Jenifer Abell signed Broad River Retail, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broad River Retail, LLC's EIN is 04-3712520.
Download the official 2024 Form 5500 (PDF) for Broad River Retail, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broad River Retail, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $69K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR Mutual Funds | Common Collective Trusts | — | — | $799K | 12.0% | |
| FID FDM IDX 2050 IPR Mutual Funds | Common Collective Trusts | — | — | $767K | 11.5% | |
| FID FDM IDX 2035 IPR Mutual Funds | Common Collective Trusts | — | — | $707K | 10.6% | |
| FID FDM IDX 2055 IPR Mutual Funds | Common Collective Trusts | — | — | $647K | 9.7% | |
| FID FDM IDX 2040 IPR Mutual Funds | Common Collective Trusts | — | — | $577K | 8.7% | |
| VANG US GROWTH ADM Mutual Funds | Other securities | — | — | $494K | 7.4% | |
| FID FDM IDX 2030 IPR Mutual Funds | Common Collective Trusts | — | — | $454K | 6.8% | |
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $441K | 6.6% | |
| FID FDM IDX 2060 IPR Mutual Funds | Common Collective Trusts | — | — | $257K | 3.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $207K | 3.1% | |
| FID FDM IDX 2025 IPR Mutual Funds | Common Collective Trusts | — | — | $172K | 2.6% | |
| FID GLB EX US IDX Mutual Funds | Common Collective Trusts | — | — | $114K | 1.7% | |
| FID FDM IDX 2020 IPR Mutual Funds | Common Collective Trusts | — | — | $99K | 1.5% | |
| JPM EQUITY INCOME R6 Mutual Funds | Other securities | — | — | $94K | 1.4% | |
| PGIM TOTAL RTN BD R6 Mutual Funds | Other securities | — | — | $91K | 1.4% | |
| FID GOVT MMKT Mutual Funds 4 * FID US BOND IDX Mutual Funds | Common Collective Trusts | — | — | $39K | 0.6% | |
| MFS MID CAP GRTH R6 Mutual Funds | Mutual Funds | — | — | $36K | 0.5% | |
| AF EUROPAC GROWTH R6 Mutual Funds | Other securities | — | — | $32K | 0.5% | |
| TRP QM US SMCP GR I Mutual Funds | Other securities | — | — | $30K | 0.4% | |
| AVNTS US SMCPVAL IS Mutual Funds | Other securities | — | — | $25K | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Funds | Common Collective Trusts | — | — | $24K | 0.4% | |
| FID SM CAP IDX Mutual Funds | Common Collective Trusts | — | — | $12K | 0.2% | |
| FID FDM IDX INC IPR Mutual Funds | Common Collective Trusts | — | — | $11K | 0.2% | |
| AM CENT MD CP VAL R6 Mutual Funds | Other securities | — | — | $9K | 0.1% | |
| FID EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $7K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
