Jordyn Honigfeld Suchoff signed Briad Wenco, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Briad Wenco, LLC's EIN is 22-3330915.
Download the official 2024 Form 5500 (PDF) for Briad Wenco, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Briad Wenco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, N.A. | — | WILMINGTON, DE | INVESTMENT ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company Principal Blue Chip R6 | Common Stocks | — | — | $1.8M | 15.3% | |
| Empower Trust Company Guaranteed Income Fund ** $ | Common Stocks | — | — | $1.3M | 11.6% | |
| Empower Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $1.2M | 10.8% | |
| Empower Trust Company JP Morgan Equity Income R6 | Common Stocks | — | — | $934K | 8.1% | |
| Empower Trust Company American Funds Intl GR and Inc R6 | Mutual Funds | — | — | $816K | 7.1% | |
| Empower Trust Company American Funds 2010 Trgt Date Retire R6 ** 164 * Empower Trust Company American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $755K | 6.6% | |
| Empower Trust Company Hartford Total Return Bond | Common Stocks | — | — | $729K | 6.4% | |
| Empower Trust Company MFS Mid Cap Value R6 | Mutual Funds | — | — | $721K | 6.3% | |
| Empower Trust Company Allspring Special Small Cap Value R6 | Common Stocks | — | — | $706K | 6.1% | |
| Empower Trust Company American Funds 2020 Trgt Date Retire R6 ** 118 * Empower Trust Company American Funds 2025 Trgt Date Retire R6 ** 119 * Empower Trust Company American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $595K | 5.2% | |
| Empower Trust Company JP Morgan Mid Cap Growth R6 | Common Stocks | — | — | $515K | 4.5% | |
| Empower Trust Company T. Rowe U.S. Equity Research | Common Stocks | — | — | $407K | 3.5% | |
| Empower Trust Company American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $382K | 3.3% | |
| Empower Trust Company American Funds Capital World G/I R6 | Mutual Funds | — | — | $177K | 1.5% | |
| Empower Trust Company American Beacon Intl Equity R5 | Common Stocks | — | — | $170K | 1.5% | |
| Notes Receivable from Participants 4.25% - 9.50% maturing through October 2028 | Bonds / Notes | — | — | $111K | 1.0% | |
| Empower Trust Company Fidelity Small Cap Index ** 787 * Empower Trust Company Principal Small Cap Growth I R6 | Mutual Funds | — | — | $109K | 0.9% | |
| Empower Trust Company American Funds 2040 Trgt Date Retire R6 ** 101 * Empower Trust Company American Funds 2045 Trgt Date Retire R6 ** 101 * Empower Trust Company American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Empower Trust Company American Funds 2055 Trgt Date Retire R6 ** 295 * Empower Trust Company American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Empower Trust Company Fidelity Mid Cap Index | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
