Margaret Mickelson signed Gorman & Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gorman & Company, LLC's EIN is 82-3739186.
Download the official 2024 Form 5500 (PDF) for Gorman & Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gorman & Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.0M | 14.1% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $2.5M | 7.0% | |
| NUVEEN LIFECYCLE INDEX 2045 R6 | Mutual Funds | — | — | $2.3M | 6.4% | |
| NUVEEN LIFECYCLE INDEX 2040 R6 | Mutual Funds | — | — | $2.3M | 6.4% | |
| NUVEEN LIFECYCLE INDEX 2035 R6 | Mutual Funds | — | — | $2.1M | 5.9% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $2.0M | 5.6% | |
| NUVEEN LIFECYCLE INDEX 2050 R6 | Mutual Funds | — | — | $2.0M | 5.6% | |
| Fully Benefit Responsive Investment Contract at Contract Value * Empower Select Guaranteed Fund | Other securities | — | — | $1.9M | 5.4% | |
| T.Rowe Price Mid Cap Growth I | Other securities | — | — | $1.8M | 4.9% | |
| NUVEEN LIFECYCLE INDEX 2055 R6 | Mutual Funds | — | — | $1.1M | 3.2% | |
| Harbor Capital Appreciation | Other securities | — | — | $1.1M | 3.0% | |
| NUVEEN LIFECYCLE INDEX 2030 R6 | Mutual Funds | — | — | $1.0M | 2.8% | |
| NUVEEN LIFECYCLE INDEX 2025 R6 | Mutual Funds | — | — | $885K | 2.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $844K | 2.4% | |
| American Funds Europacific | Mutual Funds | — | — | $835K | 2.3% | |
| NUVEEN LIFECYCLE INDEX 2060 R6 | Mutual Funds | — | — | $819K | 2.3% | |
| MFS Value R6 | Mutual Funds | — | — | $808K | 2.3% | |
| Dodge & Cox International Stock X | Mutual Funds | — | — | $742K | 2.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $690K | 1.9% | |
| Victory Sycamore Established Value | Other securities | — | — | $683K | 1.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $611K | 1.7% | |
| Baird Aggregate Bond | Other securities | — | — | $482K | 1.3% | |
| participants to 9.50%, maturities through 2034 - | Bonds / Notes | — | — | $418K | 1.2% | |
| NUVEEN LIFECYCLE INDEX 2020 R6 | Mutual Funds | — | — | $410K | 1.1% | |
| Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $389K | 1.1% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $373K | 1.0% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $328K | 0.9% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $323K | 0.9% | |
| NUVEEN LIFECYCLE INDEX 2065 R6 | Mutual Funds | — | — | $272K | 0.8% | |
| American Funds New World | Mutual Funds | — | — | $186K | 0.5% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT | Mutual Funds | — | — | $171K | 0.5% | |
| Cohen & Steer Realty Shares L | Other securities | — | — | $155K | 0.4% | |
| Pimco Real Return Intl | Mutual Funds | — | — | $110K | 0.3% | |
| Pimco Income Instl | Mutual Funds | — | — | $46K | 0.1% | |
| COHEN & STEERS U S REALTY FUND CLAS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & SMITH |
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $7K |
| — |
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $6K | — |
