Matthew Martin signed Employee Retirement Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Employee Retirement Plan's EIN is 56-2198687.
Download the official 2024 Form 5500 (PDF) for Employee Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Employee Retirement Plan'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $2.4M | 14.8% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $2.0M | 12.7% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.9M | 11.8% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $1.6M | 9.7% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $1.1M | 7.0% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $780K | 4.9% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $704K | 4.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $652K | 4.1% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $563K | 3.5% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $524K | 3.3% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $465K | 2.9% | |
| JPMORGAN LARGE CAP VALUE R4 | Registered Investment Companies | — | — | $392K | 2.5% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $374K | 2.3% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $321K | 2.0% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $304K | 1.9% | |
| FEDERATED CAP PRESERVATION - R FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $254K | 1.6% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $241K | 1.5% | |
| AMC SMALL CAP GROWTH - INV | Registered Investment Companies | — | — | $206K | 1.3% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $174K | 1.1% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $128K | 0.8% | |
| ISHARES RUSSELL MIDCAP INDEX A | Registered Investment Companies | — | — | $109K | 0.7% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $102K | 0.6% | |
| PRI REAL EST SEC R5 | Registered Investment Companies | — | — | $96K | 0.6% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $84K | 0.5% | |
| MFS TECHNOLOGY FUND - R4 | Registered Investment Companies | — | — | $71K | 0.4% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $43K | 0.3% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $42K | 0.3% | |
| PIMCO STOCKSPLUS INTL A | Registered Investment Companies | — | — | $33K | 0.2% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $28K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $21K | 0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $49K |
| — |
