Allen Kennedy signed Baptist Ventures Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baptist Ventures Inc.'s EIN is 63-0837260.
Download the official 2024 Form 5500 (PDF) for Baptist Ventures Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baptist Ventures Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3680944 | — | RECORDKEEPER | $10K | — |
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 Instl Index | Mutual Funds | — | — | $2.1M | 20.4% | |
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.3M | 12.7% | |
| s * Transamerica Financial Life Ins. Co. Transamerica Guaranteed Investment Option | Guaranteed Income / GIC | — | — | $1.3M | 12.3% | |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.8% | |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $954K | 9.1% | |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $857K | 8.2% | |
| Vanguard Extended Mkt Index Instl | Mutual Funds | — | — | $342K | 3.3% | |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $321K | 3.1% | |
| Vanguard Equity Inc Adm | Mutual Funds | — | — | $290K | 2.8% | |
| Vanguard Trgt Retment Inc Trust II | Mutual Funds | — | — | $267K | 2.6% | |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $267K | 2.6% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $232K | 2.2% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $210K | 2.0% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $176K | 1.7% | |
| Dodge & Cox Dodge & Cox Inc X | Mutual Funds | — | — | $151K | 1.5% | |
| WINSLOW LG CAP GR CIT CLASS 2 SEI · EIN 84-4930601 / PN 001 | Common Collective Trust | — | — | $147K | 1.4% | |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $142K | 1.4% | |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $120K | 1.2% | |
| Dimensional DFA US Small Cap I | Mutual Funds | — | — | $102K | 1.0% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $75K | 0.7% | |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $55K | 0.5% | |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $50K | 0.5% | |
| VALIC Short Term Fixed Account | Other securities | — | — | $15K | 0.1% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| VANGUARD TARGET RETRMNT 2070 TR II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
