Vanessa Urrego signed General Tool Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Tool Inc.'s EIN is 80-0494601.
Download the official 2024 Form 5500 (PDF) for General Tool Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Tool 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA US LG CAP GROWTH PORT INST | Registered Investment Companies | — | — | $1.5M | 21.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $643K | 9.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $618K | 8.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $500K | 7.1% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $482K | 6.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $376K | 5.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $365K | 5.2% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $274K | 3.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $217K | 3.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $205K | 2.9% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $200K | 2.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $158K | 2.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $146K | 2.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $142K | 2.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $141K | 2.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $138K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $132K | 1.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $119K | 1.7% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $119K | 1.7% | |
| VIC PIO SELECT MC GROWTH R6 | Registered Investment Companies | — | — | $106K | 1.5% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $99K | 1.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $91K | 1.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $81K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $29K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $8K | 0.1% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
