JON Marquardt signed Golftec Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Golftec Management, Inc.'s EIN is 26-1545931.
Download the official 2024 Form 5500 (PDF) for Golftec Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Golftec Management, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $181K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.2M | 17.4% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $4.4M | 14.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.9M | 9.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $2.6M | 8.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.4M | 7.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.0M | 6.6% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.9M | 6.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 5.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $861K | 2.9% | |
| Fidelity MidCap Index | Mutual Funds | — | — | $705K | 2.4% | |
| to 9.50 percent - | Other securities | — | — | $672K | 2.3% | |
| MFS American Century Growth | Mutual Funds | — | — | $596K | 2.0% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $583K | 2.0% | |
| Principal Equity Income Fund | Other securities | — | — | $499K | 1.7% | |
| Fidelity American Funds - AMCA | Mutual Funds | — | — | $466K | 1.6% | |
| MFS International Value Fund | Mutual Funds | — | — | $348K | 1.2% | |
| Janus Triton Fund | Mutual Funds | — | — | $309K | 1.0% | |
| JPMorgan Investment Mgmt Inc. Undisc | Common Stocks | — | — | $275K | 0.9% | |
| Robert W. Baird & Co. Inc Baird Core Plus Bond | Common Stocks | — | — | $257K | 0.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $249K | 0.8% | |
| Capital Research and Mgmt Co American Funds - New | Mutual Funds | — | — | $240K | 0.8% | |
| MFS Century Mid-Cap Value Fund | Mutual Funds | — | — | $216K | 0.7% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $190K | 0.6% | |
| BlackRock High Yield Bond Fund | Other securities | — | — | $188K | 0.6% | |
| Principal Real Estate Secs Inst Fund | Other securities | — | — | $98K | 0.3% | |
| Principal Lifetime Hybrid Income | Other securities | — | — | $89K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $89K | 0.3% | |
| Principal Benefit-responsive investment contract - Fixed Income Guarantee Option | Other securities | — | — | $58K | 0.2% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $51K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $8K | <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 |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INV ADV, PARTICIPANTS | $0 | — |
