Jeremy Swygard signed Martinus Bottom Line LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martinus Bottom Line LLC's EIN is 92-3329306.
Download the official 2024 Form 5500 (PDF) for Martinus Bottom Line LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martinus Bottom Line 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE ASSET MANAGEMENT LLC |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $833K | 30.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $599K | 21.6% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $446K | 16.1% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $245K | 8.8% | |
| Participant Loans Interest Rates 5.25% - 10.5% | Bonds / Notes | — | — | $215K | 7.8% | |
| Ishares S&P 500 Index K Mutual Funds | Common Collective Trusts | — | — | $132K | 4.8% | |
| Ishares MSCI EAFE International Index K Mutual Funds | Other securities | — | — | $118K | 4.3% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $41K | 1.5% | |
| Fidelity Mid Cap Index Mutual Funds | Mutual Funds | — | — | $28K | 1.0% | |
| Fidelity Advisor Mid Cap Value Z Mutual Funds | Mutual Funds | — | — | $23K | 0.8% | |
| Fidelity Small Cap Index Mutual Funds | Mutual Funds | — | — | $21K | 0.8% | |
| EI Fixed Account - Series Class II Fixed Annuities | Other securities | — | — | $16K | 0.6% | |
| Putnam Small Cap Growth R6 Mutual Funds | Mutual Funds | — | — | $16K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $10K | 0.3% | |
| SSGA RUSSELL SC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 223 | Common Collective Trust | — | — | $9K | 0.3% | |
| Fidelity Large Cap Growth Index Mutual Funds | Mutual Funds | — | — | $8K | 0.3% | |
| Franklin Real Estate Securities R6 Mutual Funds | Mutual Funds | — | — | $8K | 0.3% | |
| Dreyfus Government Cash Mgmt Instl Mutual Funds ** 4 * Empower Core Bond Fund Inst Mutual Funds | Mutual Funds | — | — | $4K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $402 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| LAKE WINNEBAGO, MO |
| INVESTMENT ADVISOR |
| $19K |
| — |
