Susie Holliday signed Baron & BUDD, a Professional Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baron & BUDD, a Professional Corporation's EIN is 75-1573501.
Download the official 2023 Form 5500 (PDF) for Baron & BUDD, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Baron & BUDD, a Professional Corporation'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| WINSLOW LARGE CAP GROWTH CIT SEI TRUST COMPANY · EIN 84-4914573 / PN 142 | Common Collective Trust | — | $0 | $10.2M | 18.4% | |
| Vanguard Institutional Index I | Mutual Funds | — | $0 | $8.8M | 15.9% | |
| MFS LARGE CAP VALUE CIT CLASS CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | $0 | $4.2M | 7.7% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | $0 | $3.3M | 5.9% | |
| WELLS FARGO STABLE VALUE FUND E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | $0 | $2.7M | 4.8% | |
| Fiam Core Plus Commingled Pool Class I | Common Collective Trusts | — | $0 | $2.6M | 4.8% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | $0 | $2.6M | 4.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | $0 | $2.3M | 4.1% | |
| MFS MID CAP GROWTH FUND CLASS CT MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | $0 | $1.9M | 3.5% | |
| Loomis Sayles Small Cap Growth Fund Class N | Other securities | — | $0 | $1.8M | 3.2% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | $0 | $1.8M | 3.2% | |
| American Beacon Small Cap Value Fund R6 | Other securities | — | $0 | $1.7M | 3.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | $0 | $1.6M | 2.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | $0 | $1.5M | 2.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | $0 | $1.4M | 2.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | $0 | $1.3M | 2.4% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | $0 | $1.3M | 2.3% | |
| Virtus Real Estate Securities Fund Class I | Other securities | — | $0 | $965K | 1.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | $0 | $766K | 1.4% | |
| Vanguard Mid-Cap Index Fund - Adm | Common Collective Trusts | — | $0 | $506K | 0.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | $0 | $471K | 0.9% | |
| Vanguard Total Bond Fund | Mutual Funds | — | $0 | $449K | 0.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | $0 | $372K | 0.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | $0 | $275K | 0.5% | |
| Vanguard Total Stock Fund | Mutual Funds | — | $0 | $258K | 0.5% | |
| Participant loans | Participant loans | — | $0 | $204K | 0.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | $0 | $97K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
