Michele Poplawski signed Adams Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adams Group, Inc.'s EIN is 94-2200898.
Download the official 2024 Form 5500 (PDF) for Adams Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adams Group, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES LLC | 34-1542819 | — | OTHER SERVICES | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm Fund Mutual Fund - | Mutual Funds | — | — | $6.1M | 28.8% | |
| Vanguard 500 Index Admiral Fd Mutual Fund - | Common Collective Trusts | — | — | $4.0M | 18.7% | |
| American Funds NewPrsp R6 Fnd Mutual Fund - | Mutual Funds | — | — | $2.1M | 9.8% | |
| Vanguard Equity-Inc Adm Fund Mutual Fund - | Mutual Funds | — | — | $1.8M | 8.4% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| T. Rowe Price Rtmt 2055 Fund Mutual Fund - | Other securities | — | — | $1.1M | 5.1% | |
| Vanguard Balncd Index Admrl Fd Mutual Fund - | Mutual Funds | — | — | $934K | 4.4% | |
| T. Rowe Price Rtmt 2025 Fund Mutual Fund - | Other securities | — | — | $639K | 3.0% | |
| MFS Intl Diversification R4 Fd Mutual Fund - | Mutual Funds | — | — | $504K | 2.4% | |
| Vanguard Int-Tm Bd Idx Adm Fd Mutual Fund - | Common Collective Trusts | — | — | $447K | 2.1% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund - | Mutual Funds | — | — | $394K | 1.9% | |
| Vanguard Mid Cap Index Adm Fd Mutual Fund - | Mutual Funds | — | — | $376K | 1.8% | |
| T. Rowe Price Rtmt 2035 Fund Mutual Fund - | Other securities | — | — | $374K | 1.8% | |
| T. Rowe Price Rtmt 2045 Fund Mutual Fund - | Other securities | — | — | $215K | 1.0% | |
| T. Rowe Price Retirement 2060 Mutual Fund - | Other securities | — | — | $181K | 0.9% | |
| T. Rowe Price Rtmt 2050 Fund Mutual Fund - | Other securities | — | — | $163K | 0.8% | |
| T. Rowe Price Rtmt 2040 Fund Mutual Fund - | Other securities | — | — | $148K | 0.7% | |
| T. Rowe Price Rtmt 2015 Fund Mutual Fund - | Other securities | — | — | $100K | 0.5% | |
| T. Rowe Price Rtmt 2030 Fund Mutual Fund - | Other securities | — | — | $90K | 0.4% | |
| T. Rowe Price Rtmt 2020 Fund Mutual Fund - | Other securities | — | — | $53K | 0.3% | |
| ALLSPRING CORE BD CIT TR SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| PRIN/BR S&P 500 INDEX CIT TR SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $15K | <0.1% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| T. Rowe Price Rtmt 2065 Fund Mutual Fund - | Other securities | — | — | $12K | <0.1% | |
| PIMCO Real Return/Inst Mutual Fund - | Mutual Funds | — | — | $12K | <0.1% | |
| PRIN/BR INTL EQ INDX CIT TR SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| PIMCO High Yield I - TR Mutual Fund - | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Northern Global Real Estate Ix Mutual Fund - | Other securities | — | — | $3K | <0.1% | |
| Acadian Emerging Markets I Mutual Fund - | Other securities | — | — | $2K | <0.1% | |
| American Funds EuroPacific Gr Mutual Fund - | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN/BR RUSS 2000 I CIT TR SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN/T.ROWE I LGC GR CIT TR SEI TRUST COMPANY · EIN 45-6648614 / PN 001 | Common Collective Trust | — | — | $795 | <0.1% | |
| PRIN/MFS VALUE CIT TR SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $766 | <0.1% | |
| PRIN/MULTI SM CAP CIT TR SEI TRUST COMPANY · EIN 45-6648658 / PN 001 | Common Collective Trust | — | — | $763 | <0.1% | |
| GALLIARD STABLE RETURN PNTR SEI TRUST COMPANY · EIN 46-6208187 / 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.
