Gregory Catevenis signed Brumit Restaurant Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brumit Restaurant Group, LLC's EIN is 27-0425615.
Download the official 2024 Form 5500 (PDF) for Brumit Restaurant Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brumit Restaurant Group, 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 |
|---|---|---|---|---|---|
| COLTON GROOME FINANCIAL ADVISORS, L |
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 2030 | Registered Investment Companies | — | — | $529K | 28.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $235K | 12.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $205K | 10.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $134K | 7.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $106K | 5.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $106K | 5.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $93K | 4.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $87K | 4.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $73K | 3.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $65K | 3.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $63K | 3.4% | |
| AMF CONS GRTH INC PORT R6 315 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $38K | 2.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $33K | 1.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $32K | 1.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $15K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $14K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $14K | 0.7% | |
| AMF GROWTH AND INCOME PORT R6 | Registered Investment Companies | — | — | $10K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $9K | 0.5% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $7K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $7K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4540515 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $12K |
| — |
| COLTON GROOME FINANCIAL ADVISORS, L | 36-4540515 | — | INVESTMENT/FINANCIAL ADVI | $12K | — |
