Kristy Charbonneau signed Grease Monkey International LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grease Monkey International LLC's EIN is 84-0769552.
Download the official 2024 Form 5500 (PDF) for Grease Monkey International LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grease Monkey International LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $29K | — |
| ALERUS RETIREMENT CONSULTING | 45-0140105 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| METROPOLITAN WEST TOTAL RETURN BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 775 | Pooled Separate Account | — | — | $877K | 15.7% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $741K | 13.3% | |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $645K | 11.5% | |
| FRANKLIN GROWTH SERIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 530 | Pooled Separate Account | — | — | $639K | 11.4% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $398K | 7.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $389K | 7.0% | |
| GOLDMAN SACHS INTERNATIONAL SMALL C TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 699 | Pooled Separate Account | — | — | $217K | 3.9% | |
| TA VANGUARD SMALL-CAP VALUE INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 108 | Pooled Separate Account | — | — | $191K | 3.4% | |
| TRANSAMERICA MID CAP VALUE OPPORTUN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $188K | 3.4% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 638 | Pooled Separate Account | — | — | $175K | 3.1% | |
| Transamerica Stable Value Core Guaranteed Investment Contract $ | Stable Value | — | — | $172K | 3.1% | |
| STATE STREET RUSSELL SMALL CAP GROW TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 121 | Pooled Separate Account | — | — | $167K | 3.0% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $167K | 3.0% | |
| BLACKROCK STRATEGIC INCOME OPPORTUN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 629 | Pooled Separate Account | — | — | $138K | 2.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $125K | 2.2% | |
| DREYFUS/STANDISH GLOBAL FIXED INCOM TRANSAMERICA LIFE INSURANCE COMPANY84647.39 · EIN 39-0989781 / PN 764 | Pooled Separate Account | — | — | $125K | 2.2% | |
| DEUTSCHE REAL ESTATE SECURITIES RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 637 | Pooled Separate Account | — | — | $120K | 2.1% | |
| Transamerica RetireOnTrack 2055 Pooled Separate Account | Pooled Separate Accounts | — | — | $42K | 0.8% | |
| AMERICAN FDS 2055 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $42K | 0.8% | |
| Transamerica RetireOnTrack 2030 Pooled Separate Account | Pooled Separate Accounts | — | — | $40K | 0.7% | |
| AMERICAN FUNDS 2030 TARGET DATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $40K | 0.7% | |
| Notes receivable from participants Bearing interest at 9.5% | Bonds / Notes | — | — | $20K | 0.4% | |
| AMERICAN FDS 2035 TRGT DT RTMNT RT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $11K | 0.2% | |
| Transamerica RetireOnTrack 2035 Pooled Separate Account | Pooled Separate Accounts | — | — | $11K | 0.2% | |
| AMERICAN FUNDS 2060 TARGET DT RETMT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 775 | Pooled Separate Account | — | — | $508 | <0.1% | |
| AMERICAN FUNDS 2025 TARGET DT RETMT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY |
| $906 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | BROKER | $0 | — |
