Daniel Giedd signed BARR Engineering Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BARR Engineering Co.'s EIN is 41-0905995.
Download the official 2024 Form 5500 (PDF) for BARR Engineering Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BARR Engineering Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $162 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $39.4M | 14.2% | |
| American Funds American Funds Growth Fund of America | Mutual Funds | — | — | $30.7M | 11.1% | |
| Dodge & Cox Dodge & Cox Stock Fund X | Mutual Funds | — | — | $22.4M | 8.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $17.1M | 6.2% | |
| STATE STREET TR 2050 NL M Common Collective Trust Fund | Common Collective Trusts | — | — | $14.9M | 5.4% | |
| SS TRGT RET 2050 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $14.9M | 5.4% | |
| Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $14.7M | 5.3% | |
| Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $12.4M | 4.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $11.7M | 4.2% | |
| Dodge & Cox Dodge & Cox International Stock Fund X | Mutual Funds | — | — | $11.2M | 4.0% | |
| State Street State Street Target Retirement 2045 Fund | Common Collective Trusts | — | — | $10.4M | 3.8% | |
| SS TRGT RET 2045 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $10.4M | 3.8% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $9.5M | 3.4% | |
| JP MORGAN MIDCAP VALUE L Registered Investment Company | Common Stocks | — | — | $7.7M | 2.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $7.7M | 2.8% | |
| State Street State Street Target Retirement 2030 Fund | Other securities | — | — | $7.4M | 2.7% | |
| SS TRGT RET 2030 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $7.4M | 2.7% | |
| State Street State Street Target Retirement 2035 Fund | Other securities | — | — | $7.1M | 2.6% | |
| SS TRGT RET 2035 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $7.1M | 2.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $6.7M | 2.4% | |
| MASS MUTUAL SLCT MDCP GTH SVC Registered Investment Company | Common Stocks | — | — | $6.2M | 2.3% | |
| Victory Sycamore Victory Sycamore Small Company Opp Fund | Common Stocks | — | — | $5.5M | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $5.1M | 1.8% | |
| State Street State Street Target Retirement 2040 Fund | Other securities | — | — | $5.1M | 1.8% | |
| SS TRGT RET 2040 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $5.1M | 1.8% | |
| State Street State Street Target Retirement 2055 Fund | Other securities | — | — | $4.5M | 1.6% | |
| SS TRGT RET 2055 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $4.5M | 1.6% | |
| State Street State Street Target Retirement 2060 Fund | Other securities | — | — | $4.4M | 1.6% | |
| SS TRGT RET 2060 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $4.4M | 1.6% | |
| T Rowe Price T Rowe Price International Discovery I Fund | Mutual Funds | — | — | $4.3M | 1.6% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $3.4M | 1.2% | |
| State Street State Street Target Retirement 2025 Fund | Other securities | — | — | $2.5M | 0.9% | |
| SS TRGT RET 2025 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $2.5M | 0.9% | |
| SS TRGT RET 2020 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| State Street State Street Target Retirement Income Fund | Other securities | — | — | $1.6M | 0.6% | |
| STATE STREET TGT RET INC NL CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| State Street State Street Target Retirement 2065 Fund | Other securities | — | — | $1.0M | 0.4% | |
| SS TRGT RET 2065 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $1.0M | 0.4% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $724K | 0.3% |
