Bryan KUSH signed Economic Modeling, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Economic Modeling, LLC's EIN is 27-1605272.
Download the official 2024 Form 5500 (PDF) for Economic Modeling, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Economic Modeling, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $94K | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2055 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.5M | 16.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.5M | 16.0% | |
| T. ROWE PRICE RETIREMENT 2045 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 12.0% | |
| T. ROWE PRICE RETIREMENT 2060 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.6% | |
| T. ROWE PRICE RETIREMENT 2050 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2035 TR- K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2040 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2030 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $814K | 3.7% | |
| Self-Directed Brokerage Assets | Self-Directed Brokerage | — | — | $606K | 2.8% | |
| T. ROWE PRICE RETIREMENT 2065 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $586K | 2.7% | |
| Jpmorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $482K | 2.2% | |
| T. ROWE PRICE STABLE VALUE N T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $403K | 1.9% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $381K | 1.8% | |
| Mfs Large Cap Value Cit Fee Class Ct | Common Collective Trusts | — | — | $214K | 1.0% | |
| FIAM CORE PLUS COMMINGLED POOL I FIDELITY INVESTMENTS · EIN 04-2647786 / PN 001 | Common Collective Trust | — | — | $184K | 0.8% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $153K | 0.7% | |
| Vanguard Ftse Social Index Fund Admiral | Common Collective Trusts | — | — | $106K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2025 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $80K | 0.4% | |
| Fidelity Advisor Focus Emerging Mrkts Z | Mutual Funds | — | — | $39K | 0.2% | |
| Participant Loans | Participant loans | — | $0 | $31K | 0.1% | |
| T. Rowe Price Government Money I | Other securities | — | — | $28K | 0.1% | |
| Cohen & Steers U.S. Realty Fund Class Ct | Other securities | — | — | $21K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2020 TR-K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $12K | <0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR -K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR -K T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| STATE STREET GLOBAL ADVISORS | 90-0337987 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| PIONEER | 13-5657669 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PRINCIPAL FUNDS | — | KANSAS CITY, MO | NONE | $0 | — |
| NEUBERGER BERMAN | 13-5521910 | — | NONE | $0 | — |
