Michael Vanderford signed Geras, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Geras, LLC's EIN is 82-2989828.
Download the official 2023 Form 5500 (PDF) for Geras, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Geras, LLC'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 |
|---|---|---|---|---|---|
| AMERICAN TRUST | 62-0951563 | — | NONE | $43K | — |
| GLOBAL ASSETS ADVISORY | — | ORLANDO, FL | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $1.7M | 62.2% | |
| American Trust Dynamic Moderately Aggressive | Other securities | — | — | $620K | 22.3% | |
| American Trust Dynamic Aggressive Growth | Other securities | — | — | $599K | 21.6% | |
| American Trust Dynamic Moderate | Other securities | — | — | $243K | 8.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $201K | 7.3% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $184K | 6.6% | |
| American Trust Dynamic Moderately Conservative | Other securities | — | — | $148K | 5.3% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $138K | 5.0% | |
| Vanguard Target Retirement 2060 Inv ** 904 Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $123K | 4.4% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $114K | 4.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $92K | 3.3% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $92K | 3.3% | |
| Funds * American Trust Dynamic Conservative | Common Collective Trusts | — | — | $78K | 2.8% | |
| American Trust Stable Value | Stable Value | — | — | $38K | 1.4% | |
| Fidelity Small Cap Index Institutional Prem ** 633 Fidelity 500 Index Institutional Prem | Common Collective Trusts | — | — | $31K | 1.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $28K | 1.0% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $9K | 0.3% | |
| Fidelity International Index | Mutual Funds | — | — | $9K | 0.3% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $7K | 0.3% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $7K | 0.2% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $6K | 0.2% | |
| Fidelity Emerging Markets Index ** 12 Fidelity Mid Cap Index Fund | Mutual Funds | — | — | $4K | 0.1% | |
| American Fund American Balanced R6 ** 50 Vanguard Balanced Index Admiral | 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.
