Gennaro Cicalese signed Grimshaw Services (USA) Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grimshaw Services (USA) Inc.'s EIN is 84-3172921.
Download the official 2024 Form 5500 (PDF) for Grimshaw Services (USA) Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grimshaw Services (USA) Inc.'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 |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN DIEGO, CA | NONE | $7K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S Vanguard Target Retirement 2045 FD I | Mutual Funds | — | $56K | $1.7M | 13.6% | |
| Vanguard Target Retirement 2030 FD I | Mutual Funds | — | $32K | $1.2M | 10.0% | |
| Vanguard Target Retirement 2050 FD I | Mutual Funds | — | $21K | $1.1M | 8.7% | |
| Vanguard Target Retirement 2040 FD I | Mutual Funds | — | $21K | $888K | 7.3% | |
| Fidelity Blue Chip Gwth FD K6 | Mutual Funds | — | $23K | $856K | 7.0% | |
| Vanguard Target Retirement 2035 FD I | Mutual Funds | — | $34K | $818K | 6.7% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | $12K | $662K | 5.4% | |
| Vanguard 500 Index F | Common Collective Trusts | — | $1K | $622K | 5.1% | |
| Vanguard Target Retirement 2025 FD I | Mutual Funds | — | $30K | $552K | 4.5% | |
| Vanguard FTSE Social Index Adm | Mutual Funds | — | $9K | $508K | 4.2% | |
| JPMorgan US Equity CL R6 | Other securities | — | $17K | $417K | 3.4% | |
| Vanguard Intl Growth Admiral Class | Mutual Funds | — | $3K | $310K | 2.6% | |
| JPMorgan Mid Cap Growth Fund R6 | Other securities | — | $6K | $310K | 2.5% | |
| DFA US Large Cap Value Port Instl | Mutual Funds | — | $5K | $228K | 1.9% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | $4K | $223K | 1.8% | |
| Victory RS Global R6 | Other securities | — | $12K | $210K | 1.7% | |
| DFA Intl Sustain Core 1 Port Instl | Mutual Funds | — | $14K | $180K | 1.5% | |
| Nuveen Large Cap Responsible Eq R6 | Mutual Funds | — | $6K | $171K | 1.4% | |
| American Funds American HI Inc TR R6 | Mutual Funds | — | $16K | $157K | 1.3% | |
| Impax Sustainable Allocation Instl | Other securities | — | $4K | $106K | 0.9% | |
| Victory Integrity Small/Midcap Val Y | Other securities | — | $3K | $64K | 0.5% | |
| 15.50% with maturities through 2027 | Bonds / Notes | — | — | $64K | 0.5% | |
| DFA US Small Cap Port Instl 917 | Mutual Funds | — | — | $45K | 0.4% | |
| Vanguard Explorer FD Admiral Shares 401 | Mutual Funds | — | — | $43K | 0.4% | |
| DFA US Vector Eqty Port Instl | Mutual Funds | — | $1K | $40K | 0.3% | |
| Vanguard Mid Cap Index Fund Admiral 111 | Common Collective Trusts | — | — | $36K | 0.3% | |
| Vanguard Small Cap Index Admiral SH 304 | Mutual Funds | — | — | $35K | 0.3% | |
| Vanguard Strategic Equity Fund Inv 820 | Mutual Funds | — | — | $30K | 0.2% | |
| DFA US Targeted Value Port Instl 824 | Mutual Funds | — | — | $28K | 0.2% | |
| American FD Growth & Income Port R6 | Other securities | — | $1K | $27K | 0.2% | |
| Vanguard Short-term Federal Adm | Mutual Funds | — | $3K | $26K | 0.2% | |
| Vanguard Target Retirement 2065 742 | Mutual Funds | — | — | $25K | 0.2% | |
| METLIFE STABLE VALUE 25053 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $25K | 0.2% | |
| American FDS US Government Sec R6 | Other securities | — | $1K | $13K | 0.1% | |
| Calvert Bond FD I 830 | U.S. Treasuries | — | — | $12K | <0.1% | |
| Vanguard Target Retirement Incm Inv 871 | Mutual Funds | — | — | $11K | <0.1% | |
| American Century ST Govt R5 | Other securities | — | $1K | $11K | <0.1% | |
| DFA Inflation Protect SEC Port Instl 234 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
