ERIN Stoner signed M.J. Brunner Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M.J. Brunner Inc.'s EIN is 25-1358415.
Download the official 2024 Form 5500 (PDF) for M.J. Brunner Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M.J. Brunner 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 |
|---|---|---|---|---|---|
| AAAA BENEFITS, INC. | — | CHARLOTTE, NC | N/A | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AAAA RET. FUND FOR MEMBER AGENCIES AAAA RET. FUND FOR MEMBER AGENCIES · EIN 13-6616922 / PN 001 | 103-12 Investment Entity | — | — | $17.1M | 99.7% | |
| Participant Loans Interest Rates 5.25%-10.50% - | Bonds / Notes | — | — | $57K | 0.3% |