Justin McCullough signed BRG Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BRG Management, Inc.'s EIN is 26-2458511.
Download the official 2024 Form 5500 (PDF) for BRG Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BRG Management, 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 |
|---|---|---|---|---|---|
| LINCOLN FINANCIAL ADVISORS | 35-1151034 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $856K | 26.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $488K | 14.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $483K | 14.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $424K | 12.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $119K | 3.6% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $115K | 3.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $92K | 2.8% | |
| VANGUARD WELLESLEY INCOME-ADMR 667 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $87K | 2.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $65K | 2.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $63K | 1.9% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $56K | 1.7% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $50K | 1.5% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $49K | 1.5% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $44K | 1.4% | |
| AMERICAN BEACON INTL EQTY R5 | Registered Investment Companies | — | — | $35K | 1.1% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $33K | 1.0% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $33K | 1.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $33K | 1.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $32K | 1.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $23K | 0.7% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $21K | 0.6% | |
| ALGER SPECTRA FUND Z | Registered Investment Companies | — | — | $15K | 0.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $13K | 0.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $11K | 0.3% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $11K | 0.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $11K | 0.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $7K | 0.2% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $6K | 0.2% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $5K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $4K | 0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
