Grant R Drewing signed GRD 2033, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GRD 2033, Inc.'s EIN is 87-2769617.
Download the official 2024 Form 5500 (PDF) for GRD 2033, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GRD 2033, Inc.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Invesco QQQ Trust | Mutual Funds | — | — | $999K | 16.0% | |
| Nuveen Equity Index | Common Collective Trusts | — | — | $609K | 9.8% | |
| American Funds New Perspective | Mutual Funds | — | — | $526K | 8.4% | |
| ALTA TRUST BUILD BOND INNOVATION CO BUILD BOND INNOVATION COLLECTIVE INVESTEMENT TRUST · EIN 84-3442509 / PN 001 | Common Collective Trust | — | — | $520K | 8.4% | |
| Alerus Money Market | Cash / Money Market | — | — | $465K | 7.5% | |
| Schwab Fundamental US Large Company | Mutual Funds | — | — | $391K | 6.3% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $309K | 5.0% | |
| MFS Growth Allocation | Mutual Funds | — | — | $282K | 4.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $279K | 4.5% | |
| Lord Abbett Developing Growth | Mutual Funds | — | — | $226K | 3.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $185K | 3.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $180K | 2.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $159K | 2.6% | |
| Northern Funds Mid Cap Index | Other securities | — | — | $157K | 2.5% | |
| PIMCO Income Instl | Mutual Funds | — | — | $102K | 1.6% | |
| AFS Europacific Growth | Other securities | — | — | $102K | 1.6% | |
| Vanguard Small Cap Index Admiral Fund #548 | Mutual Funds | — | — | $100K | 1.6% | |
| JP Morgan Mid Cap Growth | Other securities | — | — | $82K | 1.3% | |
| Dimensional Real Estate Securities | Mutual Funds | — | — | $75K | 1.2% | |
| Notes Receivable from Participants | Other securities | — | — | $70K | 1.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $63K | 1.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $61K | 1.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $58K | 0.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $57K | 0.9% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $28K | 0.4% | |
| American Funds American Balanced | Mutual Funds | — | — | $21K | 0.3% | |
| SPDR Portfolio Emerging Markets | Other securities | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
