Steven Messer signed Brothers Trading Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brothers Trading Co., Inc.'s EIN is 31-1153662.
Download the official 2024 Form 5500 (PDF) for Brothers Trading Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brothers Trading Co., Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $42.8M | 45.5% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $38.7M | 41.1% | |
| T ROWE PRICE RET 2030 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $14.3M | 15.2% | |
| T ROWE PRICE RET 2040 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.7M | 10.3% | |
| T ROWE PRICE RET 2020 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $9.5M | 10.1% | |
| T ROWE PRICE RET 2050 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.7M | 5.0% | |
| T ROWE PRICE RET 2010 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.7% | |
| T ROWE PRICE RET 2060 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $823K | 0.9% | |
| [Assets held in participant loans] | Other | — | — | $768K | 0.8% | |
| T ROWE PRICE RET 2025 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $341K | 0.4% | |
| T ROWE PRICE RET 2035 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $311K | 0.3% | |
| T ROWE PRICE RET 2055 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $217K | 0.2% | |
| T ROWE PRICE RET 2045 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $145K | 0.2% | |
| T ROWE PRICE RET 2065 TRUST A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $112K | 0.1% |
