Janytra Brooks signed Brookline Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brookline Bancorp, Inc.'s EIN is 04-3402944.
Download the official 2024 Form 5500 (PDF) for Brookline Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brookline Bancorp, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | -$174K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $80K | — |
| WELLTH ADVISORY SERVICES 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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS * Fidelity Investments 500 Index Fund Investor Class | Mutual Funds | — | $137K | $27.9M | 16.6% | |
| Fidelity Investments Contrafund | Mutual Funds | — | $1.1M | $23.9M | 14.2% | |
| JPMorgan SmartRetirement 2030 Fund Class R5 | Other securities | — | $608K | $11.2M | 6.6% | |
| JPMorgan SmartRetirement 2035 Fund Class R5 | Other securities | — | $394K | $7.8M | 4.6% | |
| JPMorgan SmartRetirement 2025 Fund Class R5 | Other securities | — | $459K | $7.7M | 4.5% | |
| Galliard Stable Return Fund M | Common Collective Trusts | — | $124K | $7.1M | 4.2% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $7.1M | 4.2% | |
| JPMorgan SmartRetirement 2040 Fund Class R5 | Other securities | — | $322K | $7.0M | 4.1% | |
| JPMorgan SmartRetirement 2045 Fund Class R5 | Other securities | — | $306K | $6.7M | 4.0% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $392K | $5.8M | 3.4% | |
| JPMorgan SmartRetirement 2050 Fund Class R5 | Other securities | — | $231K | $5.2M | 3.1% | |
| American Century Small Cap Growth Fund R6 | Other securities | — | $216K | $5.0M | 3.0% | |
| MFS Value Fund Class R3 | Mutual Funds | — | $103K | $5.0M | 2.9% | |
| Putnam Large Cap Value R1 | Mutual Funds | — | $213K | $4.6M | 2.7% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.6M | 2.7% | |
| JPMorgan SmartRetirement 2055 Fund Class I | Other securities | — | $166K | $4.5M | 2.7% | |
| JPMorgan Mid Cap Growth Fund Class I | Other securities | — | $86K | $4.3M | 2.5% | |
| Fidelity Investments International Index Fund Premium Class | Common Collective Trusts | — | $89K | $4.2M | 2.5% | |
| Fidelity Total Bond Fund | Mutual Funds | — | $433K | $4.1M | 2.4% | |
| JPMorgan SmartRetirement Income R5 | Other securities | — | $241K | $3.7M | 2.2% | |
| GG EUROPAC GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | $276K | $3.6M | 2.1% | |
| Allspring Special Small Cap Value Fund Class R6 | Other securities | — | $81K | $3.3M | 1.9% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | $2.9M | $2.9M | 1.7% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | $73K | $2.0M | 1.2% | |
| MFS Mid Cap Value Fund Class R3 | Mutual Funds | — | $65K | $2.0M | 1.2% | |
| Fidelity Investments U.S. Bond Index Fund Investor Class | Common Collective Trusts | — | $172K | $1.8M | 1.0% | |
| JPMorgan SmartRetirement 2060 Fund Class R5 | Other securities | — | $73K | $1.7M | 1.0% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | $43K | $1.4M | 0.9% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | $117K | $1.2M | 0.7% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS Bank of America Corporation Common Stock | Self-Directed Brokerage | — | $2K | $101K | <0.1% | |
| BP Plc - ADR Common Stock 930 | Common Stocks | — | — | $27K | <0.1% | |
| General Electric Company Common Stock 148 | Common Stocks | — | — | $25K | <0.1% | |
| Fidelity Investments Cash Reserves Fund Common Stock | Mutual Funds | — | $18K | $18K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | $15K | $15K | <0.1% | |
| General Electric Vernova Common Stock 36 | Common Stocks | — | — | $12K | <0.1% | |
| General Electric Healthcare Technologies Co Common Stock 48 | Common Stocks | — | — | $4K | <0.1% | |
| The Coca-Cola Co Common Stock 41 | Common Stocks | — | — | $3K | <0.1% | |
| Wabtec Corporation Common Stock 6 | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| ADVISOR |
| $63K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $39K | — |
