Bruce Beverly signed Great American Title Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great American Title Agency, Inc.'s EIN is 86-0905521.
Download the official 2024 Form 5500 (PDF) for Great American Title Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great American Title Agency, 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 | $801 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2010 TARG DATERET R6 865 REGISTERED INVESTMENT COMPANY AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 21.0% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $986K | 15.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $675K | 10.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $646K | 10.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $593K | 9.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $358K | 5.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $318K | 4.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $265K | 4.1% | |
| VAN EQUITY INCOME INV | Registered Investment Companies | — | — | $207K | 3.2% | |
| FIDELITY MID-CAP STOCK FUND | Registered Investment Companies | — | — | $179K | 2.8% | |
| COLUMBIA CONTRARIAN CORE I2 | Registered Investment Companies | — | — | $155K | 2.4% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $110K | 1.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $104K | 1.6% | |
| FID ADV INT CAP APP A | Registered Investment Companies | — | — | $83K | 1.3% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $46K | 0.7% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $41K | 0.6% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $33K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $25K | 0.4% | |
| COHEN & STEERS PRF SEC & INC Z | Registered Investment Companies | — | — | $12K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | 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.
