TORY Crisafi signed G. A. Braun Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
G. A. Braun Incorporated's EIN is 15-0508635.
Download the official 2024 Form 5500 (PDF) for G. A. Braun Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)G. A. Braun Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
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 | $524 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL | 82-1434504 | — | INVESTMENT ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $4.2M | 23.0% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $2.2M | 12.1% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $2.1M | 11.7% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.7M | 9.2% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.5M | 8.0% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.2M | 6.5% | |
| J.P. Morgan Investments Large Cap Growth Fund Class R6 | Other securities | — | — | $797K | 4.4% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $753K | 4.2% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $745K | 4.1% | |
| Common Collective Trust * Fidelity Investments Managed Income Portfolio Class I | Common Collective Trusts | — | — | $720K | 4.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $720K | 4.0% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $525K | 2.9% | |
| Fidelity Investments Total Market Index Fund | Common Collective Trusts | — | — | $465K | 2.6% | |
| Participant Loans * Participants Participant Loans, 4.25% - 9.50% interest | Bonds / Notes | — | — | $321K | 1.8% | |
| PIMCO Income Institutional | Mutual Funds | — | — | $261K | 1.4% | |
| J.P. Morgan Investments Equity Income Fund Select Class I | Other securities | — | — | $235K | 1.3% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $204K | 1.1% | |
| Scout Investments Mid Cap Fund | Other securities | — | — | $123K | 0.7% | |
| American Funds EuroPacific Growth Fund Class R4 | Mutual Funds | — | — | $93K | 0.5% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $84K | 0.5% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $15K | <0.1% | |
| Invesco Core Plus Bond R6 | Mutual Funds | — | — | $4K | <0.1% | |
| Money Market Funds * Fidelity Investments Government Money Market | 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.
