Sharon Williams signed Burroughs, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burroughs, Inc.'s EIN is 01-0941129.
Download the official 2024 Form 5500 (PDF) for Burroughs, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burroughs, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | CONSULTING | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Index Adm Mutual Fund Vanguard Total Stock Market Index N/R | Common Collective Trusts | — | — | $6.3M | 14.7% | |
| T. Rowe Price T. Rowe Price Retment 2030 Trust E | Other securities | — | — | $5.1M | 11.8% | |
| T. Rowe Price Retirement 2035 N/R | Mutual Funds | — | — | $5.0M | 11.6% | |
| T. Rowe Price Retirement 2040 N/R | Mutual Funds | — | — | $3.8M | 8.8% | |
| T. Rowe Price Retirement 2025 N/R | Mutual Funds | — | — | $3.6M | 8.5% | |
| JPMorgan US Equity R6 N/R | Mutual Funds | — | — | $3.1M | 7.2% | |
| T. Rowe Price Retirement 2045 N/R | Mutual Funds | — | — | $2.7M | 6.3% | |
| Mutual Fund Eaton Vance Atlanta Capital SMID-Cap N/R | Mutual Funds | — | — | $2.2M | 5.1% | |
| T. Rowe Price Retirement 2020 N/R | Mutual Funds | — | — | $2.0M | 4.7% | |
| T. Rowe Price Retirement 2050 N/R | Mutual Funds | — | — | $1.4M | 3.2% | |
| Vanguard Total Bond Market Index Adm N/R | Mutual Funds | — | — | $1.2M | 2.8% | |
| RELIANCE TR/NY LIFE ANCHOR CL 0 NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| R6 Mutual Fund Hartford International Opportunities R6 N/R | Other securities | — | — | $866K | 2.0% | |
| T. Rowe Price Retirement 2055 N/R | Mutual Funds | — | — | $847K | 2.0% | |
| Prudential Total Return Bond Z N/R | Mutual Funds | — | — | $840K | 2.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $811K | 1.9% | |
| T. Rowe Price Retirement 2060 N/R | Mutual Funds | — | — | $718K | 1.7% | |
| Vanguard Total International Stock N/R | Mutual Funds | — | — | $494K | 1.2% | |
| T. Rowe Price Retirement 2015 N/R | Mutual Funds | — | — | $396K | 0.9% | |
| Adm Mutual Fund T. Rowe Price Retirement 2065 N/R | Other securities | — | — | $159K | 0.4% | |
| T. Rowe Price Retirement 2005 N/R | Mutual Funds | — | — | $46K | 0.1% | |
| T. Rowe Price Retirement 2010 N/R | Mutual Funds | — | — | $41K | <0.1% | |
| Cash State Street Bank and Trust N/R | Cash / Money Market | — | — | $18K | <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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | INVESTMENT ADVISOR | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
