Shelly Bragg signed Patten Seed Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patten Seed Company's EIN is 58-0646971.
Download the official 2024 Form 5500 (PDF) for Patten Seed Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Patten Seed Company'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.9M | 14.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.8M | 13.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.4M | 11.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $946K | 7.4% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $817K | 6.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $670K | 5.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $619K | 4.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $512K | 4.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $394K | 3.1% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $392K | 3.1% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $365K | 2.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $348K | 2.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $338K | 2.7% | |
| INVESCO CORPORATE BOND R6 | Registered Investment Companies | — | — | $333K | 2.6% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $294K | 2.3% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $251K | 2.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $197K | 1.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $169K | 1.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $152K | 1.2% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $143K | 1.1% | |
| DFA INFLATION PROT SEC INST 842 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $131K | 1.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $128K | 1.0% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $107K | 0.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $93K | 0.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $76K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $71K | 0.6% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $62K | 0.5% | |
| VAN TARGET RETIRE 2020 76 REGISTERED INVESTMENT COMPANY AMF GROWTH AND INCOME PORT R6 | Registered Investment Companies | — | — | $45K | 0.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $26K | 0.2% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
