Jane MAU signed Bakery Express of Central Florid's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bakery Express of Central Florid's EIN is 59-3369097.
Download the official 2024 Form 5500 (PDF) for Bakery Express of Central Florid from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bakery Express of Central Florid'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 | $34K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $706K | 14.2% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $450K | 9.1% | |
| AMER BEACON SMCP VAL R5 | Registered Investment Companies | — | — | $340K | 6.8% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $321K | 6.5% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $298K | 6.0% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $284K | 5.7% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $237K | 4.8% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $224K | 4.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $222K | 4.5% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $220K | 4.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $206K | 4.2% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $202K | 4.1% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $174K | 3.5% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $151K | 3.0% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $147K | 3.0% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $133K | 2.7% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $108K | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $79K | 1.6% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $77K | 1.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $62K | 1.2% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $48K | 1.0% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $35K | 0.7% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $27K | 0.5% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $21K | 0.4% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $16K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $13K | 0.3% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $13K | 0.3% | |
| THE HARTFORD MIDCAP FUND - R6 | Registered Investment Companies | — | — | $13K | 0.3% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| COLUMBIA US TREASURY IDX I2 | Registered Investment Companies | — | — | $8K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $7K | 0.1% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $1K | <0.1% | |
| INV STABLE VALUE RETIRE FD 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | 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 ADVISOR |
| $13K |
| — |
