Mike Bonin signed Braun Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Braun Industries, Inc.'s EIN is 31-0792103.
Download the official 2024 Form 5500 (PDF) for Braun Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Braun Industries, Inc.'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 |
|---|---|---|---|---|---|
| KT ADMINISTRATORS LLC | 82-4086794 | — | NONE | $51K | — |
| SYM FINANCIAL | — | FORT WAYNE, IN | NONE | $45K | — |
| BADEN, GAGE & SCHROEDER,LLC | 35-1939627 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 IDX A | Common Collective Trusts | — | — | $3.3M | 19.4% | |
| DFA LARGE CAP INTERNATIONAL I | Mutual Funds | — | — | $1.8M | 10.7% | |
| DFA US LARGE CAP VALUE | Mutual Funds | — | — | $1.8M | 10.7% | |
| DFA INTERNATIONAL VALUE | Mutual Funds | — | — | $1.8M | 10.5% | |
| DFA EMERGING MKTS I | Mutual Funds | — | — | $1.2M | 6.9% | |
| DIAMOND HILL CORE BOND Y | Other securities | — | — | $1.0M | 6.1% | |
| VANGUARD GROWTH IDX A | Common Collective Trusts | — | — | $795K | 4.7% | |
| VANGUARD MID-CAP IDX A | Common Collective Trusts | — | — | $669K | 3.9% | |
| VANGUARD SMALL CAP IDX A | Common Collective Trusts | — | — | $638K | 3.8% | |
| VANGUARD SMALL CAP GRTH IDX A | Common Collective Trusts | — | — | $636K | 3.8% | |
| PIMCO SHRT-TRM INSTITUTIONAL | Mutual Funds | — | — | $634K | 3.7% | |
| VANGUARD TARGET RETIRE 2040 | Mutual Funds | — | — | $560K | 3.3% | |
| VANGUARD TARGET RETIRE 2035 | Mutual Funds | — | — | $382K | 2.3% | |
| VANGUARD TOTAL BOND MKT IDX A | Common Collective Trusts | — | — | $324K | 1.9% | |
| DFA INT GOV FIXED INCOME | Mutual Funds | — | — | $304K | 1.8% | |
| VANGUARD TARGET RETIRE 2045 | Mutual Funds | — | — | $291K | 1.7% | |
| VANGUARD TARGET RETIRE 2030 | Mutual Funds | — | — | $253K | 1.5% | |
| VANGUARD TARGET RETIRE 2060 | Mutual Funds | — | — | $130K | 0.8% | |
| SCHWAB BANK SAVINGS | Mutual Funds | — | — | $117K | 0.7% | |
| VANGUARD TARGET RETIRE 2050 | Mutual Funds | — | — | $92K | 0.5% | |
| VANGUARD TARGET RETIRE 2065 | Mutual Funds | — | — | $81K | 0.5% | |
| VANGUARD TARGET RETIRE 2055 | Mutual Funds | — | — | $78K | 0.5% | |
| DFA US SMALL CAP VALUE | Mutual Funds | — | — | $30K | 0.2% | |
| VANGUARD TARGET RETIRE 2020 | Mutual Funds | — | — | $19K | 0.1% | |
| VANGUARD TARGET RETIRE 2025 | Mutual Funds | — | — | $11K | <0.1% | |
| VANGUARD TARGET RETIRE 2070 | Mutual Funds | — | — | $4K | <0.1% | |
| DFA REAL ESTATE SECURITIES I | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
