Joel Barham signed Sellethics Marketing Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sellethics Marketing Group, Inc.'s EIN is 56-2119424.
Download the official 2024 Form 5500 (PDF) for Sellethics Marketing Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sellethics Marketing Group, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELISSA G. CRITCHER, CPA, PC | 27-1654932 | — | AUDITOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX MUTUAL FUND | Common Collective Trusts | — | — | $2.4M | 16.3% | |
| JP MORGAN CORE BOND MUTUAL FUND | Other securities | — | — | $1.6M | 10.8% | |
| AMERICAN CENTURY INFLATION ADJUSTED BOND MUTUAL FUND | Other securities | — | — | $1.1M | 7.3% | |
| VICTORY ESTABLISHED VALUE MUTUAL FUND | Other securities | — | — | $780K | 5.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R4 MUTUAL FUND | Mutual Funds | — | — | $779K | 5.3% | |
| JP MORGAN US EQUITY CLASS R3 MUTUAL FUND | Other securities | — | — | $639K | 4.3% | |
| NEUBERGER BERMAN MID CAP GROWTH MUTUAL FUND | Other securities | — | — | $525K | 3.5% | |
| MFS GROWTH MUTUAL FUND | Mutual Funds | — | — | $510K | 3.4% | |
| EATON VANCE INCOME FUND OF BOSTON MUTUAL FUND | Other securities | — | — | $445K | 3.0% | |
| COLUMBIA CONTRARIAN CORE MUTUAL FUND | Other securities | — | — | $338K | 2.3% | |
| MFS INTERNATIONAL INTRINSIC VALUE MUTUAL FUND | Mutual Funds | — | — | $337K | 2.3% | |
| JANUS HENDERSON FLEXIBLE BALANCED A MUTUAL FUND | Mutual Funds | — | — | $294K | 2.0% | |
| Invesco Small Cap Value Class MUTUAL FUND | Mutual Funds | — | — | $266K | 1.8% | |
| MFS EMERGING MARKETS EQUITY CLASS A MUTUAL FUND | Mutual Funds | — | — | $264K | 1.8% | |
| PIMCO COMMODITIES DTRATEGY CLASS A MUTUAL FUND | Mutual Funds | — | — | $253K | 1.7% | |
| FIDELITY ADVISOR GROWTH OPPORTUNITIES CLASS A MUTUAL FUND | Mutual Funds | — | — | $200K | 1.3% | |
| HOTCHKIS & WILEY SMALL CAP VALUE CLASS A MUTUAL FUND | Other securities | — | — | $179K | 1.2% | |
| BARON REAL ESTATE RETAIL SHARES MUTUAL FUND | Other securities | — | — | $78K | 0.5% | |
| FEDERATED INTERNATIONAL STRATEGIC VALUE CLASS R6 MUTUAL FUND | Other securities | — | — | $70K | 0.5% | |
| LORD ABBETT GROWTH LEADERS CLASS R4 MUTUAL FUND | Mutual Funds | — | — | $42K | 0.3% | |
| OPPENHEIMER INTERNATIONAL GROWTH MUTUAL FUND | Mutual Funds | — | — | $36K | 0.2% | |
| JANUS HENDERSON BALANCED A MUTUAL FUND | Mutual Funds | — | — | $25K | 0.2% | |
| BRANDYWINEGLOBAL OPPORTUNITIES BOND MUTUAL FUND | Other securities | — | — | $24K | 0.2% | |
| NEUBERGER BERMAN LARGE CAP VALUE ADVISOR MUTUAL FUND | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
