Rosemarie Gomez signed Bakemark USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bakemark USA LLC's EIN is 95-2755319.
Download the official 2024 Form 5500 (PDF) for Bakemark USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bakemark USA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC | — | CHICAGO, IL | INVESTMENT MANAGEMENT | $96K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AON LARGE CAP EQUITY I FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 002 | Common Collective Trust | — | — | $7.8M | 11.7% | |
| Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund | Mutual Funds | — | — | $7.8M | 11.7% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund | Mutual Funds | — | — | $6.4M | 9.7% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund | Mutual Funds | — | — | $6.3M | 9.5% | |
| INVESCO STABLE VALUE TR CLS B1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.3M | 9.5% | |
| SSGA SP 500 IDX SEC LND SER II STATE STREET GLOBAL ADV TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $5.2M | 7.9% | |
| SSGA RUSS SM MD CP IDX CL II STATE STREET GLOBAL ADV TRUST CO · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $5.0M | 7.4% | |
| Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund | Mutual Funds | — | — | $4.3M | 6.4% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund | Mutual Funds | — | — | $3.8M | 5.6% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund | Mutual Funds | — | — | $3.1M | 4.6% | |
| AON NON-US EQUITY I FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 005 | Common Collective Trust | — | — | $2.4M | 3.5% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund | Mutual Funds | — | — | $1.8M | 2.7% | |
| balances - | Other securities | — | — | $1.4M | 2.1% | |
| STATE STREET REIT INDEX II STATE STREET GLOBAL ADV TRUST CO · EIN 90-0337987 / PN 070 | Common Collective Trust | — | — | $1.0M | 1.6% | |
| Self-Directed Brokerage Account Schwab Personal Choice Retirement Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $899K | 1.4% | |
| AON CORE PLUS BOND I FUND AON TRUST COMPANY LLC · EIN 37-6543784 / PN 008 | Common Collective Trust | — | — | $853K | 1.3% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund | Mutual Funds | — | — | $793K | 1.2% | |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund | Mutual Funds | — | — | $566K | 0.9% | |
| SSGA GL AC EQ EXUS IDX SL II STATE STREET GLOBAL ADV TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $266K | 0.4% | |
| STATE STREET US BD ID SL XIV STATE STREET GLOBAL ADV TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $227K | 0.3% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund | Mutual Funds | — | — | $182K | 0.3% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund | Mutual Funds | — | — | $42K | <0.1% | |
| Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund | Mutual Funds | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA LLP (AUDITOR) | 13-5381590 | — | OTHER SERVICES | $35K | — |
