Michelle Vanvelkinburgh signed Martel Construction, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martel Construction, Inc.'s EIN is 81-0302458.
Download the official 2024 Form 5500 (PDF) for Martel Construction, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martel Construction, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $31K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index n/a | Common Collective Trusts | — | — | $2.7M | 22.7% | |
| Nuveen Large Cap Growth Index n/a | Mutual Funds | — | — | $1.0M | 8.7% | |
| Vanguard Equity Income Admiral n/a | Mutual Funds | — | — | $1.0M | 8.6% | |
| Vanguard Total Bond Market Index Admiral n/a | Mutual Funds | — | — | $867K | 7.2% | |
| Empower Select Guaranteed Fund n/a | Other securities | — | — | $816K | 6.8% | |
| Nuveen International Equity Index n/a | Common Collective Trusts | — | — | $532K | 4.4% | |
| JP Morgan Emerging Markets Equity n/a | Other securities | — | — | $489K | 4.1% | |
| Vanguard Mid Cap Growth Index Admiral n/a | Mutual Funds | — | — | $418K | 3.5% | |
| Vanguard International Value Portfolio n/a | Mutual Funds | — | — | $407K | 3.4% | |
| American Funds Moderate Growth & Income n/a | Mutual Funds | — | — | $343K | 2.8% | |
| Vanguard International Growth Admiral n/a | Mutual Funds | — | — | $339K | 2.8% | |
| Vanguard Mid Cap Index Fund Admiral n/a | Common Collective Trusts | — | — | $327K | 2.7% | |
| Schwab Small Cap Index n/a | Mutual Funds | — | — | $269K | 2.2% | |
| Vanguard Mid Cap Value Index Admiral n/a | Mutual Funds | — | — | $266K | 2.2% | |
| Participant loans Interest rates 5.25-10.50% -0- | Bonds / Notes | — | — | $260K | 2.2% | |
| Vanguard Small Cap Growth Index Admiral n/a | Mutual Funds | — | — | $254K | 2.1% | |
| DFA Global Equity n/a | Mutual Funds | — | — | $226K | 1.9% | |
| Vanguard Small Cap Value Index Admiral n/a | Mutual Funds | — | — | $215K | 1.8% | |
| PGIM Quant Solutions Commodity Strategy n/a | Other securities | — | — | $159K | 1.3% | |
| Baird Aggregate Bond Inst n/a 3 Baird Core Plus Bond Inst n/a | Other securities | — | — | $152K | 1.3% | |
| Vanguard High-Yield Corporate Admiral n/a | Mutual Funds | — | — | $144K | 1.2% | |
| DFA Inflation-Protected Securities n/a | Mutual Funds | — | — | $140K | 1.2% | |
| Vanguard Real Estate Index Admiral n/a | Mutual Funds | — | — | $131K | 1.1% | |
| DFA Global Real Estate Securities n/a | Mutual Funds | — | — | $92K | 0.8% | |
| American Funds Capital World Bond n/a | Mutual Funds | — | — | $78K | 0.6% | |
| Vanguard Life Strategy Conservative Growth n/a | Mutual Funds | — | — | $75K | 0.6% | |
| Empower SecureFoundation Balanced Inst Fund n/a | Other securities | — | — | $74K | 0.6% | |
| FUTURE FUND SERIES ACCOUNT II OF EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0469707 / PN 003 | Pooled Separate Account | — | — | $74K | 0.6% | |
| MFS Emerging Markets Debt n/a | Mutual Funds | — | — | $24K | 0.2% | |
| DFA International Small Company n/a | Mutual Funds | — | — | $14K | 0.1% | |
| Empower International Value n/a | Other securities | — | — | $12K | 0.1% | |
| American Funds Small Cap World n/a | Mutual Funds | — | — | $10K | <0.1% | |
| PIMCO International Bond Fund n/a | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL |
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $21K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANNAH M BRANDT LLC DBA | — | BOZEMAN, MT | CONTRACT ADMIN | $12K | — |
