Blanca Vallejo signed Barker Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barker Management, Inc.'s EIN is 33-0249019.
Download the official 2024 Form 5500 (PDF) for Barker Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barker Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICE | 59-2937883 | — |
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 | |||||
|---|---|---|---|---|---|---|
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $875K | 12.6% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $872K | 12.6% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $775K | 11.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $540K | 7.8% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $311K | 4.5% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $305K | 4.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $241K | 3.5% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $225K | 3.3% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $220K | 3.2% | |
| STATE ST S&P MD CP IDX NL C STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $213K | 3.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $210K | 3.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $190K | 2.7% | |
| STATE ST RUSSELL SMCP IDX NL S STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 180 | Common Collective Trust | — | — | $181K | 2.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $172K | 2.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $159K | 2.3% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $157K | 2.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $148K | 2.1% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $129K | 1.9% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $128K | 1.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $111K | 1.6% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $110K | 1.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $82K | 1.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $77K | 1.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $54K | 0.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $28K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $25K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $21K | 0.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $20K | 0.3% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $19K | 0.3% | |
| TEMPLETON GLOBAL BOND FUND R6 | Registered Investment Companies | — | — | $8K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $4K | <0.1% | |
| SST GLOBAL AC EQ EX-US IDX K | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $17K |
| — |
