Andrew Ratner signed Broadwall Management Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadwall Management Corp.'s EIN is 13-3010137.
Download the official 2024 Form 5500 (PDF) for Broadwall Management Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broadwall Management Corp.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
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 | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | ADVISOR | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity FID FREE INDX 2035 IP | Mutual Funds | — | — | $3.4M | 12.1% | |
| Fidelity FID FREE INDX 2025 IP | Mutual Funds | — | — | $3.0M | 10.6% | |
| Fidelity FID 500 IND | Mutual Funds | — | — | $2.7M | 9.5% | |
| American Funds AMERICAN FUNDS WAMU - R6 | Mutual Funds | — | — | $2.3M | 8.3% | |
| Fidelity FID FREE INDX 2045 IP | Mutual Funds | — | — | $2.2M | 7.8% | |
| Fidelity FID FREE INDX 2040 IP | Mutual Funds | — | — | $2.0M | 7.2% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.9M | 6.8% | |
| Fidelity FID FREE INDX 2030 IP | Mutual Funds | — | — | $1.5M | 5.3% | |
| Fidelity FID FREE INDX INCOME IP | Mutual Funds | — | — | $1.5M | 5.3% | |
| T. Rowe Price T ROWE PRICE BLUE CHIP GR I | Mutual Funds | — | — | $1.1M | 3.9% | |
| Goldman Sachs GS SV COL TR INSTL SER 1 | Other securities | — | — | $1.1M | 3.8% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $1.1M | 3.8% | |
| Fidelity FID FREE INDEX 2010 IP 77 * Fidelity FID FREE INDEX 2015 IP 1 * Fidelity FID FREE INDEX 2020 IP | Mutual Funds | — | — | $838K | 3.0% | |
| Fidelity FID FREE INDX 2050 IP | Mutual Funds | — | — | $709K | 2.5% | |
| Fidelity TOTAL BOND K6 | Mutual Funds | — | — | $674K | 2.4% | |
| Fidelity FID TOTAL INTERNATIONAL INDEX | Mutual Funds | — | — | $522K | 1.9% | |
| American Century AMC SMALL CAP VALUE FUND - R6 | Other securities | — | — | $500K | 1.8% | |
| with maturity dates ranging from 2025 to 2029 - | Other securities | — | — | $430K | 1.5% | |
| John Hancock JOHN HANCOCK DISC VALUE MC R6 | Other securities | — | — | $396K | 1.4% | |
| Fidelity FID FREE INDX 2055 IP | Mutual Funds | — | — | $352K | 1.3% | |
| T. Rowe Price T ROWE PRICE MID CAP GROWTH I | Mutual Funds | — | — | $295K | 1.1% | |
| Fidelity FID US BOND IND | Mutual Funds | — | — | $238K | 0.8% | |
| American Funds AMERICAN FUNDS EUROPAC GRO- R6 | Mutual Funds | — | — | $200K | 0.7% | |
| Fidelity FID FREE INDX 2060 IP | Mutual Funds | — | — | $139K | 0.5% | |
| Clearbridge SMALL CAP GR IS | Other securities | — | — | $131K | 0.5% | |
| Fidelity FID FREE INDEX 2065 IP | Mutual Funds | — | — | $47K | 0.2% | |
| Fidelity FID EXT MRKT INDEX | Mutual Funds | — | — | $46K | 0.2% | |
| Fidelity GOVERNMENT MONEYMARKET K6 | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
