Shirley Horner signed Berry-IT Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berry-IT Inc.'s EIN is 20-1034752.
Download the official 2024 Form 5500 (PDF) for Berry-IT Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berry-IT Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $768K | 21.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $466K | 13.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $453K | 12.9% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $229K | 6.5% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $205K | 5.8% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $202K | 5.8% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $190K | 5.4% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $111K | 3.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $104K | 3.0% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $101K | 2.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $92K | 2.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $91K | 2.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $70K | 2.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $57K | 1.6% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $46K | 1.3% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $34K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $31K | 0.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $31K | 0.9% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $26K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $23K | 0.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $20K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $13K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $10K | 0.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $2K | <0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $1K | <0.1% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
