April Martinez signed Baskervill & SON, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baskervill & SON, P.C.'s EIN is 54-1258151.
Download the official 2024 Form 5500 (PDF) for Baskervill & SON, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baskervill & SON, P.C.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Trust Target 2030 Fund | Other securities | — | — | $2.8M | 12.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.8M | 12.2% | |
| Principal Trust Target 2015 Fund | Other securities | — | — | $2.3M | 9.9% | |
| American Century Small Cap Value Investment Fund | Other securities | — | — | $2.3M | 9.9% | |
| Principal Trust Target 2050 Fund | Other securities | — | — | $2.3M | 9.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.3M | 9.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.6M | 7.0% | |
| Principal Trust Target 2040 Fund | Other securities | — | — | $1.6M | 7.0% | |
| Principal Trust Target 2055 Fund | Other securities | — | — | $1.3M | 5.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| Principal Global Investors Lifetime Str Inc Sep Account | Common Stocks | — | — | $797K | 3.4% | |
| American Funds New World R4 Fund | Mutual Funds | — | — | $797K | 3.4% | |
| GOLDMAN SACHS STBL VAL COL TR THE GOLDMAN SACHS TRUST COMPANY · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $797K | 3.4% | |
| Invesco Small Cap Growth Investment Fund | Mutual Funds | — | — | $768K | 3.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $768K | 3.3% | |
| Principal Trust Target 2045 Fund | Other securities | — | — | $735K | 3.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $735K | 3.1% | |
| American Funds Europacific Growth R4 Fund | Mutual Funds | — | — | $697K | 3.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $676K | 2.9% | |
| Vanguard Equity-Income Fund Admiral Shares | Mutual Funds | — | — | $673K | 2.9% | |
| Principal Trust Target 2060 Fund | Other securities | — | — | $666K | 2.9% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $666K | 2.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $635K | 2.7% | |
| Macquire Mid Cap Growth R6 Fund | Other securities | — | — | $635K | 2.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $510K | 2.2% | |
| John Hancock Disc VI Md Cp A Fund | Other securities | — | — | $443K | 1.9% | |
| Principal Trust Target 2025 Fund | Other securities | — | — | $433K | 1.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $433K | 1.9% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $424K | 1.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $360K | 1.5% | |
| Vanguard Intermediate-Term U.S. Treasury Fund | Mutual Funds | — | — | $317K | 1.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $294K | 1.3% | |
| Principal Trust Target 2035 Fund | Other securities | — | — | $294K | 1.3% | |
| Principal Trust Target 2070 Fund | Other securities | — | — | $280K | 1.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $280K | 1.2% | |
| Vanguard Primecap Fund | Mutual Funds | — | — | $237K | 1.0% | |
| Principal Trust Target 2065 Fund | Other securities | — | — | $218K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $218K | 0.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $181K | 0.8% | |
| Principal Trust Target 2020 Fund | Other securities | — | — | $181K | 0.8% | |
| Principal Guaranteed Interest Contracts | Other securities | — | — | $90K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $90K | 0.4% | |
| Participant loans | Participant loans | — | — | $44K | 0.2% | |
| Goldman Sachs Stable Value Collective Trust | Stable Value | — | — | $6K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $163 | <0.1% |
