Mireille Lopez Humes signed Marthas Table Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marthas Table Inc.'s EIN is 52-1186071.
Download the official 2024 Form 5500 (PDF) for Marthas Table Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marthas Table Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | NONE | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.3M | 67.9% | |
| VANGUARD Trgt Retire 2035 Inv N/A | Mutual Funds | — | — | $703K | 14.5% | |
| VANGUARD Trgt Retire 2045 Inv N/A | Mutual Funds | — | — | $665K | 13.7% | |
| VANGUARD Trgt Retire 2050 Inv N/A | Mutual Funds | — | — | $532K | 11.0% | |
| VANGUARD Trgt Retire 2055 Inv N/A | Mutual Funds | — | — | $467K | 9.7% | |
| TIAA and CREF Growth R1 N/A | Mutual Funds | — | — | $288K | 6.0% | |
| TIAA and CREF Money Market R1 N/A | Mutual Funds | — | — | $263K | 5.4% | |
| VANGUARD Trgt Retire 2040 Inv N/A | Mutual Funds | — | — | $255K | 5.3% | |
| TIAA and CREF Stock R1 N/A | Mutual Funds | — | — | $239K | 4.9% | |
| VANGUARD Trgt Retire 2060 Inv N/A | Mutual Funds | — | — | $217K | 4.5% | |
| TIAA and CREF Equity Index R1 N/A | Common Collective Trusts | — | — | $209K | 4.3% | |
| TIAA and CREF TIAA Traditional Non Benefit-Responsive N/A | Mutual Funds | — | — | $180K | 3.7% | |
| TIAA and CREF Global Equities R1 N/A | Mutual Funds | — | — | $162K | 3.3% | |
| VANGUARD TRGT RETIRE 2030 INV MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $156K | 3.2% | |
| VANGUARD Trgt Retire 2025 Inv N/A | Mutual Funds | — | — | $123K | 2.5% | |
| VANGUARD Trgt Retire 2020 Inv N/A | Mutual Funds | — | — | $97K | 2.0% | |
| Participant loans with interest rate of * Participants 4.25% -0- | Bonds / Notes | — | — | $85K | 1.8% | |
| TIAA and CREF TIAA Traditional Benefit-Responsive N/A | Mutual Funds | — | — | $68K | 1.4% | |
| TIAA-CREF TIAA REAL ESTATE · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $32K | 0.7% | |
| VANGUARD Trgt Retire Inc Inv N/A | Mutual Funds | — | — | $32K | 0.7% | |
| TIAA and CREF Bond Market R1 N/A | Mutual Funds | — | — | $24K | 0.5% | |
| VANGUARD Trgt Retire 2065 Inv N/A | Mutual Funds | — | — | $19K | 0.4% | |
| VANGUARD 500 Index Adm N/A | Common Collective Trusts | — | — | $11K | 0.2% | |
| TIAA and CREF Social Choice R1 N/A | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCO Income Institute N/A | Mutual Funds | — | — | $3K | <0.1% | |
| VANGUARD Total Bnd Mkt Idx Adm N/A | Common Collective Trusts | — | — | $2K | <0.1% | |
| TIAA and CREF Inflation-Linked Bond R1 N/A | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD Mid Cap Index Adm N/A | 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.
