Brian R. Lenker signed Brach Eichler L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brach Eichler L.L.C.'s EIN is 26-4590220.
Download the official 2024 Form 5500 (PDF) for Brach Eichler L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brach Eichler L.L.C.'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 |
|---|---|---|---|---|---|
| FIDELITY INV INST OPERATIONS CO INC | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $35.7M | 82.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.3M | 7.5% | |
| [Assets held in common stock] | Other | — | — | $1.9M | 4.5% | |
| [Assets held in common collective trust] | Other | — | — | $294K | 0.7% | |
| MANAGED INCOME PORTFOLIO CLASS 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $294K | 0.7% |
