JEFF Cox signed Green Brick Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Green Brick Partners, Inc.'s EIN is 20-5952523.
Download the official 2024 Form 5500 (PDF) for Green Brick Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Green Brick Partners, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VPAG LLC DBA VISIONPOINT ADV GROUP | — | DALLAS, TX | INVESTMENT ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AMERICAN FUNDS 2050 I Collective Trust | Common Collective Trusts | — | — | $3.5M | 10.7% | |
| GREAT GRAY TRUST AM FUNDS 2045 I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $3.5M | 10.6% | |
| GREAT GRAY TRUST AM FUNDS 2050 I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $3.3M | 9.9% | |
| FIDELITY 500 INDEX Registered investment companies | Common Collective Trusts | — | — | $3.0M | 9.1% | |
| GREAT GRAY TRUST AM FUNDS 2035 I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.9M | 8.7% | |
| GREAT GRAY TRUST AM FUNDS 2040 I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $2.8M | 8.5% | |
| GREAT GRAY TRUST AM FUNDS 2030 I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $2.8M | 8.5% | |
| GREAT GRAY TRUST AM FUNDS 2055 I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $2.7M | 8.1% | |
| GREAT GRAY TRUST AM FUNDS 2025 I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $1.7M | 5.1% | |
| FIDELITY BLUE CHIP GROWTH K6 Registered investment companies | Mutual Funds | — | — | $1.7M | 5.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $873K | 2.7% | |
| GREAT GRAY TRUST AM FUNDS 2060 I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $858K | 2.6% | |
| FIDELITY MID CAP INDEX Registered investment companies | Mutual Funds | — | — | $588K | 1.8% | |
| JPMORGAN MID CAP GROWTH R6 Registered investment companies | Other securities | — | — | $564K | 1.7% | |
| GREAT GRAY TRUST AM FUNDS 2015 I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $531K | 1.6% | |
| LARGE CAP VALUE FUND CLASS R I GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $464K | 1.4% | |
| FIDELITY SMALL CAP INDEX Registered investment companies | Mutual Funds | — | — | $446K | 1.4% | |
| GREAT GRAY TRUST AM FUNDS 2020 I GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $322K | 1.0% | |
| FIDELITY INTERNATIONAL INDEX Registered investment companies | Mutual Funds | — | — | $312K | 0.9% | |
| MFS INTERNATIONAL GROWTH R6 Registered investment companies | Mutual Funds | — | — | $288K | 0.9% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $197K | 0.6% | |
| GREAT GRAY TRUST AM FUNDS 2065 I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $195K | 0.6% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 Registered investment companies | Other securities | — | — | $179K | 0.5% | |
| VICTORY SYCAMORE ESTABLISHES VALUE R6 Registered investment companies | Other securities | — | — | $160K | 0.5% | |
| PGIM HIGH YIELD R6 Registered investment companies | Other securities | — | — | $126K | 0.4% | |
| FRANKLIN SAMLL CAP VALUE R6 Registered investment companies | Mutual Funds | — | — | $90K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 Registered investment companies | Mutual Funds | — | — | $86K | 0.3% | |
| BARON REAL ESTATE INSTITUTIONAL Registered investment companies | Other securities | — | — | $71K | 0.2% | |
| DODGE & COX GLOBAL BOND - I Registered investment companies | Mutual Funds | — | — | $15K | <0.1% | |
| LARGE CAP GROWTH/MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | CONTRACT ADMIN | $28K | — |
