Kimberly Skiba signed Bette & Cring, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bette & Cring, LLC's EIN is 16-1562780.
Download the official 2024 Form 5500 (PDF) for Bette & Cring, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bette & Cring, LLC'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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANK | 16-1268674 | — | NONE | $35K | — |
| TEAL, BECKER & CHIARAMONTE CPAS PC |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 14-1624930 |
| — |
| NONE |
| $15K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R5 Mutual Fund | Other securities | — | — | $9.1M | 16.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.9M | 16.6% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $6.6M | 12.2% | |
| T. Rowe Retirement 2040 Fund Mutual Fund | Other securities | — | — | $3.7M | 7.0% | |
| Janus Enterprise Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 4.7% | |
| Vanguard Mid Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $2.4M | 4.4% | |
| American Funds American Balanced Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 4.1% | |
| Vanguard Small Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $2.2M | 4.0% | |
| T. Rowe Price Health Sciences Fund Mutual Fund | Other securities | — | — | $1.8M | 3.4% | |
| T. Rowe Price Dividend Growth Fund Mutual Fund | Other securities | — | — | $1.7M | 3.1% | |
| Virtus Zevenbergen Tech Inst Mutual Fund | Other securities | — | — | $1.5M | 2.8% | |
| American Funds Europacific Growth Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 2.4% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 2.1% | |
| Columbia Dividend Income Fund Mutual Fund | Other securities | — | — | $1.1M | 2.1% | |
| MFS Value Fund Mutual Fund | Mutual Funds | — | — | $982K | 1.8% | |
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $898K | 1.7% | |
| T. Rowe Retirement 2030 Fund Mutual Fund | Other securities | — | — | $817K | 1.5% | |
| T. Rowe Retirement 2050 Fund Mutual Fund | Other securities | — | — | $731K | 1.4% | |
| T. Rowe Price New Horizons Fund Mutual Fund | Other securities | — | — | $697K | 1.3% | |
| T. Rowe Retirement 2020 Fund Mutual Fund | Other securities | — | — | $688K | 1.3% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $592K | 1.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $369K | 0.7% | |
| T. Rowe Price Retirement Balanced Fund FD Mutual Fund | Other securities | — | — | $342K | 0.6% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $342K | 0.6% | |
| Columbia Mid Cap Value Fund Mutual Fund | Other securities | — | — | $340K | 0.6% | |
| T. Rowe Retirement 2060 Fund Mutual Fund | Other securities | — | — | $271K | 0.5% | |
| Pimco Real Return Fund Class A Mutual Fund | Mutual Funds | — | — | $212K | 0.4% | |
| Vanguard GNMA Admiral Shares Mutual Fund | Agency / Mortgage-Backed | — | — | $203K | 0.4% | |
| T. Rowe Retirement 2010 Fund Mutual Fund | Other securities | — | — | $32K | <0.1% | |
| Cash | Cash / Money Market | — | — | $11K | <0.1% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $10K | <0.1% | |
| T. Rowe Price Retirement Balanced Fund FD ADV Mutual Fund | Other securities | — | — | $3K | <0.1% |
