KIM Hartmann signed McCormack Baron Salazar, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McCormack Baron Salazar, Inc.'s EIN is 43-1053637.
Download the official 2024 Form 5500 (PDF) for McCormack Baron Salazar, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McCormack Baron Salazar, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENTERPRISE BANK & TRUST | 43-1472619 | — | ADVISOR | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $8.8M | 27.2% | |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $3.6M | 11.2% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.9M | 8.9% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.6M | 8.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 5.8% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.8M | 5.6% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.2M | 3.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $865K | 2.7% | |
| Baird Aggregate Bond Fund Class Institutional | Other securities | — | — | $793K | 2.4% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $780K | 2.4% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $750K | 2.3% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $708K | 2.2% | |
| Artisan International Value Fund Investor Class | Other securities | — | — | $703K | 2.2% | |
| Polen Growth Institutional | Other securities | — | — | $675K | 2.1% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $669K | 2.1% | |
| Notes Receivable From Participants | Other securities | — | — | $608K | 1.9% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $602K | 1.9% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $554K | 1.7% | |
| Conestoga Small Cap Fund Investors Class | Other securities | — | — | $346K | 1.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $298K | 0.9% | |
| AMG River Road Small Cap Value Fund | Other securities | — | — | $275K | 0.8% | |
| Goldman Sachs GQG Partners International Opportunities | Other securities | — | — | $225K | 0.7% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $214K | 0.7% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $171K | 0.5% | |
| Vanguard Lifestrategy Growth | Mutual Funds | — | — | $123K | 0.4% | |
| State Street Global All Cap Equity ex-U.S. Index - Class K | Other securities | — | — | $81K | 0.3% | |
| Vanguard Lifestrategy Income | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Lifestrategy Moderate Growth | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
