TINA Khanjian signed Martin Bauer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martin Bauer, Inc.'s EIN is 33-0892779.
Download the official 2024 Form 5500 (PDF) for Martin Bauer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martin Bauer, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | 92-2678185 |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $2.7M | 18.9% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $2.2M | 15.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.8M | 12.6% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $1.3M | 9.2% | |
| DWS GOVT MONEY MARKET I | Registered Investment Companies | — | — | $1.0M | 7.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $845K | 6.0% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $631K | 4.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $529K | 3.7% | |
| COLUMBIA SMALL CAP VALUE I I2 | Registered Investment Companies | — | — | $461K | 3.3% | |
| TRP INTEGRATED US SC GR EQ INV | Registered Investment Companies | — | — | $379K | 2.7% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $284K | 2.0% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $217K | 1.5% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $210K | 1.5% | |
| PIMCO TOTAL RETURN FUND I2 | Registered Investment Companies | — | — | $191K | 1.4% | |
| PIMCO REAL RETURN I2 | Registered Investment Companies | — | — | $190K | 1.3% | |
| BLACKROCK EQ DIV - INSTL | Registered Investment Companies | — | — | $188K | 1.3% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $164K | 1.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $142K | 1.0% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $136K | 1.0% | |
| JAN HENDERSON GL LIFE SCI I | Registered Investment Companies | — | — | $125K | 0.9% | |
| FLEXPATH IDX AGG 2065 R1 WILMINGTON TRUST COMPANY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $113K | 0.8% | |
| FED TOT RET GOV BD - INSTL | Registered Investment Companies | — | — | $40K | 0.3% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $33K | 0.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <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 |
| $33K |
| — |
