How big is Bonnie BRAE's plan?

Bonnie BRAE's plan reported $26.3M in assets and 317 participants for 2024.

Original filing (PDF)20251013111348NAL0001101185001

Bonnie BRAE

Name: Bonnie BRAE — Bonnie BRAE Retirement Plan, Form 5500 (2024)
Creator: Bonnie BRAE
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bonnie BRAE Retirement Plan

403(b) retirement plan · Bonnie BRAE's Bonnie BRAE Retirement Plan held $26.3M in plan assets for 317 participants in 2024.

Signals · 3

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosed

Active participants

317

Accounts w/ balance

431

Plan assets (EOY)

$26.3M

Net assets (EOY)

$26.3M

People on this filing

Alberto Vazquez signed Bonnie BRAE's 2024 Form 5500 as plan administrator.

Alberto Vazquez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bonnie BRAE's EIN is 22-1500479.

EIN 22-1500479

Plan number 001

Plan year 2024

ACK ID 20251013111348NAL0001101185001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bonnie BRAE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bonnie BRAE's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BONNIE BRAE.

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How this plan invests

This plan

54 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BONNIE BRAE

EIN

all filings

Address

3415 VALLEY ROAD · PO BOX 825 · LIBERTY CORNER, NJ · 07938

Phone

(908) 647-4702

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WITHUM SMITH AND BROWN PC

Trustee / custodian

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES COMPANY	51-0396365	—	NONE	$87K	—

Investments

54 direct securities· $22.6M(86% of reported assets)

Mutual Funds

$11.6M

24 holdings

Common Collective Trusts

$6.0M

7 holdings

Other securities

$5.1M

23 holdings

					% of plan
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$5.2M	19.8%
JP Morgan Large Cap Growth	Other securities	—	—	$3.0M	11.3%
Vanguard Target Retirement 2070 ** 529 Vanguard Windsor II	Mutual Funds	—	—	$2.0M	7.5%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$1.2M	4.6%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$1.0M	3.9%
MFS Mid Cap Value R6	Mutual Funds	—	—	$917K	3.5%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$828K	3.2%
Vanguard Mid Cap Index Adm	Mutual Funds	—	—	$753K	2.9%
Vanguard Target Retirement 2060	Mutual Funds	—	—	$718K	2.7%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$688K	2.6%
T. Rowe Price Small Stock	Other securities	—	—	$666K	2.5%
Vanguard Target Retirement 2025	Mutual Funds	—	—	$609K	2.3%
Vanguard Intermediate Term Bond Index Fund	Common Collective Trusts	—	—	$568K	2.2%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$554K	2.1%
Calvert Investments Equity Portfolio	Other securities	—	—	$485K	1.8%
MFS INTERNATIONAL GROWTH R6	Mutual Funds	—	—	$468K	1.8%
Fidelity Small Cap Value	Mutual Funds	—	—	$327K	1.2%
DFA EMERGING MRKTS SM CAP I	Mutual Funds	—	—	$318K	1.2%
AMER CENT SMALL CAP GROWTH R6	Other securities	—	—	$306K	1.2%
VALIC Vanguard Windsor Ii	Mutual Funds	—	—	$291K	1.1%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$272K	1.0%
VALIC Science & Technology Fund	Other securities	—	—	$242K	0.9%
Vanguard Target Retirement 2030	Mutual Funds	—	—	$228K	0.9%
Vanguard Target Retirement 2065	Mutual Funds	—	—	$194K	0.7%
Vanguard Target Retirement Index Fund	Common Collective Trusts	—	—	$124K	0.5%
Prudential High Yield ZND Select	Other securities	—	—	$107K	0.4%
TIAA Investments TIAA-CREF Real Estate Sec Inst	Mutual Funds	—	—	$90K	0.3%
American Century US Government MMKT INV	Other securities	—	—	$80K	0.3%
VALIC Vanguard Lt Inv-Grade Fund	Mutual Funds	—	—	$72K	0.3%
VALIC Stock Index Fund	Common Collective Trusts	—	—	$45K	0.2%
DFA Inflation Protected Security	Mutual Funds	—	—	$38K	0.1%
VALIC Ariel Fund	Other securities	—	—	$30K	0.1%
VALIC Systematic Growth Fund	Other securities	—	—	$29K	0.1%
VALIC Systematic Value	Other securities	—	—	$21K	<0.1%
VALIC Growth Fund	Other securities	—	—	$18K	<0.1%
VALIC Large Capital Growth	Other securities	—	—	$17K	<0.1%
VALIC High Yield Bond Fund	Other securities	—	—	$17K	<0.1%
VALIC Small Cap Index Fund	Common Collective Trusts	—	—	$15K	<0.1%
VALIC Ariel Appreciation Fund	Other securities	—	—	$14K	<0.1%
VALIC Mid Cap Index Fund	Common Collective Trusts	—	—	$13K	<0.1%
VALIC Nasdaq-100(R) Index Fund	Common Collective Trusts	—	—	$13K	<0.1%
VALIC Vanguard Wellington Fund Inc	Mutual Funds	—	—	$13K	<0.1%
Blackrock Mid Cap Growth Equity	Other securities	—	—	$9K	<0.1%
VALIC International Growth Fund	Other securities	—	—	$8K	<0.1%
VALIC Intl Socially Responsible Fund	Other securities	—	—	$8K	<0.1%
VALIC Aggressive Growth Lifestyle	Other securities	—	—	$7K	<0.1%
Vanguard Target Retirement 2020	Mutual Funds	—	—	$5K	<0.1%
VALIC Mid Cap Strategic Gwth	Other securities	—	—	$3K	<0.1%
VALIC Asset Allocation Fund	Other securities	—	—	$3K	<0.1%
VALIC Vanguard Lifestrategy Modera	Mutual Funds	—	—	$3K	<0.1%