Cindy Bauer signed Retail Tech, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Retail Tech, Inc.'s EIN is 41-1966389.
Download the official 2024 Form 5500 (PDF) for Retail Tech, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Retail Tech, 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 |
|---|---|---|---|---|---|
| TRADITION WEALTH MANAGEMENT LLC | 42-1577774 | — | SERVICE PROVIDER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan LgCp Grw Fnd R6 Mutual Fund | Other securities | — | — | $6.2M | 20.2% | |
| JPMorgan US Val Fd R6 Mutual Fund | Other securities | — | — | $3.1M | 10.0% | |
| Vangrd Wellesley Inc Fnd Adm Mutual Fund | Common Stocks | — | — | $3.1M | 10.0% | |
| Apex Guar Fxd Interest Fd Y V2 Mutual Fund | Other securities | — | — | $2.8M | 9.0% | |
| MFS International Grw Fund R6 Mutual Fund | Mutual Funds | — | — | $2.3M | 7.4% | |
| Vangrd Intl Value Fnd Inv Mutual Fund | Other securities | — | — | $2.2M | 7.3% | |
| AQR Lg Cp Def Style Fd R6 Mutual Fund | Other securities | — | — | $2.2M | 7.0% | |
| Vangrd Sm-Cap Vl Index Fnd Adm Mutual Fund | Other securities | — | — | $1.8M | 5.8% | |
| AB Small Cap Grw Port Z Mutual Fund | Other securities | — | — | $1.8M | 5.8% | |
| Vangrd Divd Apprec Indx Fd Adm Mutual Fund | Other securities | — | — | $1.6M | 5.3% | |
| BlackRock Mid-Cap Grw Eq Por K Mutual Fund | Other securities | — | — | $847K | 2.8% | |
| Allspg Spec MdCp Vl Fd R6 Mutual Fund | Other securities | — | — | $832K | 2.7% | |
| Vangrd Balanced Index Fnd Adm Mutual Fund | Other securities | — | — | $690K | 2.2% | |
| Vangrd 500 Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $192K | 0.6% | |
| Fidelity Adv Ttl Bnd Fd Z Mutual Fund | Mutual Funds | — | — | $123K | 0.4% | |
| JPMorgan Government Bd Fnd R6 Mutual Fund | Other securities | — | — | $122K | 0.4% | |
| PGIM High Yield Fund R6 Mutual Fund | Other securities | — | — | $94K | 0.3% | |
| American Funds 2030 T Date R6 Mutual Fund | Mutual Funds | — | — | $51K | 0.2% | |
| WstAsst Core Bond Fund Is Mutual Fund | Other securities | — | — | $42K | 0.1% | |
| American Funds 2055 T Date R6 Mutual Fund | Mutual Funds | — | — | $35K | 0.1% | |
| American Funds 2065 T Date R6 Mutual Fund | Mutual Funds | — | — | $24K | <0.1% | |
| TRwPr Dividend Growth Fund I Mutual Fund | Other securities | — | — | $19K | <0.1% | |
| JPMorgan Emrg Mkts Eqty Fd R6 Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| American Funds 2045 T Date R6 Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds 2050 T Date R6 Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| DFA Real Estate Secs Port Ins Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2040 T Date R6 Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds 2060 T Date R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds 2035 T Date R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vngrd Ttl Wld Stk Indx Fd Adm Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| American Funds Nw Prspctv R6 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
