Elizabeth Colwell signed Bertram Inn's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bertram Inn's EIN is 34-1900270.
Download the official 2024 Form 5500 (PDF) for Bertram Inn from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bertram Inn'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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA RETIREMENT PLAN ADVISORS, IN | 23-2697799 | — | INVESTMENT/FINANCIAL ADVI | $13K | — |
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 MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $661K | 27.8% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $470K | 19.8% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $283K | 11.9% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $279K | 11.7% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $272K | 11.4% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $99K | 4.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $73K | 3.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $55K | 2.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $46K | 1.9% | |
| MFS INTERNATIONAL GROWTH R6 459 REGISTERED INVESTMENT COMPANY VANG EQUITY INC ADM | Registered Investment Companies | — | — | $40K | 1.7% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $33K | 1.4% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $10K | 0.4% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $9K | 0.4% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $5K | 0.2% | |
| SMALL CAP VAL II R1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $3K | 0.1% | |
| FED MTD SM CAP GROWTH R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $1K | <0.1% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $396 | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $95 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | 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.
