Timothy Ward signed Martin Automatic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martin Automatic, Inc.'s EIN is 36-2649881.
Download the official 2024 Form 5500 (PDF) for Martin Automatic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martin Automatic, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA NA | 27-1515696 | — | ADVISOR | $43K | — |
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 500 Index Mutual funds a | Common Collective Trusts | — | — | $5.8M | 22.3% | |
| JP Morgan Large Cap Growth Mutual funds a | Other securities | — | — | $5.0M | 19.2% | |
| Alliance Bernstein Equity Income Mutual funds a | Other securities | — | — | $1.8M | 7.0% | |
| Transamerica Stable Value Ascend Account Stable value fund a | Stable Value | — | — | $1.6M | 6.0% | |
| Allspring Small Company Growth Mutual funds a | Common Stocks | — | — | $1.3M | 5.1% | |
| Fidelity Advisor Total Bond Mutual funds a | Mutual Funds | — | — | $1.1M | 4.4% | |
| Vanguard International Growth Mutual funds a | Mutual Funds | — | — | $1.1M | 4.4% | |
| Nuveen Lifecycle Index 2030 Mutual funds a | Mutual Funds | — | — | $1.0M | 4.0% | |
| Nuveen Lifecycle Index 2025 Mutual funds a | Mutual Funds | — | — | $935K | 3.6% | |
| Nuveen Lifecycle Index 2040 Mutual funds a | Mutual Funds | — | — | $916K | 3.5% | |
| Vanguard Real Estate Index Mutual funds a 795 Vanguard Small-Cap Index Mutual funds a | Mutual Funds | — | — | $760K | 2.9% | |
| Victory Sycamore Established Value Mutual funds a | Other securities | — | — | $641K | 2.5% | |
| Vanguard Growth Index Mutual funds a | Mutual Funds | — | — | $486K | 1.9% | |
| Vanguard International Value Mutual funds a | Mutual Funds | — | — | $459K | 1.8% | |
| Principal Midcap Mutual funds a | Other securities | — | — | $432K | 1.7% | |
| Fidelity Mid Cap Index Mutual funds a | Mutual Funds | — | — | $361K | 1.4% | |
| Nuveen Lifecycle Index 2065 Mutual funds a | Mutual Funds | — | — | $302K | 1.2% | |
| Nuveen Lifecycle Index 2060 Mutual funds a | Mutual Funds | — | — | $283K | 1.1% | |
| Columbia Small Cap Value Mutual funds a | Other securities | — | — | $271K | 1.1% | |
| Nuveen Lifecycle Index 2055 Mutual funds a | Mutual Funds | — | — | $259K | 1.0% | |
| Nuveen Lifecycle Index 2045 Mutual funds a | Mutual Funds | — | — | $224K | 0.9% | |
| Nuveen Lifecycle Index 2050 Mutual funds a | Mutual Funds | — | — | $221K | 0.9% | |
| Nuveen Lifecycle Index 2035 Mutual funds a | Mutual Funds | — | — | $152K | 0.6% | |
| through October 2029. - | Other securities | — | — | $116K | 0.4% | |
| Nuveen Lifecycle Index Retirement Income Mutual funds a | Mutual Funds | — | — | $74K | 0.3% | |
| Nuveen Lifecycle Index 2020 Mutual funds a | Mutual Funds | — | — | $72K | 0.3% | |
| American Funds Growth and Income Mutual funds a | Mutual Funds | — | — | $56K | 0.2% | |
| PGIM High Yield Mutual funds a | Other securities | — | — | $43K | 0.2% | |
| American Funds New World Mutual funds a | Mutual Funds | — | — | $32K | 0.1% | |
| Vanguard FTSE All-World ex-US Index Mutual funds a | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity US Bond Index Mutual funds a | Mutual Funds | — | — | $9K | <0.1% | |
| ONEAMERICA STABLE VALUE FUND CL Z BMO HARRIS BANK, NA · EIN 39-6490536 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFEK & COMPANY, LLC | 27-1515696 | — | AUDITOR | $13K | — |
