Plan Sponsor signed BRG Realty Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BRG Realty Group, LLC's EIN is 20-2916184.
Download the official 2024 Form 5500 (PDF) for BRG Realty Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BRG Realty Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORAN SECURITIES INC | — | CINCINNATI, OH | INVESTMENT ADVISOR | $21K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund 10,595 | Other securities | — | — | $887K | 13.2% | |
| Fidelity 500 Index Fund 3,157 | Common Collective Trusts | — | — | $645K | 9.6% | |
| PIMCO STABLE INCOME FUND CLASS 1 SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $555K | 8.3% | |
| American Funds 2020 Target Date Retire Fund 41,207 | Mutual Funds | — | — | $555K | 8.3% | |
| American Funds 2030 Target Date Retire Fund 30,506 | Mutual Funds | — | — | $527K | 7.8% | |
| American Funds 2050 Target Date Retire Fund 19,166 | Mutual Funds | — | — | $401K | 6.0% | |
| American Funds 2040 Target Date Retire Fund 17,111 | Mutual Funds | — | — | $352K | 5.2% | |
| Fidelity US Bond Index Fund 32,566 | Common Collective Trusts | — | — | $333K | 5.0% | |
| PGIM Total Return Bond Fund 22,443 | Other securities | — | — | $266K | 4.0% | |
| MFS Value Fund 4,952 | Mutual Funds | — | — | $240K | 3.6% | |
| Fidelity International Index Fund 4,555 | Common Collective Trusts | — | — | $217K | 3.2% | |
| Fidelity Mid Cap Index Fund 5,723 | Common Collective Trusts | — | — | $193K | 2.9% | |
| American Funds 2055 Target Date Retire Fund 6,923 | Mutual Funds | — | — | $183K | 2.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through June 2029 0 | Bonds / Notes | — | — | $179K | 2.7% | |
| MFS International Diversification Fund 5,765 | Mutual Funds | — | — | $132K | 2.0% | |
| Fidelity Small Cap Index Fund 4,178 | Common Collective Trusts | — | — | $116K | 1.7% | |
| American Funds 2045 Target Date Retire Fund 5,143 | Mutual Funds | — | — | $109K | 1.6% | |
| American Funds 2025 Target Date Retire Fund 6,966 | Mutual Funds | — | — | $106K | 1.6% | |
| PIMCO Real Return Institutional Fund 9,536 | Mutual Funds | — | — | $95K | 1.4% | |
| American Funds 2060 Target Date Retire Fund 5,235 | Mutual Funds | — | — | $94K | 1.4% | |
| Invesco Discovery Mid Cap Growth Fund 2,577 | Mutual Funds | — | — | $89K | 1.3% | |
| American Funds 2010 Target Date Retire Fund 6,199 | Mutual Funds | — | — | $72K | 1.1% | |
| American Funds 2035 Target Date Retire Fund 3,737 | Mutual Funds | — | — | $71K | 1.1% | |
| Lord Abbett High Yield Fund 10,248 | Mutual Funds | — | — | $66K | 1.0% | |
| Cohen & Steers Real Estate Securities Fund 3,749 | Other securities | — | — | $65K | 1.0% | |
| Allspring Special Small Cap Value Fund 1,465 | Other securities | — | — | $59K | 0.9% | |
| JPMorgan Emerging Markets Equity Fund 1,866 | Other securities | — | — | $56K | 0.8% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Value Institutional Fund 992 | Other securities | — | — | $47K | 0.7% | |
| JPMorgan Global Bond Opportunities Fund 663 | Other securities | — | — | $6K | <0.1% | |
| MFS New Discovery Fund 160 | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
