Nancy Brattan signed Brattan Industries Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brattan Industries Incorporated's EIN is 16-1654848.
Download the official 2024 Form 5500 (PDF) for Brattan Industries Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brattan Industries Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| MYWAYRTMT IDX RETIREMENT FD GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $2.2M | 27.9% | |
| Great Gray Trust Company MyWayRetirement Index Retirement Fund | Common Stocks | — | — | $2.2M | 27.9% | |
| Great Gray Trust Company MyWayRetirement Index 2040 Fund | Common Stocks | — | — | $918K | 11.7% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $918K | 11.7% | |
| Great Gray Trust Company MyWayRetirement Index 2030 Fund | Common Stocks | — | — | $866K | 11.0% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $866K | 11.0% | |
| Great Gray Trust Company MyWayRetirement Index 2035 Fund | Common Stocks | — | — | $686K | 8.8% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $686K | 8.8% | |
| Great Gray Trust Company MyWayRetirement Index 2050 Fund | Common Stocks | — | — | $654K | 8.3% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $654K | 8.3% | |
| Great Gray Trust Company MyWayRetirement Index 2045 Fund | Common Stocks | — | — | $504K | 6.4% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $504K | 6.4% | |
| Great Gray Trust Company MyWayRetirement Index 2060 Fund | Common Stocks | — | — | $424K | 5.4% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $424K | 5.4% | |
| Great Gray Trust Company MyWayRetirement Index 2055 Fund | Common Stocks | — | — | $376K | 4.8% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $376K | 4.8% | |
| Great Gray Trust Company MyWayRetirement Index 2065 Fund | Common Stocks | — | — | $286K | 3.6% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $286K | 3.6% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $226K | 2.9% | |
| Participant Loans Interest rates 4.25% - 9.50% through November 2029 | Bonds / Notes | — | — | $187K | 2.4% | |
| BlackRock Advisors, LLC BlackRock Equity Index Fund Class I | Common Collective Trusts | — | — | $163K | 2.1% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $163K | 2.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $158K | 2.0% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $49K | 0.6% | |
| Columbia Management Advisors Value RJ Fund | Other securities | — | — | $48K | 0.6% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $48K | 0.6% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $41K | 0.5% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $26K | 0.3% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $19K | 0.2% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $13K | 0.2% | |
| MYWAYRETIREMENT BALANCED R FD GREAT GRAY TRUST COMPANY · EIN 38-4139866 / PN 644 | Common Collective Trust | — | — | $7K | <0.1% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $941 | <0.1% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $526 | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |
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 |
|---|---|---|---|---|---|
| STOWE AND DEGON LLC | 04-3379904 | — | ACCOUNTANT | $13K | — |
