Jeffrey Molin signed Broadridge Financial Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadridge Financial Solutions, Inc.'s EIN is 33-1151291.
Download the official 2024 Form 5500 (PDF) for Broadridge Financial Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broadridge Financial Solutions, 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 | $513K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT/AUDITOR | $39K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 |
|---|---|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | ATTORNEY/LEGAL | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $442.4M | 23.1% | |
| FIAM Index Target 2040 Fund | Other securities | — | — | $126.6M | 6.6% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $126.6M | 6.6% | |
| SSgA Russell Small/Mid Cap Index Fund NLS | Common Collective Trusts | — | — | $126.2M | 6.6% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $126.2M | 6.6% | |
| FIAM Index Target 2030 Fund | Other securities | — | — | $112.7M | 5.9% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $112.7M | 5.9% | |
| Invesco Stable Asset Fund | Mutual Funds | — | — | $100.9M | 5.3% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $100.9M | 5.3% | |
| Eaton Vance Atlanta Capital | Other securities | — | — | $94.0M | 4.9% | |
| FIAM Index Target 2035 Fund | Other securities | — | — | $83.0M | 4.3% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $83.0M | 4.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $74.9M | 3.9% | |
| FIAM Index Target 2045 Fund | Other securities | — | — | $68.9M | 3.6% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $68.9M | 3.6% | |
| FIAM Index Target 2025 Fund | Other securities | — | — | $55.1M | 2.9% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $55.1M | 2.9% | |
| FIAM Index Target 2050 Fund | Other securities | — | — | $53.2M | 2.8% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $53.2M | 2.8% | |
| FIAM Index Target 2020 Fund | Other securities | — | — | $45.5M | 2.4% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $45.5M | 2.4% | |
| LS INVT GRADE BOND D LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 004 | Common Collective Trust | — | — | $44.1M | 2.3% | |
| FIAM Index Target 2055 Fund | Other securities | — | — | $36.1M | 1.9% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $36.1M | 1.9% | |
| SSgA Global Equity ex U.S. Index Fund NLS C | Common Collective Trusts | — | — | $34.6M | 1.8% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $34.6M | 1.8% | |
| SS US BOND INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $28.3M | 1.5% | |
| Participant loans | Participant loans | — | — | $24.9M | 1.3% | |
| FIAM Index Target 2060 Fund | Other securities | — | — | $20.3M | 1.1% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $20.3M | 1.1% | |
| NVIDIA CORP | Common Stocks | — | — | $18.4M | 1.0% | |
| AMAZON.COM INC | Common Stocks | — | — | $17.8M | 0.9% | |
| APPLE INC | Common Stocks | — | — | $13.7M | 0.7% | |
| MICROSOFT CORP | Common Stocks | — | — | $13.1M | 0.7% | |
| META PLATFORMS INC CL A | Common Stocks | — | — | $11.0M | 0.6% | |
| BROADCOM INC | Common Stocks | — | — | $10.8M | 0.6% | |
| FIAM Index Target Income Fund | Other securities | — | — | $9.7M | 0.5% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $9.7M | 0.5% | |
| PIMCO Inflation Multi-Asset Fund INSTL | Mutual Funds | — | — | $8.3M | 0.4% | |
| NETFLIX INC | Common Stocks | — | — | $7.9M | 0.4% | |
| FIAM Index Target 2015 Fund | Other securities | — | — | $7.4M | 0.4% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $7.4M | 0.4% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $7.1M | 0.4% | |
| FIAM Index Target 2065 Fund | Other securities | — | — | $7.1M | 0.4% | |
| TESLA INC | Common Stocks | — | — | $6.2M | 0.3% | |
| MASTERCARD INC CL A | Common Stocks | — | — | $5.0M | 0.3% | |
| ELI LILLY & CO | Common Stocks | — | — | $5.0M | 0.3% | |
| FIAM Index Target 2010 Fund | Other securities | — | — | $4.8M | 0.3% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $4.8M | 0.3% | |
| ALPHABET INC CL A | Common Stocks | — | — | $4.7M | 0.2% |
