Linda Morano signed BARR & BARR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BARR & BARR, Inc.'s EIN is 13-0469970.
Download the official 2024 Form 5500 (PDF) for BARR & BARR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BARR & BARR, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHCARE ADVISORY PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein AB US LARGE CAP GROWTH CIT W SERIES P1 | Common Collective Trusts | — | — | $7.8M | 20.1% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.3M | 11.2% | |
| Empower Retirement Services Guaranteed Interest Account | Other securities | — | — | $3.1M | 8.0% | |
| Vanguard ‐ VANGUARD VALUE INDEX ADM | Mutual Funds | — | — | $2.8M | 7.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2035 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.7M | 7.0% | |
| Guggenheim TOTAL RETURN BOND INSTL | Other securities | — | — | $2.5M | 6.5% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $1.7M | 4.5% | |
| BLACKROCK MID-CAP GROWTH EQUITY K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.4M | 3.7% | |
| PUTNAM NUVEEN INTERNATIONAL EQUITY INDEX R6 | Common Collective Trusts | — | — | $1.4M | 3.6% | |
| MASSMUTUAL HIGH YIELD I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.3% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $864K | 2.2% | |
| DFA INTERNATIONAL SMALL COMPANY I | Mutual Funds | — | — | $666K | 1.7% | |
| MASSMUTUAL SELECT TRP RETIRE 2025 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $582K | 1.5% | |
| PUTNAM SMALL CAP GROWTH TRUST CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $578K | 1.5% | |
| MFS MID CAP VALUE FUND CL 2W | Mutual Funds | — | — | $568K | 1.5% | |
| Aventis AVANTIS U S SMALL CAP VALUE INSTL | Other securities | — | — | $561K | 1.5% | |
| Vanguard INFLATION-PROTECTED SECS ADM | Mutual Funds | — | — | $557K | 1.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2045 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $480K | 1.2% | |
| American Funds AMERICAN FUNDS CAPITAL WORLD BOND R6 | Mutual Funds | — | — | $464K | 1.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2040 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $460K | 1.2% | |
| PRINCIPAL REAL ESTATE SECURITIES IN PRINCIPAL FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $428K | 1.1% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $392K | 1.0% | |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $360K | 0.9% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $348K | 0.9% | |
| American Funds AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $344K | 0.9% | |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $318K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $284K | 0.7% | |
| MASSMUTUAL SELECT TRP RETIRE 2030 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $276K | 0.7% | |
| MASSMUTUAL SELECT TRP RETIRE 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $234K | 0.6% | |
| TIAA PUTNAM DYNAMIC ASSET ALLOC GROWTH R6 | Mutual Funds | — | — | $160K | 0.4% | |
| MASSMUTUAL SELECT TRP RETIRE 2060 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $142K | 0.4% | |
| MASSMUTUAL SELECT TRP RETIRE BAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $90K | 0.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2055 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $89K | 0.2% | |
| MASSMUTUAL SELECT TRP RETIRE 2015 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $58K | 0.1% | |
| MASSMUTUAL SELECT TRP RETIRE 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $55K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WEST CHESTER, PA |
| INVESTMENT ADVISOR |
| $58K |
| — |
