Carol Petro signed Brownstein Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brownstein Group, Inc.'s EIN is 23-2055594.
Download the official 2024 Form 5500 (PDF) for Brownstein Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brownstein Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $55K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant-directed brokerage accounts Participant-directed investments | Self-Directed Brokerage | — | — | $4.4M | 30.3% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.3M | 9.3% | |
| J.P. Morgan Asset Management Growth Advantage I | Other securities | — | — | $894K | 6.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $813K | 5.6% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $773K | 5.4% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $573K | 4.0% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $548K | 3.8% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $528K | 3.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $509K | 3.5% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $504K | 3.5% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $356K | 2.5% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $330K | 2.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $298K | 2.1% | |
| Baird Core Plus Bond Inv | Other securities | — | — | $267K | 1.8% | |
| Janus Henderson Global Tech Innovation I | Mutual Funds | — | — | $231K | 1.6% | |
| Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund, at contract value | Common Stocks | — | — | $208K | 1.4% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | — | $169K | 1.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $169K | 1.2% | |
| T. Rowe Price Health Sciences | Other securities | — | — | $144K | 1.0% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $127K | 0.9% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $127K | 0.9% | |
| T. Rowe Price Capital Appreciation | Other securities | — | — | $111K | 0.8% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $104K | 0.7% | |
| American Century Small Cap Growth R6 | Other securities | — | — | $96K | 0.7% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $92K | 0.6% | |
| Columbia Threadneedle Mid Cap Index Instl 2 | Other securities | — | — | $87K | 0.6% | |
| Carillon Tower Advisors Eagle Mid Cap Growth I | Other securities | — | — | $85K | 0.6% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $83K | 0.6% | |
| T. Rowe Price Small Cap Value Fund | Other securities | — | — | $68K | 0.5% | |
| Vanguard Lifestrategy Growth Inv | Mutual Funds | — | — | $43K | 0.3% | |
| Brandywine Global Opps Bond Is | Other securities | — | — | $41K | 0.3% | |
| Putnam High Yield Y | Mutual Funds | — | — | $31K | 0.2% | |
| William Blair Growth I | Other securities | — | — | $24K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $15K | 0.1% | |
| Franklin Templeton Utilities R6 | Mutual Funds | — | — | $8K | <0.1% | |
| T. Rowe Price Dividend Growth | Other securities | — | — | $5K | <0.1% | |
| Gabelli Gold AAA | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC WEALTH, INC. |
| — |
| JERSEY CITY, NJ |
| BROKER/ ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MY BENEFITS, LLC | — | ATLANTA, GA | CONTRACT ADMINISTRATOR | $2K | — |
