Robert F. Abrams signed Bauer, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bauer, Inc.'s EIN is 05-0540828.
Download the official 2023 Form 5500 (PDF) for Bauer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bauer, 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 | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GFS WEALTH MANAGEMENT ADVISORS, INC | — | SHELTON, CT | INVESTMENT ADVISOR | $35K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2025 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $113K | $1.7M | 13.8% | |
| AMERICAN FUNDS 2030 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $74K | $1.3M | 10.1% | |
| AMERICAN FUNDS 2035 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $66K | $1.3M | 9.9% | |
| PUTNAM DYNAMIC ASSET ALLOCATION GRO EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $60K | $1.2M | 9.9% | |
| BLACKROCK HEALTH SCIENCES EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $14K | $1.1M | 8.5% | |
| AMERICAN FUNDS AMERICAN BALANCED EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $624K | 4.9% | |
| American Funds American Balanced R6 | Mutual Funds | — | $18K | $624K | 4.9% | |
| AMERICAN FUNDS 2055 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $21K | $542K | 4.3% | |
| FIDELITY 500 INDEX EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $3K | $516K | 4.1% | |
| INSURANCE COMPANY/GENERAL ACCOUNTS * Empower Investments Fixed Account - Series Class VI | Common Stocks | — | $504K | $504K | 4.0% | |
| EI FIXED ACCOUNT CLASS VI FIXED ANNUITIES | Other securities | — | — | $504K | 4.0% | |
| JANUS HENDERSON GLOBAL TECH EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $7K | $471K | 3.7% | |
| AMERICAN FUNDS AMERICAN FUNDS HI IN EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $40K | $381K | 3.0% | |
| AMERICAN NEW PERSPECTIVE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $6K | $357K | 2.8% | |
| AMERICAN FUNDS 2060 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $345K | 2.7% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | $20K | $345K | 2.7% | |
| AMERICAN FUNDS 2045 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $11K | $230K | 1.8% | |
| METROPOLITAN WEST TOTAL RETURN BOND EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $26K | $221K | 1.8% | |
| American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | $10K | $203K | 1.6% | |
| ALGER FOCUS EQUITY EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $3K | $190K | 1.5% | |
| AMERICAN FUNDS 2050 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $7K | $153K | 1.2% | |
| AMERICAN FUNDS 2015 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $139K | 1.1% | |
| American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | $11K | $139K | 1.1% | |
| COHEN & STEERS REAL EST EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $8K | $134K | 1.1% | |
| FIDELITY SMALL CAP INDEX EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $5K | $132K | 1.0% | |
| 9.50% with maturities through 2029 | Bonds / Notes | — | — | $130K | 1.0% | |
| FIDELITY INTERNATIONAL INDEX EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $3K | $126K | 1.0% | |
| FIDELITY MID CAP INDEX EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $4K | $123K | 1.0% | |
| DELAWARE IVY MID CAP GROWTH EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $4K | $122K | 1.0% | |
| PUTNAM DYNAMIC ASSET ALLOCTION CON EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $8K | $85K | 0.7% | |
| ALLSPRING SPECIAL MID CAP VALUE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $1K | $58K | 0.5% | |
| American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | $3K | $45K | 0.4% | |
| AMERICAN FUNDS 2065 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $45K | 0.4% | |
| FRANKLIN SMALL CAP VALUE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $43K | 0.3% | |
| JANUS HENDERSON VENTURE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $38K | 0.3% | |
| VANGUARD UTILITIES INDEX EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $33K | 0.3% | |
| FIDELITY US BOND INDEX EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $3K | $33K | 0.3% | |
| AMERICAN FUNDS INFLATION LINKED EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $2K | $20K | 0.2% | |
| PUTNAM LARGE CAP VALUE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $15K | 0.1% | |
| BRADYWINEGLOBAL GLOBAL OPPS MUTUAL FUND | Other securities | — | — | $10K | <0.1% | |
| BRANDYWINEGLOBAL-GLOBAL OPPS BOND EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | $1K | $10K | <0.1% | |
| VANGUARD STAR EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| NUVEEN CORE IMPACT BOND EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS 2020 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| American Funds 2020 Trgt Date Retire R6 81 | Mutual Funds | — | — | $1K | <0.1% | |
| COLUMBIA INCOME OPPORTUNITIES EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $245 | <0.1% | |
| VIRTUS CEREDEX LARGE CAP VALUE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $15 | <0.1% | |
| AMERICAN FUNDS 2040 TRGT DATE EMPOWER ANNUITY COMPANY OF AMERICA · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE BENEFIT CONSULTANTS, INC. | 06-0991349 | WATERTOWN, CT | TPA | $0 | — |
