Richard Herbach signed The Briar Team, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Briar Team, LLC's EIN is 26-3985471.
Download the official 2024 Form 5500 (PDF) for The Briar Team, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Briar Team, LLC'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 | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $477 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $1.0M | 13.0% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $905K | 11.3% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $812K | 10.1% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $731K | 9.1% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $729K | 9.1% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $728K | 9.0% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $662K | 8.2% | |
| Fixed Annuity * EI Fixed Account - Series Class I Fixed Annuity | Other securities | — | — | $537K | 6.7% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $477K | 5.9% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $469K | 5.8% | |
| Participant Loans: Interest rate = 9.25%-10.5% | Bonds / Notes | — | — | $454K | 5.6% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $147K | 1.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $73K | 0.9% | |
| PGIM Jennison Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $56K | 0.7% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $50K | 0.6% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $31K | 0.4% | |
| * U.S. Property Sep Acct Pooled Separate Account | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| Federated Hermes Clover Small Val Fd R6 Mutual Fund | Other securities | — | — | $25K | 0.3% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $22K | 0.3% | |
| party maturity value Cost Current Value Mutual Funds American Century Mid Cap Value R6 Mutual Fund ** 172 American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| DFA International Large Cap Growth Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Empower Multi-Sector Bond Inst Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| Invesco Corporate Bond R6 Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Hartford Core Equity R6 Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| AB Small Cap Growth Z Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| Hartford Total Return Bond R6 Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| MORLEY STABLE VALUE FUND MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ST PETERSBURG, FL |
| INVESTMENT ADVISOR |
| $20K |
| — |
