David J. Alexander signed Martin Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martin Management Group, Inc.'s EIN is 31-1499782.
Download the official 2024 Form 5500 (PDF) for Martin Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martin Management Group, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2035 IPR | Common Collective Trusts | — | — | $1.9M | 18.8% | |
| Fidelity FID FDM IDX 2050 IPR | Common Collective Trusts | — | — | $1.1M | 11.1% | |
| Fidelity FID FDM IDX 2040 IPR | Common Collective Trusts | — | — | $987K | 9.6% | |
| Fidelity FID FDM IDX 2055 IPR | Common Collective Trusts | — | — | $948K | 9.3% | |
| Fidelity FID FDM IDX 2045 IPR | Common Collective Trusts | — | — | $806K | 7.9% | |
| Fidelity FID FDM IDX 2015 IPR | Common Collective Trusts | — | — | $699K | 6.8% | |
| Fidelity FID FDM IDX 2025 IPR | Common Collective Trusts | — | — | $561K | 5.5% | |
| Fidelity FID MID-CAP IDX | Common Collective Trusts | — | — | $553K | 5.4% | |
| Fidelity FID FDM IDX 2030 IPR | Common Collective Trusts | — | — | $456K | 4.5% | |
| Gabelli UST MM AAA ** 917 Blackrock IS R2000 SM-CAP K | Other securities | — | — | $396K | 3.9% | |
| Fidelity FID FDM IDX 2020 IPR | Common Collective Trusts | — | — | $351K | 3.4% | |
| Fidelity FID LG-CAP GR IDX | Common Collective Trusts | — | — | $288K | 2.8% | |
| Fidelity FID FDM IDX 2060 IPR | Common Collective Trusts | — | — | $260K | 2.5% | |
| Notes receivable from participants 4.25% - 9.50% -0- | Bonds / Notes | — | — | $215K | 2.1% | |
| Fidelity FID 500 INDEX | Common Collective Trusts | — | — | $169K | 1.6% | |
| Fidelity FID ST TR BD IDX ** 40 * Fidelity FID FDM IDX 2065 IPR | Common Collective Trusts | — | — | $156K | 1.5% | |
| Fidelity FID EMRG MKTS IDX | Common Collective Trusts | — | — | $94K | 0.9% | |
| Blackrock IS MSCI EAFE INTL K ** 48 American Funds AF NEW PERSPECT R6 | Mutual Funds | — | — | $88K | 0.9% | |
| Fidelity FID LG-CAP VAL IDX | Common Collective Trusts | — | — | $68K | 0.7% | |
| Fidelity FID INTM TR BD IDX | Common Collective Trusts | — | — | $44K | 0.4% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $14K | 0.1% | |
| Fidelity FID INFL PR BD IDX ** 39 * Fidelity FID FDM IDX INC IPR ** 40 * Fidelity FID FDM IDX 2010 IPR | Common Collective Trusts | — | — | $10K | <0.1% | |
| Fidelity FID REAL ESTATE IDX | Common Collective Trusts | — | — | $8K | <0.1% | |
| Fidelity US BOND INDX | Mutual Funds | — | — | $5K | <0.1% | |
| JPMorgan JPM CORPORATE BND R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
