Rosemarie Ebdon signed Bastion Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bastion Technologies, Inc.'s EIN is 76-0586385.
Download the official 2024 Form 5500 (PDF) for Bastion Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bastion Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $123K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS | Common Collective Trusts | — | $7.1M | $11.3M | 15.2% | |
| T ROWE PRICE BLUE CHIP GRTH I MUTUAL FUNDS | Mutual Funds | — | $6.9M | $10.2M | 13.7% | |
| JANUS HENDERSON BALANCED FD N MUTUAL FUNDS | Mutual Funds | — | $6.0M | $7.4M | 9.9% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $5.2M | 6.9% | |
| ACCRUED INCOME ACCRUED INCOME 925 FEDERATED CAPITAL PRESER CL R6 COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $4.3M | $4.3M | 5.8% | |
| AMERICAN WASHINGTON MUTUAL FUNDS | Other securities | — | $3.5M | $4.3M | 5.8% | |
| JANUS HENDERSON FLEXIBLE BD N MUTUAL FUNDS | Mutual Funds | — | $4.6M | $4.3M | 5.7% | |
| VANGUARD GNMA FUND ADM MUTUAL FUNDS | Agency / Mortgage-Backed | — | $4.3M | $4.0M | 5.4% | |
| MFS INTRNTL INTRINSIC VL FD R6 MUTUAL FUNDS | Mutual Funds | — | $3.4M | $3.0M | 4.0% | |
| VANGUARD SMALL CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $1.6M | $2.0M | 2.7% | |
| JP MORGAN UNDISC MGRS CL R6 MUTUAL FUNDS | Other securities | — | $1.6M | $1.9M | 2.5% | |
| CONESTOGA SMALL CAP FUND INSTL MUTUAL FUNDS | Other securities | — | $1.4M | $1.8M | 2.4% | |
| ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS | Common Collective Trusts | — | $1.5M | $1.8M | 2.4% | |
| AMERICAN WASHINGTON GM MUTUAL FUNDS | Other securities | — | $1.4M | $1.6M | 2.1% | |
| T ROWE PRICE BLUE CHIP GR I GM MUTUAL FUNDS | Mutual Funds | — | $1.2M | $1.5M | 2.0% | |
| JANUS HENDERSON FLXBL BD N GM MUTUAL FUNDS | Mutual Funds | — | $1.6M | $1.4M | 1.9% | |
| PRINCIPAL REAL ESTATE SEC FD I MUTUAL FUNDS | Other securities | — | $1.1M | $1.2M | 1.6% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.2M | $1.2M | 1.6% | |
| AMERICAN EUROPACIFIC GROWTH R6 MUTUAL FUNDS | Other securities | — | $1.2M | $1.2M | 1.6% | |
| EATON VANCE ATLANTA MUTUAL FUNDS | Other securities | — | $968K | $1.0M | 1.4% | |
| MFS MID CAP VALUE FUND R6 MUTUAL FUNDS | Mutual Funds | — | $892K | $953K | 1.3% | |
| VANGUARD GNMA FUND ADM GM MUTUAL FUNDS | Agency / Mortgage-Backed | — | $883K | $874K | 1.2% | |
| FEDERATED CAPITAL PRESER R6 GM COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $837K | $837K | 1.1% | |
| LOAN FUND LOANS | Other securities | — | $763K | $763K | 1.0% | |
| HARTFORD SCHRODERS INTL SDR MUTUAL FUNDS | Other securities | — | $682K | $711K | 1.0% | |
| AMERICAN NEW WORLD FUND MUTUAL FUNDS | Other securities | — | $658K | $689K | 0.9% | |
| MFS MID CAP VALUE FUND R6 GM MUTUAL FUNDS | Mutual Funds | — | $473K | $537K | 0.7% | |
| EATON VANCE ATLANTA GM MUTUAL FUNDS | Other securities | — | $442K | $499K | 0.7% | |
| HARTFORD SCHRODERS INTL SDR GM MUTUAL FUNDS | Other securities | — | $459K | $487K | 0.7% | |
| AMERICAN EUROPACIFIC R6 GM MUTUAL FUNDS | Other securities | — | $449K | $440K | 0.6% | |
| CONESTOGA SML CAP FD INSTL GM MUTUAL FUNDS | Other securities | — | $304K | $356K | 0.5% | |
| AMERICAN NEW WORLD FUND GM MUTUAL FUNDS | Other securities | — | $318K | $335K | 0.5% | |
| JP MORGAN UNDSC MGRS CL R6 GM MUTUAL FUNDS | Other securities | — | $292K | $334K | 0.4% | |
| PRINCIPAL REAL EST SEC FD I GM MUTUAL FUNDS | Other securities | — | $310K | $316K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
