Tanieka Harris signed BREG, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BREG, Inc.'s EIN is 33-0361048.
Download the official 2024 Form 5500 (PDF) for BREG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BREG, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| 2060 Target Date Retirement Fund | Other securities | — | — | $5.0M | 11.9% | |
| Mid Cap Index Fund | Common Collective Trusts | — | — | $5.0M | 11.8% | |
| Mid Cap Growth Fund | Other securities | — | — | $4.6M | 11.0% | |
| 2055 Target Date Retirement Fund | Other securities | — | — | $3.8M | 8.9% | |
| Small Cap Growth Fund | Other securities | — | — | $3.1M | 7.4% | |
| 2065 Target Date Retirement Fund | Other securities | — | — | $3.0M | 7.0% | |
| 2050 Target Date Retirement Fund | Other securities | — | — | $2.6M | 6.3% | |
| 2045 Target Date Retirement Fund | Other securities | — | — | $1.7M | 4.1% | |
| 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 4.0% | |
| Sycamore Established Value Fund | Other securities | — | — | $1.4M | 3.2% | |
| Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 3.0% | |
| Participant loans | Participant loans | — | — | $1.2M | 2.9% | |
| International Index Fund | Common Collective Trusts | — | — | $1.2M | 2.9% | |
| Integrity Small Cap Value Fund | Other securities | — | — | $1.2M | 2.9% | |
| 2010 Target Date Retirement Fund | Other securities | — | — | $883K | 2.1% | |
| 2040 Target Date Retirement Fund | Other securities | — | — | $734K | 1.7% | |
| 2035 Target Date Retirement Fund | Other securities | — | — | $681K | 1.6% | |
| Core Plus Intermediate Bond Fund | Other securities | — | — | $531K | 1.3% | |
| 2030 Target Date Retirement Fund | Other securities | — | — | $479K | 1.1% | |
| International Diversification Fund | Other securities | — | — | $438K | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $3K | $401K | 1.0% | |
| Income Institutional Fund | Other securities | — | — | $331K | 0.8% | |
| Index Fund | Real Estate | — | — | $308K | 0.7% | |
| 2025 Target Date Retirement Fund | Other securities | — | — | $280K | 0.7% | |
| Equity Income Fund | Other securities | — | — | $141K | 0.3% | |
| 2020 Target Date Retirement Fund | Other securities | — | — | $129K | 0.3% |
| 04-2654524 |
| — |
| ADVISOR |
| $20K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JGD & ASSOCIATES LLP | 95-3132551 | — | ACCOUNTANT/AUDITOR | $16K | — |
