Deandre Living signed Bakerripley's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bakerripley's EIN is 23-7062976.
Download the official 2024 Form 5500 (PDF) for Bakerripley from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bakerripley's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $145K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISOR | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $4.8M | 10.9% | |
| Charles Schwab Target 2035 Index Fund | Common Collective Trusts | — | — | $4.5M | 10.3% | |
| Charles Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $4.4M | 10.1% | |
| Charles Schwab Target 2025 Index Fund | Common Collective Trusts | — | — | $3.6M | 8.1% | |
| Fidelity 500 Index Fund Institutional Premium | Common Collective Trusts | — | — | $3.0M | 6.9% | |
| Charles Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $2.6M | 5.9% | |
| Charles Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $2.4M | 5.5% | |
| Fidelity Blue Chip Growth Fund Class K6 | Mutual Funds | — | — | $2.4M | 5.5% | |
| 10.50%, with varying maturity dates) | Bonds / Notes | — | — | $2.1M | 4.7% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $2.1M | 4.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.7M | 4.0% | |
| Fidelity Contrafund | Mutual Funds | — | — | $1.3M | 3.0% | |
| Vanguard Small Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.2M | 2.7% | |
| Charles Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $1.1M | 2.6% | |
| Transamerica Guaranteed Investment Option | Other securities | — | — | $1.1M | 2.4% | |
| Charles Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $933K | 2.1% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $827K | 1.9% | |
| Guggenheim Total Return Bond Fund Class P | Other securities | — | — | $689K | 1.6% | |
| Charles Schwab Target 2020 Index Fund | Common Collective Trusts | — | — | $641K | 1.5% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $561K | 1.3% | |
| Charles Schwab Target 2015 Index Fund | Common Collective Trusts | — | — | $553K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $542K | 1.2% | |
| JPMorgan Small Cap Growth Class R6 | Other securities | — | — | $525K | 1.2% | |
| PIMCO Moderate Duration Institutional Class | Mutual Funds | — | — | $396K | 0.9% | |
| Vanguard Value Index Admiral Shares | Mutual Funds | — | — | $376K | 0.9% | |
| JPMorgan Large Cap Value Class R3 | Other securities | — | — | $362K | 0.8% | |
| Charles Schwab Target 2065 Index Fund | Common Collective Trusts | — | — | $329K | 0.7% | |
| Prudential PGIM Global Total Return Fund Class R6 | Other securities | — | — | $285K | 0.6% | |
| MFS Mid Cap Value Fund Class R3 | Mutual Funds | — | — | $223K | 0.5% | |
| Charles Schwab Target 2010 Index Fund | Common Collective Trusts | — | — | $184K | 0.4% | |
| Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $52K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | 38-2492570 | — | AUDITOR | $14K | — |
