Melissa Clifford signed The Barton Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Barton Group's EIN is 23-1624372.
Download the official 2024 Form 5500 (PDF) for The Barton Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Barton Group's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Empower | Other securities | — | $1.8M | $6.7M | 26.4% | |
| VANGUARD 500 INDEX ADMIRAL MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.7M | 26.4% | |
| VANGUARD LT INVESTMENT-GRADE ADM MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.5M | 17.9% | |
| Empower | Other securities | — | $4.6M | $4.5M | 17.9% | |
| Empower | Other securities | — | $458K | $2.8M | 10.8% | |
| AMERICAN FDS EUROPACIFIC GROWTH R5 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.8M | 10.8% | |
| Empower | Other securities | — | $2.2M | $2.2M | 8.7% | |
| VANGUARD TOTAL BOND MARKET INDEX MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.7% | |
| Empower | Other securities | — | $2.0M | $2.0M | 7.7% | |
| DODGE & COX INCOME - 1 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.0M | 7.7% | |
| Empower | Other securities | — | $311K | $1.8M | 6.9% | |
| HARTFORD INT'L OPPORTUNITIES R4 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.9% | |
| Empower | Other securities | — | $460K | $1.5M | 6.0% | |
| PRINCIPAL REAL ESTATE SECURITIES MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.5M | 6.0% | |
| Empower | Other securities | — | $139K | $1.0M | 4.0% | |
| WELLS FARGO SPECIAL SM CAP VALUE MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.0% | |
| Empower | Other securities | — | $814K | $1.0M | 3.9% | |
| FRANKLIN SMALL CAP GROWTH R6 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.0M | 3.9% | |
| Empower | Other securities | — | $341K | $762K | 3.0% | |
| PRINCIPAL DIVERSIFIED REAL ASSET A MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $762K | 3.0% | |
| Empower | Other securities | — | $97K | $755K | 3.0% | |
| MFS INTERNATIONAL NEW DISCOVERY A MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $755K | 3.0% | |
| Empower | Other securities | — | $36K | $39K | 0.2% | |
| SAGIC DIVERSIFIED BOND 1 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $39K | 0.2% | |
| Empower | Other securities | — | $3 | $3 | <0.1% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 340 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL TOTAL RETURN BOND I MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK STRATEGIC INCOME OPPS MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / 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.
