Jonathan Miles signed BBR Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BBR Partners, LLC's EIN is 13-4088325.
Download the official 2024 Form 5500 (PDF) for BBR Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BBR Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cash 949 Participant Directed Investments Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $18.3M | 41.5% | |
| SCHWAB S&P 500 INDEX | Mutual Funds | — | — | $8.4M | 19.1% | |
| AMG River Road Small Mid Cap Value | Mutual Funds | — | — | $2.8M | 6.4% | |
| BLACKROCK TOTAL RETURN | Mutual Funds | — | — | $2.4M | 5.5% | |
| JPMORGAN CORE BOND | Mutual Funds | — | — | $2.3M | 5.3% | |
| JPMORGAN SMARTRETIREMENT 2050 | Mutual Funds | — | — | $2.0M | 4.5% | |
| POLEN INTL GROWTH INST | Mutual Funds | — | — | $1.9M | 4.3% | |
| CONGRESS SMALL CAP GWTH INST | Mutual Funds | — | — | $1.4M | 3.2% | |
| MORGAN STANLEY ASIA OPPTY PORT | Mutual Funds | — | — | $1.3M | 3.0% | |
| JPMORGAN SMARTRETIREMENT 2060 | Mutual Funds | — | — | $880K | 2.0% | |
| FIDELITY JAPAN FUND | Mutual Funds | — | — | $656K | 1.5% | |
| JPMORGAN SMARTRETIREMENT 2040 | Mutual Funds | — | — | $650K | 1.5% | |
| JPMORGAN SMARTRETIREMENT 2030 | Mutual Funds | — | — | $255K | 0.6% | |
| VALUE LINE MID CAP FOCUSED | Mutual Funds | — | — | $186K | 0.4% | |
| SCHWAB INTL INDEX | Mutual Funds | — | — | $159K | 0.4% | |
| VANGUARD SMALL CAP INDEX | Mutual Funds | — | — | $151K | 0.3% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $99K | 0.2% | |
| JANUS HENDERSON BALANCED | Mutual Funds | — | — | $85K | 0.2% | |
| Loans Participant Loans | Participant loans | — | — | $47K | 0.1% | |
| Money Market Schwab Value Advantage Money Fund | Mutual Funds | — | — | $32K | <0.1% | |
| VANGUARD INTERM TERM BD INDEX | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
