Ronald Russell signed Barton Solvents, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barton Solvents, Inc.'s EIN is 42-0683217.
Download the official 2024 Form 5500 (PDF) for Barton Solvents, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barton Solvents, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $170K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| WELLTH ADVISORY SERVICES, 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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12.5M | 19.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $9.0M | 13.9% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $8.7M | 13.5% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $6.2M | 9.6% | |
| Fidelity Investments Fidelity Equity Income K6 | Mutual Funds | — | — | $6.0M | 9.3% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $5.4M | 8.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.4M | 3.8% | |
| SEI Trust Company Allspring Specialty Mid Cap Value R6 | Common Stocks | — | — | $1.9M | 2.9% | |
| American Century Investments American Century Small Cap Value R6 | Other securities | — | — | $1.9M | 2.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.6M | 2.5% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $1.6M | 2.4% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $1.5M | 2.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $686K | 1.1% | |
| Principal Life Insurance Company Principal Financial Group Inc. Stock SA-R6 | Common Stocks | — | — | $621K | 1.0% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $621K | 1.0% | |
| BlackRock iShares U.S. Aggregate Bond Index K | Other securities | — | — | $459K | 0.7% | |
| Dimensional Fund Advisors DFA International Small Cap Growth | Mutual Funds | — | — | $456K | 0.7% | |
| Lazard Investment Management Lazard Emerging Market Equity Advisors I | Other securities | — | — | $220K | 0.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EMERGING MARKETS R1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
