Allan Martin signed Martin's BULK Milk Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martin's BULK Milk Services, Inc.'s EIN is 39-1301505.
Download the official 2024 Form 5500 (PDF) for Martin's BULK Milk Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martin's BULK Milk Services, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $541 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DARK HORSE FINANCIAL LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fixed Annuities * Key Guaranteed Portfolio Fund Fixed Annuities | Other securities | — | — | $4.2M | 46.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $927K | 10.2% | |
| Alger Capital Appreciation Instl Y Mutual Fund | Other securities | — | — | $702K | 7.7% | |
| PUTNAM RETIRE ADVANTAGE TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $611K | 6.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $509K | 5.6% | |
| Interest rates of * Participant loans 3.25% to 8.50% $0 | Bonds / Notes | — | — | $322K | 3.5% | |
| T. Rowe Price Health Sciences I Mutual Fund | Other securities | — | — | $300K | 3.3% | |
| PUTNAM RETIRE ADVANTAGE TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $280K | 3.1% | |
| JPMorgan Small Cap Growth R6 Mutual Fund | Other securities | — | — | $192K | 2.1% | |
| Empower T. Rowe Price Mid Cap Gr Inst Mutual Fund | Other securities | — | — | $150K | 1.6% | |
| PUTNAM RETIRE ADVANTAGE TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $144K | 1.6% | |
| PUTNAM RETIRE ADVANTAGE TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $137K | 1.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $137K | 1.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $109K | 1.2% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $88K | 1.0% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $57K | 0.6% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $54K | 0.6% | |
| PUTNAM RETIRE ADVANTAGE TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $44K | 0.5% | |
| PUTNAM RETIRE ADVANTAGE TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $41K | 0.5% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $19K | 0.2% | |
| Franklin Intl Growth R6 Mutual Fund | Mutual Funds | — | — | $9K | 0.1% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| American Century Inflation Adj Bond R6 Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| Lord Abbett High Yield R6 Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Franklin Small Cap Value R6 Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Real Estate Index Institutional Mutual Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| HAYDEN, ID |
| INVESTMENT ADVISOR |
| $21K |
| — |
