Jamie Weisberg signed BORN Group Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BORN Group Inc.'s EIN is 27-4504218.
Download the official 2022 Form 5500 (PDF) for BORN Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)BORN Group 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB FINANCIAL PARTNERS, LLC | 52-2220344 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Target 2035 Mutual fund | Other securities | — | — | $673K | 11.1% | |
| T.Rowe Price Target 2050 Mutual fund | Other securities | — | — | $666K | 11.0% | |
| IShares S&P 500 Index K Mutual fund | Common Collective Trusts | — | — | $630K | 10.4% | |
| T.Rowe Price Target 2055 Mutual fund | Other securities | — | — | $608K | 10.0% | |
| T.Rowe Price Target 2045 Mutual fund | Other securities | — | — | $505K | 8.3% | |
| T. Rowe Price Target 2025 Mutual fund | Other securities | — | — | $379K | 6.3% | |
| Clearbridge Small Cap Gr Is Mutual fund | Other securities | — | — | $358K | 5.9% | |
| Parnassus Core Equity Inst Mutual fund | Other securities | — | — | $346K | 5.7% | |
| T. Rowe Price Target 2030 Mutual fund | Other securities | — | — | $345K | 5.7% | |
| Ishares Russell Smallmid Idx K Mutual fund | Common Collective Trusts | — | — | $294K | 4.8% | |
| T. Rowe Price Target 2015 Mutual fund | Other securities | — | — | $185K | 3.1% | |
| Guggenheim Total Return Bd R6 Mutual fund | Other securities | — | — | $126K | 2.1% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $121K | 2.0% | |
| Participant loans 9.50%) $- | Bonds / Notes | — | — | $102K | 1.7% | |
| T.Rowe Price Target 2020 Mutual fund | Other securities | — | — | $74K | 1.2% | |
| IShares MSCI EAFE Intl Index Mutual fund | Other securities | — | — | $74K | 1.2% | |
| TRP Retirement Balanced Mutual fund | Other securities | — | — | $69K | 1.1% | |
| American Funds Europac Gro- R6 Mutual fund | Mutual Funds | — | — | $65K | 1.1% | |
| T ROWE PRICE TARGET 2060 I | Registered Investment Companies | — | — | $35K | 0.6% | |
| TRO SPEC MODGRTH ALLOC I | Registered Investment Companies | — | — | $16K | 0.3% | |
| Neuberger Berman Strat Inc R6 Mutual fund | Common Stocks | — | — | $7K | 0.1% | |
| T.Rowe Price Target 2010 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| During the plan year: Yes No Amount a | Other securities | — | — | $3K | <0.1% |
