Scott Novack signed GCM Medical and OEM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GCM Medical and OEM, Inc.'s EIN is 94-2881953.
Download the official 2024 Form 5500 (PDF) for GCM Medical and OEM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GCM Medical and OEM, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| PGIM Total Return Bond | Other securities | — | — | $2.6M | 19.3% | |
| JPMorgan US Research Enhanced Equity Fund | Other securities | — | — | $1.7M | 12.5% | |
| Goldman Sachs Goldman Sachs International Equity Income Fund | Other securities | — | — | $1.4M | 10.3% | |
| JPMorgan Large Cap Growth Fund | Other securities | — | — | $1.1M | 8.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 7.6% | |
| American Funds Retirement American Funds New World Fund | Mutual Funds | — | — | $1.0M | 7.6% | |
| JPMorgan US Value Fund | Other securities | — | — | $1.0M | 7.5% | |
| Allspring Global Investments Allspring Small Company Growth Fund | Common Stocks | — | — | $742K | 5.4% | |
| Fidelity Management Company Fidelity Puritan Fund | Mutual Funds | — | — | $685K | 5.0% | |
| Principal Funds Principal Small Cap Value Fund | Other securities | — | — | $578K | 4.2% | |
| Janus Mutual Funds Janus Henderson Enterprise Fund | Mutual Funds | — | — | $507K | 3.7% | |
| MFS Investment Management MFS Mid Cap Value Fund | Mutual Funds | — | — | $389K | 2.8% | |
| Participants Notes receivable from participants (interest rates from 5.25 | Other securities | — | — | $263K | 1.9% | |
| Fidelity Management Company Fidelity Advisor International Capital Appreciation Fund | Mutual Funds | — | — | $225K | 1.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $182K | 1.3% | |
| Fidelity Management Company Fidelity Capital & Income Fund | Mutual Funds | — | — | $144K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UNITED PLANNERS FINANCIAL SERVICES |
| — |
| SCOTTSDALE, AZ |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHORE TOMPKINS ACTUARIAL RESOURCES | — | CHICAGO, IL | CONTRACT ADMINISTRATOR | $4K | — |
