James Freehling signed Brookhaven at Lexington's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brookhaven at Lexington's EIN is 04-2853296.
Download the official 2024 Form 5500 (PDF) for Brookhaven at Lexington from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brookhaven at Lexington's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $5.1M | 26.4% | |
| Vanguard STAR Fund | Mutual Funds | — | — | $2.3M | 12.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.9M | 10.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.6M | 8.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.4M | 7.4% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $877K | 4.5% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $643K | 3.3% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $642K | 3.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $586K | 3.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $579K | 3.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $544K | 2.8% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $412K | 2.1% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $388K | 2.0% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $264K | 1.4% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $257K | 1.3% | |
| Vanguard Equity Income Fund Admiral Shares | Mutual Funds | — | — | $246K | 1.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $203K | 1.0% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $200K | 1.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $173K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shr | Common Collective Trusts | — | — | $140K | 0.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $135K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $116K | 0.6% | |
| Vanguard Target Retirement 2070 Fund 167 * Vanguard Target Retirement Income | Mutual Funds | — | — | $88K | 0.5% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $87K | 0.5% | |
| Similar Party Description of Investment Value ** Value PIMCO Income Fund; Institutional Class | Mutual Funds | — | — | $37K | 0.2% | |
| Voya Intermediate Bond Fund; Class I | Other securities | — | — | $35K | 0.2% | |
| Vanguard U.S. Growth Fund Admiral Shares | Mutual Funds | — | — | $27K | 0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $20K | 0.1% | |
| Vanguard Emerging Markets Stock Index Admiral Shares 424 * Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
