Mary Conley signed Barrett Distribution Centers' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barrett Distribution Centers' EIN is 04-2233124.
Download the official 2024 Form 5500 (PDF) for Barrett Distribution Centers from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barrett Distribution Centers' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $191K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $7.5M | 15.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.4M | 9.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.6M | 7.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.0M | 6.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.8M | 5.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.4M | 5.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.0M | 4.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $2.0M | 4.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.3M | 2.8% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $1.2M | 2.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 2.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.2M | 2.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $1.0M | 2.2% | |
| SCHWAB INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.0M | 2.1% | |
| DFA US LARGE CAP VALUE PORT I | Registered Investment Companies | — | — | $975K | 2.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $834K | 1.8% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $773K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $613K | 1.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $592K | 1.3% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $537K | 1.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $528K | 1.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $452K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $419K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $389K | 0.8% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $283K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $271K | 0.6% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $69K | 0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
