030 K6 Fund " | Mutual Funds | — | — | $1.0M | 10.2% | |
| Fidelity Freedom 2045 K6 Fund " | Mutual Funds | — | — | $799K | 8.0% | |
| Fidelity Freedom 2040 K6 Fund " | Mutual Funds | — | — | $796K | 7.9% | |
| Fidelity Freedom 2050 K6 Fund " | Mutual Funds | — | — | $470K | 4.7% | |
| Fidelity Freedom 2025 K6 Fund " | Mutual Funds | — | — | $432K | 4.3% | |
| Parnassus Value Equity Fund Investor Shares " | Other securities | — | — | $399K | 4.0% | |
| Baron Partners Fund Retail Shares " | Other securities | — | — | $364K | 3.6% | |
| Fidelity Freedom 2035 K6 Fund " | Mutual Funds | — | — | $292K | 2.9% | |
| Baron Focused Growth Instl Fund " | Other securities | — | — | $287K | 2.9% | |
| Paradigm Micro Cap Fund Mutual fund | Other securities | — | — | $275K | 2.7% | |
| John Hancock Contrarian T Fund " | Other securities | — | — | $255K | 2.5% | |
| Fidelity Emerging Markets Fund " | Mutual Funds | — | — | $218K | 2.2% | |
| Fidelity Growth Discovery Fund " | Mutual Funds | — | — | $180K | 1.8% | |
| Hood River Small-Cap Growth Inst Fund " | Other securities | — | — | $176K | 1.7% | |
| Morgan Stanley Instl Fund, Inc. Intl Adv Portfolio A Fund " | Common Stocks | — | — | $159K | 1.6% | |
| T. Rowe Price Global Stock Fund " | Other securities | — | — | $113K | 1.1% | |
| Fidelity Freedom 2055 K6 Fund " | Mutual Funds | — | — | $105K | 1.0% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $102K | 1.0% | |
| Fidelity Freedom 2060 K6 Fund " | Mutual Funds | — | — | $83K | 0.8% | |
| Fidelity Freedom 2020 K6 Fund " | Mutual Funds | — | — | $77K | 0.8% | |
| Fidelity Inflation Protected Bond Index Fund " | Common Collective Trusts | — | — | $60K | 0.6% | |
| Fidelity Freedom 2065 K6 Fund " | Mutual Funds | — | — | $51K | 0.5% | |
| Fidelity Low Priced Stock Fund " | Mutual Funds | — | — | $27K | 0.3% | |
| Invesco Core Bond R Fund " | Mutual Funds | — | — | $17K | 0.2% | |
| Participant Loans (4.50% - 9.00%) - | Bonds / Notes | — | — | $8K | <0.1% | |
| Fidelity Government Money Market K6 Fund " | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RYDING COMPANY | 95-3497679 | — | PLAN ADMIN | $1K | — |
