Sarah Craig signed FLAT Branch Mortgage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
FLAT Branch Mortgage, Inc.'s EIN is 20-2746596.
Download the official 2024 Form 5500 (PDF) for FLAT Branch Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)FLAT Branch Mortgage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, 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 | $94K | — |
| PRINCIPAL FINANCIAL GROUP | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Flat Branch Mortgage, Inc. Common Stock, 86,295.7800 shares | Common Stocks | — | $1.9M | $46.6M | 61.9% | |
| Vanguard Group Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | $3.4M | $3.8M | 5.0% | |
| Interest bearing cash 165 * Principal Trust Company Fixed Income Guaranteed Option | Cash / Money Market | — | — | $3.4M | 4.5% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.9M | 3.8% | |
| JP Morgan Investment Mgmt Inc. JPMorgan Large Cap Growth Fund Class R-6 | Common Stocks | — | — | $2.5M | 3.3% | |
| Columbia Management Advisors Columbia Dividend Income Fund Institutional 3 Class | Other securities | — | — | $2.0M | 2.7% | |
| Vanguard Group Vanguard LifeStrategy Income Fund Investor Shares | Mutual Funds | — | $1.5M | $1.5M | 2.0% | |
| Fidelity Management & Research Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| Fidelity Management & Research Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $1.3M | 1.7% | |
| Fidelity Management & Research Fidelity International Index Fund | Common Collective Trusts | — | — | $1.3M | 1.7% | |
| MFS Investment Management MFS International Growth R6 Fund | Mutual Funds | — | — | $1.1M | 1.4% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $994K | 1.3% | |
| Columbia Management Advisors Columbia Overseas Value Fund Institutional 3 Class | Other securities | — | — | $928K | 1.2% | |
| Allspring Global Investments Allspring Special Mid Cap Value Fund Class R6 | Other securities | — | — | $813K | 1.1% | |
| Fidelity Management & Research Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $734K | 1.0% | |
| PGIM Investments, LLC PGIM Jennison Md Cap Gth R6 Fund | Other securities | — | — | $645K | 0.9% | |
| Invesco Small Cap Value R6 Fund | Mutual Funds | — | — | $441K | 0.6% | |
| Putnam Investment Mgmt Co. Putnam Small Cap Growth R6 Fund | Mutual Funds | — | — | $418K | 0.6% | |
| BlackRock Advisors, LLC BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $366K | 0.5% | |
| Vanguard Group Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $272K | 0.4% | |
| Capital Research and Mgmt Co American Funds New World Fund Class R-6 | Mutual Funds | — | — | $168K | 0.2% | |
| Cohen & Steers Mutual Funds Cohen & Steers Real Estate Securities Fund, Inc. | Common Stocks | — | — | $57K | <0.1% | |
| (E) | Other securities | — | $43K | $57K | <0.1% | |
| Capital Research and Mgmt Co American Funds U.S. Government Securities Fund Class R-6 | Mutual Funds | — | — | $43K | <0.1% | |
| Vanguard Group Vanguard LifeStrategy Income Fund Investor Shares | Mutual Funds | — | — | $35K | <0.1% | |
| (E) | Other securities | — | — | $3K | <0.1% | |
| Vanguard Group Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1301701 |
| — |
| INVESTMENT ADVISORY |
| $31K |
| — |
