Nancylee Harris signed Brady Enterprises, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brady Enterprises, Inc.'s EIN is 04-2378027.
Download the official 2022 Form 5500 (PDF) for Brady Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Brady Enterprises, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS LIFETIME INC R3 | Mutual Funds | — | $946K | $847K | 19.3% | |
| MFS LIFETIME 2025 R3 | Mutual Funds | — | $902K | $785K | 17.9% | |
| MFS LIFETIME 2035 R3 | Mutual Funds | — | $768K | $696K | 15.8% | |
| MFS LIFETIME 2030 R3 | Mutual Funds | — | $415K | $362K | 8.2% | |
| MFS LIFETIME 2040 R3 | Mutual Funds | — | $381K | $345K | 7.8% | |
| MFS LIFETIME 2045 R3 | Mutual Funds | — | $318K | $290K | 6.6% | |
| TRP ALL-CAP OPPS ADV | Other securities | — | $308K | $265K | 6.0% | |
| MFS LIFETIME 2055 R3 | Mutual Funds | — | $270K | $249K | 5.7% | |
| MFS LIFETIME 2050 R3 | Mutual Funds | — | $235K | $204K | 4.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $112K | 2.5% | |
| MFS LIFETIME 2060 R3 | Mutual Funds | — | $102K | $91K | 2.1% | |
| FID 500 INDEX | Common Collective Trusts | — | $53K | $59K | 1.3% | |
| MFS VALUE R4 | Mutual Funds | — | $23K | $26K | 0.6% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $20K | $19K | 0.4% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $24K | $17K | 0.4% | |
| LD ABT DEV GRTH R3 | Other securities | — | $18K | $12K | 0.3% | |
| METWEST TOT RTN BD M | Other securities | — | $9K | $7K | 0.2% | |
| MFS NEW DISC VAL R4 | Mutual Funds | — | $6K | $6K | 0.1% | |
| MIP CL 1 | Other securities | — | $2K | $2K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
