Bricker Graydon, LLP's EIN is 31-4359739.
Download the official 2024 Form 5500 (PDF) for Bricker Graydon, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bricker Graydon, LLP's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant loans | Participant loans | — | — | $52.9M | 26.6% | |
| Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $38.7M | 19.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $17.2M | 8.6% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $15.5M | 7.8% | |
| Dodge & Cox Stock X Fund | Mutual Funds | — | — | $9.4M | 4.7% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $9.0M | 4.5% | |
| PGIM Jennison Mid Cap Growth Fund | Other securities | — | — | $8.5M | 4.3% | |
| Conestoga Small Cap Institutional | Other securities | — | — | $6.7M | 3.4% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $6.1M | 3.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $5.2M | 2.6% | |
| Principal Short Term Income Fund | Other securities | — | — | $4.5M | 2.3% | |
| Dodge & Cox Income X Fund | Mutual Funds | — | — | $4.1M | 2.1% | |
| American Funds Euro Pacific Growth Fund | Mutual Funds | — | — | $3.7M | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.6M | 1.8% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $2.8M | 1.4% | |
| DFA USA Targeted Value I | Mutual Funds | — | — | $2.8M | 1.4% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $2.5M | 1.2% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $1.7M | 0.9% | |
| T Rowe Price Large Cap Growth Fund | Mutual Funds | — | — | $1.6M | 0.8% | |
| T Rowe Price New Horizons Fund | Mutual Funds | — | — | $1.5M | 0.7% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $540K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIFTH THIRD BANK RETIREMENT SERVICE |
| — |
| CINCINNATI, OH |
| ADVISOR |
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GBQ PARTNERS | — | COLUMBUS, OH | ACCOUNTING | $10K | — |
