James House signed Broadstreet Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadstreet Partners, Inc.'s EIN is 31-0982037.
Download the official 2024 Form 5500 (PDF) for Broadstreet Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broadstreet Partners, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $77K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CSH GROUP, INC. | 31-0800053 | — | ACCOUNTANT/AUDITOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RET BLEND 2035 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $56.4M | 11.0% | |
| TRP RET BLEND 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $55.1M | 10.7% | |
| TRP RET BLEND 2025 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $52.5M | 10.2% | |
| Fidelity 500 Index Mutual funds | Common Collective Trusts | — | — | $42.0M | 8.2% | |
| TRP RET BLEND 2040 G T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $33.0M | 6.4% | |
| TRP RET BLEND 2045 G T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $31.6M | 6.2% | |
| TRP RET BLEND 2050 G T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $26.3M | 5.1% | |
| Fidelity Contrafund Mutual funds | Mutual Funds | — | — | $24.9M | 4.9% | |
| TRP RET BLEND 2020 G T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $20.0M | 3.9% | |
| TRP RET BLEND 2055 G T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $19.1M | 3.7% | |
| T. Rowe Price Large-Cap Growth I Mutual funds | Other securities | — | — | $17.9M | 3.5% | |
| PGIM Total Return Bond Z Mutual funds | Other securities | — | — | $12.4M | 2.4% | |
| Fidelity Mid Cap Index Mutual funds | Mutual Funds | — | — | $11.0M | 2.1% | |
| TRP RET BLEND 2010 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $10.2M | 2.0% | |
| TRP RET BLEND 2060 G T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $9.4M | 1.8% | |
| TRP RET BLEND 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $9.0M | 1.7% | |
| BrokerageLink Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $8.4M | 1.6% | |
| Fidelity Puritan Mutual funds | Mutual Funds | — | — | $8.4M | 1.6% | |
| New York Life Anchor Account Guaranteed investment contract | Stable Value | — | — | $7.5M | 1.5% | |
| STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $7.5M | 1.5% | |
| Columbia Trust Dividend Income MS Collective trust fund | Common Collective Trusts | — | — | $7.0M | 1.4% | |
| COL DIV INC INST MS AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $7.0M | 1.4% | |
| Fidelity Small Cap Index Mutual funds | Mutual Funds | — | — | $6.5M | 1.3% | |
| Notes receivable from participants Interest rates of 3.25% - 10.50% $ - | Bonds / Notes | — | — | $6.4M | 1.2% | |
| Baron Growth Fund Instl Mutual funds | Other securities | — | — | $5.5M | 1.1% | |
| Fidelity International Index Mutual funds | Mutual Funds | — | — | $4.4M | 0.9% | |
| MFS International Diversification R3 Mutual funds | Mutual Funds | — | — | $4.4M | 0.9% | |
| Fidelity US Bond Index Mutual funds | Mutual Funds | — | — | $4.3M | 0.8% | |
| TRP RET BLEND 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $4.3M | 0.8% | |
| JPMorgan Mid Cap Value A Mutual funds | Other securities | — | — | $4.3M | 0.8% | |
| American Funds EUPAC Fund R6 Mutual funds | Mutual Funds | — | — | $3.0M | 0.6% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| American Beacon Small Cap Value Inv Mutual funds | Other securities | — | — | $2.4M | 0.5% | |
| Nationwide Geneva Small Cap R6 Mutual funds | Other securities | — | — | $1.5M | 0.3% | |
| Fidelity Emerging Markets Index Mutual funds | Mutual Funds | — | — | $487K | <0.1% | |
| Fidelity Government Money Market Prem Mutual funds | Mutual Funds | — | — | $113K | <0.1% |
