Mark T. Sponseller signed Alfred Nickles Bakery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alfred Nickles Bakery, Inc.'s EIN is 34-0428345.
Download the official 2024 Form 5500 (PDF) for Alfred Nickles Bakery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alfred Nickles Bakery, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUNITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS INVESTMENT CORP | — | LINCOLN, NE | INVESTMENT ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001 | Common Collective Trust | — | — | $1.9M | 17.0% | |
| PUTNAM RETIREMENT ADV 2045 FUND XA PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.3M | 11.6% | |
| s * Empower Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $883K | 8.1% | |
| GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001 | Common Collective Trust | — | — | $825K | 7.6% | |
| PUTNAM RETIREMENT ADV 2025 FUND XA PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $743K | 6.8% | |
| ALTA FEDERATED MDT SMALL CAPE CORE ALTA TRUST · EIN 99-2666297 / PN 001 | Common Collective Trust | — | — | $607K | 5.6% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $601K | 5.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $589K | 5.4% | |
| Fidelity International Index | Mutual Funds | — | — | $393K | 3.6% | |
| LARGE CAP VALUE FUND CLASS R1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $368K | 3.4% | |
| PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $321K | 2.9% | |
| PUTNAM RETIREMENT ADV 2030 FUND XA PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $308K | 2.8% | |
| Participant loans Interest at 5.25% to 10.50% due in 2025 to 2047 | Bonds / Notes | — | — | $301K | 2.8% | |
| PGIM High-Yield R6 | Other securities | — | — | $284K | 2.6% | |
| PUTNAM RETIREMENT ADV 2040 FUND XA PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $235K | 2.2% | |
| PUTNAM RETIREMENT ADV 2055 FUND XA PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272 | Common Collective Trust | — | — | $211K | 1.9% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $204K | 1.9% | |
| PUTNAM SMALL CAP GROWTH CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $200K | 1.8% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $170K | 1.6% | |
| PUTNAM RETIREMENT ADV 2035 FUND XA PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $160K | 1.5% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $91K | 0.8% | |
| PUTNAM RETIREMENT ADV 2060 FUND XA PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273 | Common Collective Trust | — | — | $65K | 0.6% | |
| PUTNAM RETIREMENT ADV 2050 FUND XA PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $55K | 0.5% | |
| Pimco INT Bond (USD-Hedged) INST | U.S. Treasuries | — | — | $54K | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $33K | 0.3% | |
| PGIM SELECT REAL ESTATE FUND CIT CL GREAT GRAY · EIN 38-7264543 / PN 706 | Common Collective Trust | — | — | $32K | 0.3% | |
| PUTNAM RETIREMENT ADV 2065 FUND XA PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277 | Common Collective Trust | — | — | $31K | 0.3% | |
| FIRST EAGLE SMALL CAP OPP CIT BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $9K | <0.1% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $5K | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL GROWTH FUND CL R GREAT GRAY · EIN 26-3783561 / PN 000 | 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.
| LEAFHOUSE FINANCIAL ADVOSORS, LLC |
| — |
| AUSTIN, TX |
| INVESTMENT ADVISOR |
| $5K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INS SERVICES INC | — | CHICAGO, IL | CONTRACT ADMIN | $700 | — |
