Mary BETH Artuso signed Complemar Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Complemar Partners, Inc.'s EIN is 20-1225180.
Download the official 2024 Form 5500 (PDF) for Complemar Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Complemar Partners, Inc.'s 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 | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $312K | 13.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $263K | 11.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $253K | 10.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $216K | 9.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $187K | 8.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $126K | 5.5% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $116K | 5.0% | |
| METLIFE REL ST VAL 25053 - 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $115K | 5.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $102K | 4.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $86K | 3.7% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $83K | 3.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $70K | 3.0% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $54K | 2.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $49K | 2.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $45K | 1.9% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $31K | 1.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | 0.8% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $18K | 0.8% | |
| VIC CORE PLUS INTERM BOND R6 | Registered Investment Companies | — | — | $18K | 0.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | 0.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $17K | 0.7% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $16K | 0.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $14K | 0.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $13K | 0.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $13K | 0.6% | |
| MACQUARIE EMERGING MARKETS R | Registered Investment Companies | — | — | $6K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $12K |
| — |
