BETH Battina signed Beltmann Group Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beltmann Group Incorporated's EIN is 41-1287134.
Download the official 2024 Form 5500 (PDF) for Beltmann Group Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beltmann Group Incorporated's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $51K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $10 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP 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 | |||||
|---|---|---|---|---|---|---|
| PGIM TARGET DATE 2025 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $5.3M | 22.4% | |
| PGIM TARGET DATE 2035 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $5.1M | 21.5% | |
| PGIM TARGET DATE 2030 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $3.9M | 16.7% | |
| PGIM TARGET DATE 2020 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $1.5M | 6.2% | |
| PGIM TARGET DATE 2040 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $1.1M | 4.8% | |
| PGIM TARGET DATE 2050 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $983K | 4.2% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $975K | 4.1% | |
| PGIM TARGET DATE 2045 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $926K | 3.9% | |
| MFS Growth R6 Mutual Fund | Mutual Funds | — | — | $556K | 2.3% | |
| Self-Directed Brokerage Account Self Directed Brokerage | Self-Directed Brokerage | — | — | $464K | 2.0% | |
| Empower Annuity Insurance Company Collective Trust Fund | Common Collective Trusts | — | — | $389K | 1.6% | |
| PGIM TARGET DATE 2055 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $386K | 1.6% | |
| Maturities through October 2029 - | Other securities | — | — | $371K | 1.6% | |
| PGIM TARGET DATE 2015 INSTITUTIONAL GREAT GRAY TRUST · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $311K | 1.3% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $287K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $264K | 1.1% | |
| PGIM TARGET DATE 2060 INSTITUTIONAL PGIM INVESTMENTS · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $224K | 0.9% | |
| American Funds Europacific GR R6 Mutual Fund | Mutual Funds | — | — | $222K | 0.9% | |
| JP Morgan Equity Income R6 Mutual Fund | Other securities | — | — | $146K | 0.6% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $72K | 0.3% | |
| PGIM TARGET DATE INCOM INSTITUTIONA PGIM INVESTMENTS · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $52K | 0.2% | |
| Pimco Income Instl Mutual Fund | Mutual Funds | — | — | $51K | 0.2% | |
| Pimco All Asset Instl Mutual Fund | Mutual Funds | — | — | $45K | 0.2% | |
| Cohen & Steers Real Estate Eecurities Z Mutual Fund | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $28K |
| — |
