Sergio Bautista signed Four Star Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Four Star Management, LLC's EIN is 82-4432722.
Download the official 2024 Form 5500 (PDF) for Four Star Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Four Star Management, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $2.7M | 35.3% | |
| BLACKROCK 80 20 TARGET ALLOC K | Registered Investment Companies | — | — | $652K | 8.7% | |
| BLACKROCK 40 60 TARGET ALLOC K | Registered Investment Companies | — | — | $529K | 7.0% | |
| FID FREEDOM IND 2040 INVESTOR | Registered Investment Companies | — | — | $412K | 5.5% | |
| BLACKROCK 20 80 TARGET ALLOC K | Registered Investment Companies | — | — | $355K | 4.7% | |
| AC FOCUSED DYNAMIC GROWTH R6 | Registered Investment Companies | — | — | $325K | 4.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $317K | 4.2% | |
| FID FDM INDEX 2030 INV | Registered Investment Companies | — | — | $277K | 3.7% | |
| FID FDM INDEX 2035 INV | Registered Investment Companies | — | — | $223K | 3.0% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $222K | 2.9% | |
| FID FRDM INDEX 2050 INV | Registered Investment Companies | — | — | $216K | 2.9% | |
| AMC SMALL CAP VALUE FUND - R6 207 REGISTERED INVESTMENT COMPANY FID FRDM INDEX 2045 INV | Registered Investment Companies | — | — | $187K | 2.5% | |
| FID FRDM INDEX 2055 INV | Registered Investment Companies | — | — | $165K | 2.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $163K | 2.2% | |
| FID F IND 2025 INV | Registered Investment Companies | — | — | $163K | 2.2% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $110K | 1.5% | |
| LORD ABBETT DEVELOPING GR R6 | Registered Investment Companies | — | — | $78K | 1.0% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $75K | 1.0% | |
| FID F IND 2060 INV | Registered Investment Companies | — | — | $69K | 0.9% | |
| FID GLOBAL EX US INDEX | Registered Investment Companies | — | — | $46K | 0.6% | |
| FID FREEDOM IND 2020 INVESTOR | Registered Investment Companies | — | — | $37K | 0.5% | |
| FID FREEDOM INDEX 2065 INV | Registered Investment Companies | — | — | $37K | 0.5% | |
| COLUMBIA TOTAL RETURN BOND I3 | Registered Investment Companies | — | — | $28K | 0.4% | |
| MACQUARIE MIDCAP INC OPP R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $11K | 0.1% | |
| FID FREEDOM INDEX 2015 INV | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
