Elena Davis signed Bader Rutter & Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bader Rutter & Associates, Inc.'s EIN is 39-1184935.
Download the official 2024 Form 5500 (PDF) for Bader Rutter & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bader Rutter & Associates, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $176K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANNEX WEALTH MANAGEMENT, LLC | 68-0524298 | — | SERVICE PROVIDER | $44K | — |
| REILLY, PENNER & BENTON LLP |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2040 Class K | Other securities | — | — | $5.6M | 15.9% | |
| State Street Target Retirement 2045 Class K | Other securities | — | — | $4.4M | 12.5% | |
| Vanguard 500 Index Admiral Class | Common Collective Trusts | — | — | $3.4M | 9.5% | |
| State Street Target Retirement 2050 Class K | Other securities | — | — | $3.4M | 9.5% | |
| State Street Target Retirement 2055 Class K | Other securities | — | — | $3.2M | 8.9% | |
| State Street Target Retirement 2030 Class K | Other securities | — | — | $3.1M | 8.8% | |
| State Street Target Retirement 2035 Class K | Other securities | — | — | $3.1M | 8.7% | |
| State Street Target Retirement 2025 Class K | Other securities | — | — | $2.3M | 6.5% | |
| State Street Target Retirement Class K | Other securities | — | — | $1.3M | 3.6% | |
| State Street Target Retirement 2060 Class K | Other securities | — | — | $1.1M | 3.0% | |
| American Century Ultra R6 Class | Other securities | — | — | $1.1M | 3.0% | |
| SSGA S&P MID CAP INDEX FUND LINCOLN FINANCIAL GROUP · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $500K | 1.4% | |
| State Street Target Retirement 2020 Class K | Other securities | — | — | $442K | 1.2% | |
| Avantis Us Small Cap Value Institutional Class | Other securities | — | — | $350K | 1.0% | |
| JP Morgan Us Value Class R6 | Other securities | — | — | $348K | 1.0% | |
| Pimco Short Term Institutional Class | Mutual Funds | — | — | $281K | 0.8% | |
| Alpssmith Total Return Bond Class I | Other securities | — | — | $277K | 0.8% | |
| Vanguard Developed Markets Index Admiral Shares | Mutual Funds | — | — | $226K | 0.6% | |
| American Funds New World Class R6 | Mutual Funds | — | — | $209K | 0.6% | |
| Putnam Small Cap Growth Class R6 | Mutual Funds | — | — | $189K | 0.5% | |
| Vanguard Real Estate Index Admiral Shares | Mutual Funds | — | — | $151K | 0.4% | |
| State Street Target Retirement 2065 Class K | Other securities | — | — | $143K | 0.4% | |
| American Funds Europacific Growth Class R6 | Mutual Funds | — | — | $138K | 0.4% | |
| Lincoln Stable Value Account | Stable Value | — | — | $88K | 0.2% | |
| Notes Receivable from Participants | Other securities | — | $0 | $62K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $53K | 0.1% | |
| American Funds American Balanced Class R6 | Mutual Funds | — | — | $51K | 0.1% | |
| Pgim High Yield Class R6 | Other securities | — | — | $16K | <0.1% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-0747409 |
| — |
| SERVICE PROVIDER |
| $9K |
| — |
