Kevin DOSE signed Great Basin Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Basin Institute's EIN is 88-0431016.
Download the official 2024 Form 5500 (PDF) for Great Basin Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Basin Institute'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | 27-4011107 | — | NONE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | Mutual Funds | — | — | $754K | 20.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | Mutual Funds | — | — | $562K | 15.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | Mutual Funds | — | — | $538K | 14.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | Mutual Funds | — | — | $533K | 14.7% | |
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $223K | 6.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | Mutual Funds | — | — | $151K | 4.2% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 191 Vanguard Total Stock Market Index Adm Vanguard 0 | Common Collective Trusts | — | — | $151K | 4.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | Mutual Funds | — | — | $111K | 3.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $105K | 2.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | Mutual Funds | — | — | $83K | 2.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | Mutual Funds | — | — | $58K | 1.6% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | Mutual Funds | — | — | $46K | 1.3% | |
| Vanguard Target Retirement Income Fund Vanguard 0 195 Calvert Balanced R6 Calvert 0 | Mutual Funds | — | — | $43K | 1.2% | |
| Vanguard Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $35K | 1.0% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | Mutual Funds | — | — | $33K | 0.9% | |
| American Funds New Perspective R6 American Funds 0 | Mutual Funds | — | — | $28K | 0.8% | |
| JPMorgan Large Cap Growth R5 JP Morgan 0 | Other securities | — | — | $26K | 0.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $26K | 0.7% | |
| Goldman Sachs Small/Mid Cap Growth R6 Goldman Sachs 0 | Other securities | — | — | $20K | 0.6% | |
| Vanguard Long-Term Investment Grade Adm Vanguard 0 244 MFS Research International R6 MFS 0 | Mutual Funds | — | — | $19K | 0.5% | |
| GAMCO Gold AAA GAMCO 0 | Other securities | — | — | $16K | 0.4% | |
| MFS International Intrinsic Value R6 MFS 0 234 Vanguard Federal Money Market Inv Vanguard 0 | Mutual Funds | — | — | $15K | 0.4% | |
| Baird Core Plus Bond Inst Baird 0 28 Carillon Scout Mid Cap I Carillon 0 | Other securities | — | — | $12K | 0.3% | |
| Victory RS Global R6 Victory 0 | Other securities | — | — | $11K | 0.3% | |
| American Funds New World R6 American Funds 0 | Mutual Funds | — | — | $11K | 0.3% | |
| Fidelity Adv Balanced I Fidelity 0 | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard Wellesley Income Adm Vanguard 0 | Mutual Funds | — | — | $6K | 0.2% | |
| Fidelity Advisor Total Bond I Fidelity 0 | Mutual Funds | — | — | $4K | 0.1% | |
| ClearBridge Sustainability Leaders IS ClearBridge 0 | Other securities | — | — | $3K | <0.1% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | 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.
