Kelly Osteen signed Gruber Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gruber Industries, Inc.'s EIN is 86-0505466.
Download the official 2024 Form 5500 (PDF) for Gruber Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gruber Industries, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $868K | 18.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $508K | 10.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $445K | 9.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $397K | 8.2% | |
| PRINCIPAL MC S&P 400 IDX I | Registered Investment Companies | — | — | $294K | 6.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $288K | 6.0% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $241K | 5.0% | |
| PRN SM CP S&P 600 IND INST | Registered Investment Companies | — | — | $237K | 4.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $236K | 4.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $228K | 4.7% | |
| AMF GROWTH AND INCOME PORT R6 | Registered Investment Companies | — | — | $216K | 4.5% | |
| AMF RET INC PORT - CONS - R6 275 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $192K | 4.0% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $175K | 3.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $137K | 2.8% | |
| NUVEEN EM MARKETS EQ INDEX R6 | Registered Investment Companies | — | — | $123K | 2.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $69K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $46K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $38K | 0.8% | |
| PUT DYNAMIC ASSET ALLOC BAL R6 | Registered Investment Companies | — | — | $18K | 0.4% | |
| JPM GLOBAL BOND OPPS R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
