Kathryn POPE signed Bachman's Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bachman's Inc.'s EIN is 41-1708088.
Download the official 2024 Form 5500 (PDF) for Bachman's Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bachman's 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $578 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SWBC INVESTMENT ADVISORY SERV LLC D |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guaranteed Interest * MassMutual Guaranteed Fund | Other securities | — | — | $10.2M | 28.9% | |
| FIDELITY CONTRAFUND FIDELITY INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.3M | 12.3% | |
| JP Morgan JP Morgan Equity Income Fund | Mutual Funds | — | — | $2.5M | 7.0% | |
| VANGUARD TARGET RETIREMENT 2020 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 4.8% | |
| VANGUARD TARGET RETIREMENT 2025 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.7M | 4.8% | |
| MFS Growth Fund | Mutual Funds | — | — | $1.7M | 4.8% | |
| VANGUARD TARGET RETIREMENT 2030 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.4% | |
| FIDELITY 500 INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 4.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.8% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $1.0M | 2.8% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $984K | 2.8% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $888K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2045 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $871K | 2.5% | |
| Columbia Mid Cap Value Fund | Other securities | — | — | $857K | 2.4% | |
| MASSMUTUAL OVERSEAS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $828K | 2.3% | |
| VANGUARD TARGET RETIREMENT 2055 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $766K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2040 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $695K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2050 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $546K | 1.5% | |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $272K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $265K | 0.7% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $237K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2060 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $147K | 0.4% | |
| VANGUARD TOTAL BOND MARKET INDEX AD VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $138K | 0.4% | |
| FIDELITY TOTAL INTERNATIONAL INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $115K | 0.3% | |
| maturities through November 2029 | Other securities | — | — | $114K | 0.3% | |
| FIDELITY MID CAP INDEX FIDELITY INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $109K | 0.3% | |
| VANGUARD TARGET RETIREMENT 2065 INV VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $80K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN ANTONIO, TX |
| INVESTMENT ADVISOR |
| $22K |
| — |
