Matt Mikolajewski signed Batesville Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Batesville Services LLC's EIN is 35-0166166.
Download the official 2024 Form 5500 (PDF) for Batesville Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Batesville Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $39K | — |
| CREATIVE PLANNING |
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 Contrafund Commingled Pool Class A Collective Trust | Common Collective Trusts | — | — | $45.9M | 21.8% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $45.9M | 21.8% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $33.4M | 15.9% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $16.6M | 7.9% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $16.4M | 7.8% | |
| Prudential Stable Value (Core Intermediate Bond Fund) Synthetic Investment Contract | Stable Value | — | — | $15.0M | 7.1% | |
| PRU CORE CONSERV INT BD FD PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 156 | Common Collective Trust | — | — | $15.0M | 7.1% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $11.0M | 5.2% | |
| State Street Russell Small/Mid Cap Index Securities-Lending Series Fund Class II Collective Trust | Common Collective Trusts | — | — | $10.3M | 4.9% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $10.3M | 4.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $8.5M | 4.0% | |
| PIMCO Total Return Fund Institution Class Mutual Fund | Mutual Funds | — | — | $7.2M | 3.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $6.5M | 3.1% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $5.9M | 2.8% | |
| State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II Collective Trust | Common Collective Trusts | — | — | $5.7M | 2.7% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $5.7M | 2.7% | |
| WT SMALL CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $5.2M | 2.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $3.8M | 1.8% | |
| Vangaurd Target Retirement 2060 Fund Mutual Fund | Other securities | — | — | $3.3M | 1.6% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 1.1% | |
| Invesco Developing Markets Fund Class Y Mutual Fund | Mutual Funds | — | — | $2.3M | 1.1% | |
| Harding Loevner International Equity Fund Mutual Fund | Other securities | — | — | $2.0M | 1.0% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $1.8M | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 0.8% | |
| Loomis Sayles Strategic Income Fund Class Y Mutual Fund | Other securities | — | — | $1.5M | 0.7% | |
| Vangaurd Target Retirement Income Fund Mutual Fund | Other securities | — | — | $589K | 0.3% | |
| BlackRock Strategic Completion Non-Lendable Fund M Collective Trust | Common Collective Trusts | — | — | $567K | 0.3% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $567K | 0.3% | |
| Fidelity Government Money Market Fund Money Market | Mutual Funds | — | — | $148K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| — |
| INVESTMENT ADVISOR |
| $33K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER | 35-1090346 | — | ACCOUNTANT/AUDITOR | $43K | — |
