Barbara Matthews signed GALE Banks Engineering's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GALE Banks Engineering's EIN is 95-2687960.
Download the official 2024 Form 5500 (PDF) for GALE Banks Engineering from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GALE Banks Engineering'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $945 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $3.3M | 28.7% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 12.6% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.2M | 10.3% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $727K | 6.2% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $642K | 5.5% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $581K | 5.0% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $521K | 4.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $458K | 3.9% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $365K | 3.1% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $364K | 3.1% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $255K | 2.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $254K | 2.2% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $213K | 1.8% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $210K | 1.8% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $159K | 1.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $105K | 0.9% | |
| JAN HEND ENTERPRISE CF MS WILMINGTON TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $93K | 0.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $85K | 0.7% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $73K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $71K | 0.6% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $66K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $65K | 0.6% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $64K | 0.6% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $49K | 0.4% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $41K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $39K | 0.3% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $27K | 0.2% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $19K | 0.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $26K |
| — |
