Brittany Jackson signed Balluff, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Balluff, Inc.'s EIN is 22-2326111.
Download the official 2024 Form 5500 (PDF) for Balluff, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Balluff, 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 INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth | Other securities | — | — | $4.5M | 13.1% | |
| Vanguard Retirement 2030 Fund | Mutual Funds | — | — | $4.5M | 13.0% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $2.9M | 8.3% | |
| Vanguard Retirement 2040 Fund | Mutual Funds | — | — | $2.5M | 7.3% | |
| Vanguard Retirement 2025 Fund | Mutual Funds | — | — | $1.9M | 5.4% | |
| Vanguard Retirement 2035 Fund | Mutual Funds | — | — | $1.8M | 5.2% | |
| American Funds Balanced | Mutual Funds | — | — | $1.8M | 5.2% | |
| Vanguard Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 4.4% | |
| DFA Large Cap Value | Mutual Funds | — | — | $1.3M | 3.9% | |
| Funds Held in Insurance Company General Account * Empower Annuity Insurance Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.1M | 3.2% | |
| Vanguard Retirement 2050 Fund | Mutual Funds | — | — | $1.1M | 3.2% | |
| Vanguard Retirement 2060 Fund | Mutual Funds | — | — | $1.1M | 3.1% | |
| American Funds Capital World | Mutual Funds | — | — | $1.1M | 3.1% | |
| Vanguard Retirement 2045 Fund | Mutual Funds | — | — | $914K | 2.7% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $786K | 2.3% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $784K | 2.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $751K | 2.2% | |
| Vanguard Explorer ADM Fund | Mutual Funds | — | — | $703K | 2.0% | |
| Vanguard Retirement 2055 Fund | Mutual Funds | — | — | $616K | 1.8% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $411K | 1.2% | |
| Franklin Utilities | Mutual Funds | — | — | $352K | 1.0% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $333K | 1.0% | |
| Vanguard Retirement Income Fund | Mutual Funds | — | — | $248K | 0.7% | |
| Company of America * Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% - | Bonds / Notes | — | — | $219K | 0.6% | |
| Self-Directed Brokerage Funds Charles Schwab & Co., Inc. SDBA | Self-Directed Brokerage | — | — | $163K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $61K |
| — |
