Arasely Valdez signed Baldwin & Sons, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baldwin & Sons, LLC's EIN is 26-2161618.
Download the official 2024 Form 5500 (PDF) for Baldwin & Sons, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baldwin & Sons, LLC'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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY BENEFITS GROUP INC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock Strategic Global Bond Fund ** 387 Fidelity Investments S&P 500 Index Fund | Common Collective Trusts | — | — | $5.1M | 35.3% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $3.2M | 21.8% | |
| Great West S&P Mid Cap 400 Index Fund | Common Collective Trusts | — | — | $1.2M | 8.5% | |
| INTERNATIONAL GROWTH FUND II CLAS I GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $648K | 4.5% | |
| Putnam International Value Fund | Mutual Funds | — | — | $643K | 4.4% | |
| Fidelity Investments International Index Fund | Common Collective Trusts | — | — | $633K | 4.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $539K | 3.7% | |
| SMALL CAP VALUE FUND II CL GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $478K | 3.3% | |
| Prudential High Yield Bond Fund | Other securities | — | — | $322K | 2.2% | |
| Alliance Bernstein Large Cap Growth Fund | Other securities | — | — | $122K | 0.8% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $113K | 0.8% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $78K | 0.5% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $44K | 0.3% | |
| MID CAP GROWTH I1 GREAT GRAY · EIN 38-4126247 / PN 001 | Common Collective Trust | — | — | $31K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
