Melissa Clifford signed Barton Mines Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barton Mines Corporation's EIN is 23-1624372.
Download the official 2024 Form 5500 (PDF) for Barton Mines Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barton Mines Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Empower Separate Account Guaranteed Interest Contract | Pooled Separate Accounts | — | — | $8.4M | 21.9% | |
| Vanguard Instl Target Ret 2030 | Mutual Funds | — | — | $7.0M | 18.2% | |
| Vanguard Instl Target Ret 2035 | Mutual Funds | — | — | $3.8M | 10.0% | |
| Vanguard Instl Target Ret 2025 | Mutual Funds | — | — | $3.0M | 7.9% | |
| Vanguard Instl Target Ret 2040 | Mutual Funds | — | — | $2.7M | 7.0% | |
| Vanguard Instl Target Ret 2045 | Mutual Funds | — | — | $2.0M | 5.3% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.9M | 5.1% | |
| MFS Investment Management MFS Growth Fund | Mutual Funds | — | — | $1.5M | 3.9% | |
| Vanguard Instl Target Ret 2050 | Mutual Funds | — | — | $1.2M | 3.2% | |
| Vanguard Instl Target Ret Inc | Mutual Funds | — | — | $1.1M | 2.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $864K | 2.2% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $826K | 2.1% | |
| Vanguard Instl Target Ret 2055 | Mutual Funds | — | — | $675K | 1.8% | |
| American Funds American Funds Wash Mutl Invs Fund | Mutual Funds | — | — | $572K | 1.5% | |
| Vanguard Instl Target Ret 2060 | Mutual Funds | — | — | $464K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $459K | 1.2% | |
| Vanguard Tot Intl Stck Index Fund | Common Collective Trusts | — | — | $419K | 1.1% | |
| Vanguard Instl Target Ret 2020 | Mutual Funds | — | — | $399K | 1.0% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $378K | 1.0% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $373K | 1.0% | |
| American Funds American Funds EuroPacific Gr Fund | Mutual Funds | — | — | $206K | 0.5% | |
| Vanguard Istl Trgt Ret 2065 Fd | Mutual Funds | — | — | $83K | 0.2% | |
| MASSMUTUAL TOTAL RETURN BOND I MASSMUTUAL · EIN 90-0342299 / 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.
| FIDUCIENT ADVISORS LLC | — | CHICAGO, IL | INVESTMENT ADVISOR | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | — | HOUSTON, TX | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARTON MINES COMPANY LLC DBA BARTON | — | GLENS FALLS, NY | OTHER | $7K | — |
