Troy Feese signed Schmueser Gordon Meyer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schmueser Gordon Meyer, Inc.'s EIN is 84-1015600.
Download the official 2024 Form 5500 (PDF) for Schmueser Gordon Meyer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schmueser Gordon Meyer, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ELEVATE CAPITAL ADVISORS LLC |
| — |
| EAGLE, CO |
| INVESTMENT ADVISOR |
| $42K |
| — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $3.7M | 15.9% | |
| BlackRock, Inc. iShares MSCI EAFE International Index K | Common Stocks | — | — | $2.5M | 10.6% | |
| Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.7M | 7.4% | |
| LARGE CAP GROWTH I FUND (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $1.7M | 7.1% | |
| BlackRock, Inc. Blackrock Lifepath Index 2040 K | Common Stocks | — | — | $1.6M | 6.8% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.6M | 6.8% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $1.5M | 6.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 4.7% | |
| BlackRock, Inc. Blackrock Lifepath Index 2050 K | Common Stocks | — | — | $1.1M | 4.5% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $932K | 4.0% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $797K | 3.4% | |
| CORE BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 150 | Pooled Separate Account | — | — | $732K | 3.1% | |
| Vanguard Group Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $567K | 2.4% | |
| BlackRock, Inc. Blackrock Lifepath Index 2035 K | Common Stocks | — | — | $502K | 2.1% | |
| Dimensional DFA Real Estate Securities | Mutual Funds | — | — | $481K | 2.0% | |
| BlackRock, Inc. Blackrock Lifepath Index 2045 K | Common Stocks | — | — | $463K | 2.0% | |
| American Funds Capital Group American Funds New World R6 | Mutual Funds | — | — | $430K | 1.8% | |
| Prudential Global Investment Management PGIM High-Yield R6 | Other securities | — | — | $423K | 1.8% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $356K | 1.5% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $326K | 1.4% | |
| BlackRock, Inc. Blackrock Lifepath Index 2060 K | Common Stocks | — | — | $282K | 1.2% | |
| BlackRock, Inc. Blackrock Lifepath Index 2055 K | Common Stocks | — | — | $232K | 1.0% | |
| Various maturity dates, ranging from 1-15 years with * Participant Loans interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $134K | 0.6% | |
| JANUS HENDERSON DEV WORLD BOND CF C GREAT GRAY · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $113K | 0.5% | |
| BlackRock, Inc. Blackrock Lifepath Index 2030 K | Common Stocks | — | — | $92K | 0.4% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $58K | 0.2% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 001 | Common Collective Trust | — | — | $37K | 0.2% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $24K | 0.1% | |
| BlackRock, Inc. Blackrock Lifepath Index Retirement K | Common Stocks | — | — | $4K | <0.1% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $0 | <0.1% | |
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM CORE CONSER BOND FUND CIT FEE GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $0 | <0.1% |
