Corey Martin signed Operation PAR, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Operation PAR, Inc.'s EIN is 59-1349234.
Download the official 2024 Form 5500 (PDF) for Operation PAR, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Operation PAR, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $3.8M | 31.5% | |
| VANGUARD FEDERAL MONEY MARKET INVESTOR Money Market | Mutual Funds | — | — | $2.2M | 18.2% | |
| VANGUARD BALANCED INDEX - ADMIRAL Mutual Fund | Mutual Funds | — | — | $1.4M | 11.2% | |
| NUVEEN LARGE CAP GROWTH INDEX FUND R6 Mutual Fund | Common Collective Trusts | — | — | $1.2M | 10.1% | |
| BAIRD ULTRA SHORT BOND INSTITUTIONAL Mutual Fund | U.S. Treasuries | — | — | $1.0M | 8.5% | |
| VANGUARD VALUE INDEX - ADMIRAL Mutual Fund | Mutual Funds | — | — | $862K | 7.1% | |
| HEARTLAND MID CAP VALUE INSTITUTIONAL Mutual Fund | Other securities | — | — | $599K | 4.9% | |
| AMERICAN BOND FUND OF AMERICA R6 Mutual Fund | Other securities | — | — | $233K | 1.9% | |
| FIDELITY ADVISOR TECHNOLOGY Z Mutual Fund | Mutual Funds | — | — | $168K | 1.4% | |
| VANGUARD DEVELOPED MARKETS INDEX - ADM Mutual Fund | Mutual Funds | — | — | $124K | 1.0% | |
| FULLERTHALER BEHAVIORAL SMALLCAP EQUITY Mutual Fund | Other securities | — | — | $99K | 0.8% | |
| JANUS HENDERSON GL LIFE SCI N Mutual Fund | Mutual Funds | — | — | $90K | 0.7% | |
| VANGUARD CONSUMER DISCRETIONARY IDX ADM Mutual Fund | Common Collective Trusts | — | — | $51K | 0.4% | |
| VANGUARD TAX-MANAGED BALANCED FUND - ADM Mutual Fund | Mutual Funds | — | — | $28K | 0.2% | |
| FIDELITY SELECT UTILITIES Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| VALUE LINE MID CAP FOCUSED INSTITUTIONAL Mutual Fund | Other securities | — | — | $24K | 0.2% | |
| FULLERTHALER BEHAVIORAL SMALLCAP GROWTH Mutual Fund | Other securities | — | — | $10K | <0.1% | |
| VANGUARD FINANCIALS INDEX - ADMIRAL Mutual Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
