Brady Martz & Associates, PC's EIN is 45-0310328.
Download the official 2023 Form 5500 (PDF) for Brady Martz & Associates, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Brady Martz & Associates, PC'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 |
|---|---|---|---|---|---|
| AVANTAX RETIREMENT PLAN SERVICES | 42-1447865 | — | NA | $117K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $104.9M | 96.9% | |
| Collective Investment Fund | Common Collective Trusts | — | — | $663K | 0.6% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $663K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
