Katherine Rademacher signed Barrett AG Service, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barrett AG Service, Inc.'s EIN is 41-1572322.
Download the official 2024 Form 5500 (PDF) for Barrett AG Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barrett AG Service, 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 |
|---|---|---|---|---|---|
| BELL BNK | 45-0283315 | — | NONE | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | Mutual Funds | — | — | $936K | 14.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | Mutual Funds | — | — | $916K | 14.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | Mutual Funds | — | — | $858K | 13.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | Mutual Funds | — | — | $770K | 12.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | Mutual Funds | — | — | $683K | 10.7% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | Mutual Funds | — | — | $440K | 6.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | Mutual Funds | — | — | $366K | 5.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | Mutual Funds | — | — | $283K | 4.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund N/A | Mutual Funds | — | — | $214K | 3.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund N/A | Mutual Funds | — | — | $200K | 3.1% | |
| Fidelity 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $144K | 2.2% | |
| JPMorgan Large Cap Growth Mutual Fund N/A | Other securities | — | — | $123K | 1.9% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $81K | 1.3% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 8.75% - 9.50% - | Bonds / Notes | — | — | $69K | 1.1% | |
| Vanguard Growth Index Adm Mutual Fund N/A | Mutual Funds | — | — | $58K | 0.9% | |
| Vanguard Small-Cap Index Adm Mutual Fund N/A | Mutual Funds | — | — | $47K | 0.7% | |
| RTC SVF - METLIFE 25053 RELIANCE TRUST COMPANY · EIN 16-0902614 / PN 001 | Common Collective Trust | — | — | $45K | 0.7% | |
| Cohen & Steers Real Estate Secs Inst Mutual Fund N/A | Other securities | — | — | $33K | 0.5% | |
| Dodge & Cox Income X Mutual Fund N/A | Mutual Funds | — | — | $30K | 0.5% | |
| Fidelity International Index Mutual Fund N/A | Mutual Funds | — | — | $25K | 0.4% | |
| JPMorgan Mid Cap Growth Mutual Fund N/A | Other securities | — | — | $24K | 0.4% | |
| Vanguard Value Index Adm Mutual Fund N/A | Mutual Funds | — | — | $18K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund N/A | Mutual Funds | — | — | $4K | <0.1% | |
| Driehaus Emerging Mkts Growth Instl Mutual Fund N/A | Other securities | — | — | $2K | <0.1% | |
| JHancock Disiplined Value Mutual Fund N/A 200 Jhancock III Disc Val Mid Cap Mutual Fund N/A | Other securities | — | — | $1K | <0.1% | |
| NEW PERSPECTIVE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HARBOR MID CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2015 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RELIANCE METLIFE STABLE VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO LONG DURATION TOTAL RETURN FU JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK DISCIPLINED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND INDEX FUN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PUTNAM GROWTH OPPORTUNITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRUDENTIAL JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
