Julie Radulovich signed Gerald H. Phipps, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerald H. Phipps, Inc.'s EIN is 84-0423359.
Download the official 2024 Form 5500 (PDF) for Gerald H. Phipps, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerald H. Phipps, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.4M | 12.7% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $2.1M | 11.3% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $1.8M | 9.5% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $1.7M | 9.1% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $1.5M | 7.9% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $1.5M | 7.9% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $1.4M | 7.5% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $1.1M | 5.7% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $714K | 3.8% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $594K | 3.1% | |
| AB US LARGE CAP GR U GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $556K | 2.9% | |
| Janus Enterprise Fund | Mutual Funds | — | — | $461K | 2.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $381K | 2.0% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $333K | 1.8% | |
| Janus Triton Fund | Mutual Funds | — | — | $292K | 1.5% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $258K | 1.4% | |
| Fidelity Emerging Markets Fund | Mutual Funds | — | — | $231K | 1.2% | |
| Galliard Retirement Income Fund | Other securities | — | — | $227K | 1.2% | |
| GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $227K | 1.2% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $209K | 1.1% | |
| Principal Real Estate Securities Fund | Other securities | — | — | $185K | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $164K | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $156K | 0.8% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $117K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $117K | 0.6% | |
| December 2029 - | Other securities | — | — | $112K | 0.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $106K | 0.6% | |
| J H INTL ALPHA EQ U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275329 / PN 001 | Common Collective Trust | — | — | $95K | 0.5% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $89K | 0.5% | |
| Principal Diversified Real Estate Fund | Other securities | — | — | $1K | <0.1% | |
| PLT HYBRID 2050 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2020 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2040 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2055 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID INC Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2065 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2025 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2030 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2035 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2045 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PLT HYBRID 2060 Z PRINCIPAL TRUST COMPANY · EIN 26-6447574 / PN 012 | 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.
