David McCarthy signed Burris Company, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burris Company, Incorporated's EIN is 13-3239648.
Download the official 2024 Form 5500 (PDF) for Burris Company, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burris Company, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.5M | 20.5% | |
| Vanguard Wellington Admiral | Mutual Funds | — | — | $1.6M | 13.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.2M | 10.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $991K | 8.2% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $889K | 7.4% | |
| Fidelity Adv Equity Growth | Mutual Funds | — | — | $861K | 7.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $681K | 5.6% | |
| JP Morgan Mid Cap Growth | Other securities | — | — | $529K | 4.4% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $333K | 2.8% | |
| MFS International | Mutual Funds | — | — | $295K | 2.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $245K | 2.0% | |
| Vanguard Equity Income | Mutual Funds | — | — | $239K | 2.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $215K | 1.8% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $198K | 1.6% | |
| Vanguard Explorer | Mutual Funds | — | — | $165K | 1.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $159K | 1.3% | |
| Various maturity dates through 2028 | Other securities | — | — | $145K | 1.2% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $114K | 0.9% | |
| Federated Hermes H | Other securities | — | — | $96K | 0.8% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $74K | 0.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $58K | 0.5% | |
| DFA US Target Value Portfolio | Mutual Funds | — | — | $47K | 0.4% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $42K | 0.3% | |
| Deemed Loan Fund | Other securities | — | — | $35K | 0.3% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $30K | 0.2% | |
| Cohen & Steers Realty Shares | Other securities | — | — | $18K | 0.1% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity International Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
