MARI BETH BAZE signed Topographic OM, Inc.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Topographic OM, Inc.'s EIN is 73-0717508.
Download the official 2025 Form 5500 (PDF) for Topographic OM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Topographic OM, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $68K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $4.7M | 18.0% | |
| American Funds American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $3.6M | 13.8% | |
| American Funds American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $2.6M | 9.9% | |
| American Funds American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $2.3M | 8.7% | |
| American Funds American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $1.9M | 7.2% | |
| American Funds American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $1.8M | 6.7% | |
| Fidelity Management & Research Co LLC Fidelity 500 Index | Common Collective Trusts | — | — | $1.7M | 6.3% | |
| American Funds American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 6.2% | |
| American Funds American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $992K | 3.8% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $694K | 2.6% | |
| Fidelity Management & Research Co LLC Fidelity International Index | Mutual Funds | — | — | $428K | 1.6% | |
| American Funds American Funds Growth Fund of Amer R6 | Mutual Funds | — | — | $357K | 1.4% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $351K | 1.3% | |
| Participant Loans Interest rates ranging from 4.25% to -0- | Bonds / Notes | — | — | $349K | 1.3% | |
| Fidelity Management & Research Co LLC Fidelity Mid Cap Index | Mutual Funds | — | — | $302K | 1.1% | |
| American Funds American Funds 2010 Trgt Date Ret Inc R6 ** 130 American Funds American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $285K | 1.1% | |
| Fidelity Management & Research Co LLC Fidelity Large Cap Value Index | Mutual Funds | — | — | $283K | 1.1% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $257K | 1.0% | |
| American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $248K | 0.9% | |
| American Funds American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $236K | 0.9% | |
| EAICA EI Fixed Account - Series Class VI | Other securities | — | — | $219K | 0.8% | |
| Massachusetts Financial Services Co MFS Global Real Estate R6 | Mutual Funds | — | — | $163K | 0.6% | |
| American Funds American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $136K | 0.5% | |
| Fidelity Management & Research Co LLC Fidelity Advisor International Growth Z | Mutual Funds | — | — | $123K | 0.5% | |
| Fidelity Management & Research Co LLC Fidelity Small Cap Index | Mutual Funds | — | — | $120K | 0.5% | |
| J.P. Morgan Investment Management, Inc. Undiscovered Managers Behavioral Value Fund R6 | Common Stocks | — | — | $117K | 0.4% | |
| Fidelity Management & Research Co LLC Fidelity US Bond Index | Mutual Funds | — | — | $101K | 0.4% | |
| Invesco Advisers, Inc. Invesco Discovery R6 | Mutual Funds | — | — | $90K | 0.3% | |
| Dimensional Fund Advisors LP DFA Inflation-Protected Securities I | Mutual Funds | — | — | $61K | 0.2% | |
| PIMCO Income Instl | Mutual Funds | — | — | $57K | 0.2% | |
| Hartford Funds Management Co, LLC Hartford World Bond R6 | Common Stocks | — | — | $53K | 0.2% | |
| American Funds American Funds 2070 Trgt Date Retire R6 | Mutual Funds | — | — | $50K | 0.2% | |
| Hartford Funds Management Co, LLC Hartford International Value R6 | Common Stocks | — | — | $20K | <0.1% | |
| Invesco Advisers, Inc. Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RAYMOND JAMES & ASSOCIATES | — | — | INVESTMENT ADVISOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRISTAR PENSION CONSULTING | 73-1553813 | OKLAHOMA CITY, OK | CONTRACT ADMIN | $1K | — |
| NOVA 401(K) ASSOCIATES | — | HOUSTON TX, TX | CONTRACT ADMIN | — | — |
