Jeffrey KUO signed Brilliant Earth, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brilliant Earth, LLC's EIN is 20-3413075.
Download the official 2024 Form 5500 (PDF) for Brilliant Earth, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brilliant Earth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $74K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $3.8M | 17.3% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $3.6M | 16.8% | |
| Self-Directed Brokerage Accounts Cash and cash equivalents, common stock, exchange-traded funds, and mutual funds | Self-Directed Brokerage | — | — | $3.5M | 16.3% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $2.8M | 12.9% | |
| iShares Freedom Index 2050 | Other securities | — | — | $2.0M | 9.0% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $1.9M | 8.7% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $765K | 3.5% | |
| iShares S&P 500 Index | Common Collective Trusts | — | — | $743K | 3.4% | |
| Fidelity Total Market Index | Common Collective Trusts | — | — | $655K | 3.0% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $538K | 2.5% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $402K | 1.8% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $318K | 1.5% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $115K | 0.5% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $80K | 0.4% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $52K | 0.2% | |
| iShares Aggregate Bond Index | Other securities | — | — | $49K | 0.2% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $43K | 0.2% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $40K | 0.2% | |
| Fidelity International Index | Mutual Funds | — | — | $39K | 0.2% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $12K | <0.1% | |
| iShares Russell 2000 Small – Cap Index | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity Freedom Index Income | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Small Cap Value Index | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Mid Cap Value Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
