Melinda Hathcoat signed Edward L. Baker Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edward L. Baker Enterprises, Inc.'s EIN is 43-1432282.
Download the official 2024 Form 5500 (PDF) for Edward L. Baker Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edward L. Baker Enterprises, 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 1 Alerus Financial, N.A. William Blair Large Cap Growth | Other securities | — | — | $684K | 15.2% | |
| 2 Alerus Financial, N.A. TCW MetWest Total Return Bond | Other securities | — | — | $461K | 10.2% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $454K | 10.1% | |
| 3 Alerus Financial, N.A. Dodge & Cox Stock | Mutual Funds | — | — | $449K | 10.0% | |
| 4 Alerus Financial, N.A. Vanguard Wellington Admiral Shares | Mutual Funds | — | — | $294K | 6.5% | |
| 5 Alerus Financial, N.A. Baron Partners Institutional | Other securities | — | — | $259K | 5.8% | |
| 6 Alerus Financial, N.A. Causeway International Value Class | Other securities | — | — | $244K | 5.4% | |
| 7 Alerus Financial, N.A. Vanguard Mid-Cap | Mutual Funds | — | — | $221K | 4.9% | |
| 8 Alerus Financial, N.A. Macquarie Small Cap Value | Other securities | — | — | $202K | 4.5% | |
| 9 Alerus Financial, N.A. Vanguard Small Cap Growth | Mutual Funds | — | — | $191K | 4.2% | |
| 10 Alerus Financial, N.A. JP Morgan Mid Cap Value | Other securities | — | — | $136K | 3.0% | |
| 11 Alerus Financial, N.A. Vanguard 500 Index | Common Collective Trusts | — | — | $125K | 2.8% | |
| 12 Alerus Financial, N.A. MFS Mid Cap Growth | Mutual Funds | — | — | $122K | 2.7% | |
| 13 Alerus Financial, N.A. Invesco Developing Markets | Mutual Funds | — | — | $94K | 2.1% | |
| 14 Alerus Financial, N.A. Invesco Global Class | Mutual Funds | — | — | $93K | 2.1% | |
| 15 Alerus Financial, N.A. BNY Mellon Global Fixed Income | Other securities | — | — | $91K | 2.0% | |
| 16 Alerus Financial, N.A. T Rowe Price Health Science | Mutual Funds | — | — | $72K | 1.6% | |
| 17 Alerus Financial, N.A. Vanguard Small Cap | Mutual Funds | — | — | $59K | 1.3% | |
| 18 Alerus Financial, N.A. John Hancock International Growth | Other securities | — | — | $49K | 1.1% | |
| 19 Alerus Financial, N.A. Van Eck International Investors Gold | Other securities | — | — | $49K | 1.1% | |
| 20 Alerus Financial, N.A. Vanguard Wellesley Income Admiral Shares | Mutual Funds | — | — | $39K | 0.9% | |
| 21 Alerus Financial, N.A. Franklin Income | Mutual Funds | — | — | $38K | 0.8% | |
| 22 Alerus Financial, N.A. Cohen & Steers Realty Shares Institutional | Other securities | — | — | $29K | 0.7% | |
| 23 Alerus Financial, N.A. Vanguard Specialized Portfolios Health Care | Mutual Funds | — | — | $28K | 0.6% | |
| 24 Alerus Financial, N.A. Vanguard Developed Markets | Mutual Funds | — | — | $12K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
