Trisha Viener signed Martin/Martin, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martin/Martin, Inc.'s EIN is 84-1093281.
Download the official 2024 Form 5500 (PDF) for Martin/Martin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martin/Martin, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG, LLC | 20-8161914 | — | INVESTMENT ADVISOR | $21K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| J.P. Morgan Large Cap Growth | Other securities | — | — | $15.6M | 17.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $10.7M | 11.9% | |
| T Rowe Price Retirement 2050 | Mutual Funds | — | — | $7.2M | 8.0% | |
| TRP RETIRE 2050 B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.2M | 8.0% | |
| Common Collective Trusts T Rowe Price Retirement 2050 | Common Collective Trusts | — | — | $6.4M | 7.1% | |
| Vangaurd Information Technology Index | Other securities | — | — | $5.8M | 6.5% | |
| T Rowe Price Retirement 2055 | Mutual Funds | — | — | $4.5M | 5.0% | |
| TRP RETIRE 2055 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.5M | 5.0% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $4.1M | 4.6% | |
| Vanguard Equity Income | Mutual Funds | — | — | $3.9M | 4.3% | |
| T Rowe Price Retirement 2045 | Mutual Funds | — | — | $3.4M | 3.8% | |
| TRP RETIRE 2045 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.7% | |
| T Rowe Price Retirement 2035 | Mutual Funds | — | — | $3.2M | 3.6% | |
| TRP RETIRE 2035 B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.6% | |
| T Rowe Price Retirement 2040 | Mutual Funds | — | — | $3.2M | 3.5% | |
| TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.2M | 3.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $2.6M | 2.9% | |
| T Rowe Price Mid Cap Growth | Mutual Funds | — | — | $2.4M | 2.7% | |
| John Hancock Disciplined Value Mid Cap | Other securities | — | — | $2.4M | 2.7% | |
| American Funds Europac Growth | Mutual Funds | — | — | $2.2M | 2.4% | |
| T Rowe Price Retirement 2060 | Mutual Funds | — | — | $2.1M | 2.3% | |
| TRP RETIRE 2060 B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.3% | |
| Vangaurd Healthcare Index | Other securities | — | — | $1.8M | 2.0% | |
| T Rowe Price Retirement 2025 | Mutual Funds | — | — | $1.8M | 2.0% | |
| TRP RETIRE 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $1.7M | 1.9% | |
| DFA US Small Cap Value | Mutual Funds | — | — | $1.7M | 1.9% | |
| DFA US Small Cap Value Portfolio | Mutual Funds | — | — | $1.6M | 1.8% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $1.6M | 1.7% | |
| TCW MetWest Total Return Bond | Other securities | — | — | $1.5M | 1.7% | |
| Fidelity Capital and Income | Mutual Funds | — | — | $1.4M | 1.6% | |
| Dodge & Cox Income | Mutual Funds | — | — | $1.3M | 1.5% | |
| T Rowe Price Retirement 2030 | Mutual Funds | — | — | $1.3M | 1.4% | |
| TRP RETIRE 2030 B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.4% | |
| Vanguard Short Term Investment Grade | Mutual Funds | — | — | $1.1M | 1.2% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $1.0M | 1.1% | |
| Fidelity Total International Index | Mutual Funds | — | — | $887K | 1.0% | |
| T Rowe Price Retirement 2020 | Mutual Funds | — | — | $759K | 0.8% | |
| TRP RETIRE 2020 B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $759K | 0.8% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $588K | 0.7% | |
| Participants Participant Loans Rates from 4.25% to 9.5% | Bonds / Notes | — | — | $563K | 0.6% | |
| VanEck CM Commodity Index | Other securities | — | — | $393K | 0.4% | |
| Fidelity Large Cap Vaue Index | Mutual Funds | — | — | $360K | 0.4% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $311K | 0.3% | |
| T Rowe Price Retirement 2010 | Mutual Funds | — | — | $265K | 0.3% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | — | $206K | 0.2% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $185K | 0.2% | |
| T Rowe Price Retirement 2065 | Mutual Funds | — | — | $154K | 0.2% | |
| TRP RETIRE 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $154K | 0.2% | |
| TRP RETIRE 2010 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $134K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $13K |
| — |
| BFSG LLC | 20-8532658 | — | ADVISOR | $7K | — |
