JEFF REVA signed Brookfield Asset Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brookfield Asset Management LLC's EIN is 20-4473811.
Download the official 2024 Form 5500 (PDF) for Brookfield Asset Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brookfield Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CO OF AME | 84-0467907 | — | NONE | $461K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MG TRUST COMPANY |
| — |
| DENVER, CO |
| NONE |
| $206K |
| — |
| NEPC LLC | — | WOBURN, MA | NONE | $100K | — |
| BAKER TILLY US LLP | — | NEW CASTLE, PA | NONE | $68K | — |
| WINSTON & STRAWN LLP | — | SAN FRANCISCO, CA | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND M BLACKROCK · EIN 94-3291426 / PN 001 | Common Collective Trust | — | — | $202.9M | 16.5% | |
| FIDELITY CONTRAFUND COMMINGLED POOL FIDELITY · EIN 01-1111111 / PN 001 | Common Collective Trust | — | — | $154.9M | 12.6% | |
| AMERICAN CENTURY ONE CHOICE 2045 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $79.1M | 6.4% | |
| Choice Retirement 2030 IX American Century One Choice Common Collective Trust Fund N/R | Common Collective Trusts | — | — | $75.9M | 6.2% | |
| AMERICAN CENTURY ONE CHOICE 2035 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $75.9M | 6.2% | |
| AMERICAN CENTURY ONE CHOICE 2050 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $70.7M | 5.8% | |
| AMERICAN CENTURY ONE CHOICE 2040 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $66.4M | 5.4% | |
| AMERICAN CENTURY ONE CHOICE 2030 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $56.3M | 4.6% | |
| MASSMUTUAL STABLE VALUE DIVERSIFIED MASS MUTUAL · EIN 01-2345678 / PN 001 | Common Collective Trust | — | — | $53.2M | 4.3% | |
| AMERICAN CENTURY ONE CHOICE 2025 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $47.8M | 3.9% | |
| Choice Retirement 2050 IX American Century One Choice Common Collective Trust Fund N/R | Common Collective Trusts | — | — | $47.0M | 3.8% | |
| AMERICAN CENTURY ONE CHOICE 2055 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $47.0M | 3.8% | |
| BLACKROCK RUSSELL 2000 INDEX T BLACKROCK · EIN 94-3380065 / PN 001 | Common Collective Trust | — | — | $46.9M | 3.8% | |
| Fund Class R6 MFS Mid Cap Growth Mutual Fund N/R | Mutual Funds | — | — | $41.5M | 3.4% | |
| Institutional Capital Group Europacific Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $34.8M | 2.8% | |
| AMERICAN CENTURY ONE CHOICE 2060 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $30.2M | 2.5% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $29.4M | 2.4% | |
| AMERICAN CENTURY US VALUE YIELD EQ AMERICAN CENTURY · EIN 26-3761443 / PN 007 | Common Collective Trust | — | — | $27.3M | 2.2% | |
| BLACKROCK MSCI ACWI EX-US INDEX M BLACKROCK · EIN 46-3820806 / PN 001 | Common Collective Trust | — | — | $24.0M | 2.0% | |
| BLACKROCK US DEBT INDEX FD W BLACKROCK · EIN 94-3371910 / PN 001 | Common Collective Trust | — | — | $23.3M | 1.9% | |
| BLACKROCK TOTAL RETURN BOND FUND T BLACKROCK · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $23.1M | 1.9% | |
| Institutional Class John Hancock Funds Mutual Fund N/R | Other securities | — | — | $19.7M | 1.6% | |
| Various Self-Directed Brokerage Accounts N/R | Self-Directed Brokerage | — | — | $15.9M | 1.3% | |
| Macquarie Small Cap Mutual Fund N/R | Other securities | — | — | $14.5M | 1.2% | |
| Value Fund Class R6 PIMCO Income Fund Mutual Fund N/R | Mutual Funds | — | — | $10.8M | 0.9% | |
| Participant Loans Interest rates: 3.00% - 9.50% $0 | Bonds / Notes | — | — | $9.1M | 0.7% | |
| ChoicebRetirement 2060bIX American CenturybOne Common Collective Trust Fund N/R | Common Collective Trusts | — | — | $5.3M | 0.4% | |
| AMERICAN CENTURY ONE CHOICE 2065 IX AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.4% | |
| Disciplined Value Mid Cap Class R6 Macquarie Small Cap Growth Mutual Fund N/R | Other securities | — | — | $4.0M | 0.3% | |
| Institutional Class PIMCO All Asset Fund Mutual Fund N/R | Mutual Funds | — | — | $4.0M | 0.3% | |
| Baron Wealthbuilder Mutual Fund N/R | Other securities | — | — | $3.1M | 0.3% | |
| AMERICAN CENTURY RETIRMENT 2030 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2065 III AMERICAN CENTURY · EIN 26-3761443 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2060 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2055 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2050 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2045 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2040 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2035 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY RETIRMENT 2025 III AMERICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY IN RETIREMENT III AMREICAN CENTURY · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
