Barlow Company, Inc.'s EIN is 86-0754567.
Download the official 2024 Form 5500 (PDF) for Barlow Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barlow Company, Inc.'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, INC. | 41-0973005 | — | NONE | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 8 VOYA INTERMEDIATE BOND I | Other securities | — | — | $514K | 21.5% | |
| s 1 FIDELITY 500 INDEX FUND | Mutual Funds | — | — | $382K | 16.0% | |
| 3 MFS INVESTMENT MFS INTERNATIONAL DIVERSIFICATION | Mutual Funds | — | — | $344K | 14.4% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $250K | 10.5% | |
| Participant Loans 3.25% - 8.50% Interest Rate - | Bonds / Notes | — | — | $199K | 8.4% | |
| 6 VANGUARD EQUITY-INCOME ADM | Mutual Funds | — | — | $197K | 8.3% | |
| 2 JPMORGAN LARGE CAP GROWTH | Other securities | — | — | $194K | 8.1% | |
| 7 VANGUARD SMALL CAP INDEX ADM | Mutual Funds | — | — | $115K | 4.8% | |
| 9 WELLS FARGO WELLS FARGO ADVANTAGE SPEC | Other securities | — | — | $70K | 2.9% | |
| 4 MFS INVESTMENT MFS MID CAP GROWTH R5 | Mutual Funds | — | — | $67K | 2.8% | |
| 5 VANGUARD BALANCED INDEX ADM | Mutual Funds | — | — | $55K | 2.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
