Lindy Nakao signed Brainlabs USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brainlabs USA, LLC's EIN is 20-0720112.
Download the official 2024 Form 5500 (PDF) for Brainlabs USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brainlabs USA, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $342 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC |
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 Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $1.9M | 20.2% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $1.6M | 17.5% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $1.4M | 15.6% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $964K | 10.4% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $916K | 9.9% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $565K | 6.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $563K | 6.1% | |
| Fidelity Freedom Index 2065 Instl Prem | Mutual Funds | — | — | $374K | 4.0% | |
| AB US LARGE CAP GROWTH CIT FEE CLAS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $175K | 1.9% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $173K | 1.9% | |
| APEX Guranteed Fixed Interest Fund | Other securities | — | — | $139K | 1.5% | |
| to 9.50%) | Bonds / Notes | — | — | $101K | 1.1% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $84K | 0.9% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $81K | 0.9% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $49K | 0.5% | |
| Fidelity International Index | Mutual Funds | — | — | $37K | 0.4% | |
| MFS International MFS Intl Diversification R6 | Mutual Funds | — | — | $25K | 0.3% | |
| JP Morgan JPMorgan U.S. Value R6 | Other securities | — | — | $23K | 0.2% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $11K | 0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value I | Mutual Funds | — | — | $11K | 0.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $10K | 0.1% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $5K | <0.1% | |
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT & INSURANCE ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $7K |
| — |
