Frank Richter signed Healey Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Healey Brothers, Inc.'s EIN is 06-1554816.
Download the official 2024 Form 5500 (PDF) for Healey Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Healey Brothers, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | ADVISOR | $36K | — |
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.
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 |
|---|---|---|---|---|---|
| RBT CPAS | 14-1604297 | — | ACCOUNTANT/AUDITOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2035 I Mutual Funds | Other securities | — | — | $6.1M | 14.0% | |
| TRP RETIRE 2045 I Mutual Funds | Other securities | — | — | $6.0M | 13.8% | |
| TRP GROWTH STOCK I Mutual Funds | Other securities | — | — | $4.0M | 9.1% | |
| TRP RETIRE 2050 I Mutual Funds | Other securities | — | — | $3.3M | 7.6% | |
| TRP RETIRE 2055 I Mutual Funds | Other securities | — | — | $3.1M | 7.1% | |
| TRP RETIRE 2040 I Mutual Funds | Other securities | — | — | $2.4M | 5.5% | |
| TRP RETIRE 2030 I Mutual Funds | Other securities | — | — | $2.1M | 4.9% | |
| TRP RETIRE 2025 I Mutual Funds | Other securities | — | — | $2.0M | 4.7% | |
| PGIM J MID-CAP GR R6 Mutual Funds | Other securities | — | — | $2.0M | 4.6% | |
| TRP RETIRE 2060 I Mutual Funds | Other securities | — | — | $1.9M | 4.3% | |
| FA BALANCED Z Mutual Funds | Other securities | — | — | $1.7M | 3.9% | |
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $1.5M | 3.5% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | Bonds / Notes | — | — | $1.3M | 3.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 2.8% | |
| TCHSTN LG CAP FOC Y Mutual Funds | Other securities | — | — | $1.0M | 2.4% | |
| OAKMARK INTL R6 Mutual Funds | Other securities | — | — | $728K | 1.7% | |
| COL DIVIDEND INC I3 Mutual Funds | Common Stocks | — | — | $715K | 1.6% | |
| TRP RETIRE 2020 I Mutual Funds | Other securities | — | — | $476K | 1.1% | |
| FA TOTAL BOND Z Mutual Funds | Other securities | — | — | $339K | 0.8% | |
| NB INTRINSIC VAL R6 Mutual Funds | Other securities | — | — | $295K | 0.7% | |
| TRP RETIRE 2065 I Mutual Funds | Other securities | — | — | $287K | 0.7% | |
| AM CENT GOVT BOND R5 Mutual Funds | U.S. Treasuries | — | — | $253K | 0.6% | |
| FID EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $173K | 0.4% | |
| TRP RETIRE 2005 I Mutual Funds | Other securities | — | — | $116K | 0.3% | |
| AF HIGH INCOME R6 Mutual Funds | Other securities | — | — | $107K | 0.2% | |
| AS SPL MID CP VAL R6 Mutual Funds | Other securities | — | — | $85K | 0.2% | |
| TRP RETIRE 2015 I Mutual Funds | Other securities | — | — | $82K | 0.2% | |
| TRP RETIRE 2010 I Mutual Funds | Other securities | — | — | $64K | 0.1% | |
| PIM REAL RETURN INST Mutual Funds | Other securities | — | — | $49K | 0.1% | |
| TRP RETIRE BAL I Mutual Funds | Other securities | — | — | $48K | 0.1% | |
| FA SM CAP VAL I Mutual Funds | Other securities | — | — | $41K | <0.1% | |
| VRTS DP REAL EST R6 Mutual Funds | Other securities | — | — | $37K | <0.1% | |
| FID INTL INDEX Mutual Funds | Mutual Funds | — | — | $14K | <0.1% | |
| AS EMRG MKTS EQ R6 Mutual Funds | Other securities | — | — | $11K | <0.1% | |
| JPM INTL EQUITY R5 Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| JPM MID CAP VALUE R6 Mutual Funds | Other securities | — | — | $9K | <0.1% | |
| FID GOVT MMKT K6 Interest Bearing Cash | Mutual Funds | — | — | $5K | <0.1% | |
| INVS EQV INTL EQ R5 Mutual Funds | Other securities | — | — | $4K | <0.1% | |
| TRP RETIRE BAL ADV Mutual Funds | Other securities | — | — | $2K | <0.1% |
