Bauer Built, Inc.'s EIN is 39-0906216.
Download the official 2024 Form 5500 (PDF) for Bauer Built, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bauer Built, 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 |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | 46-2793932 | — | NONE | $118K | — |
| MILLIMAN | 91-0675641 | — | NONE | $102K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $27 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $82.1M | 98.8% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MANAGEMENT, LLC · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $12.3M | 14.8% | |
| FEDERATED HERMES TOTAL RETUR BD CIF GREAT WEST TRUST COMPANY, LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $5.9M | 7.1% |
