Jennifer Albanese AKN Jennifer KARV signed Beech Brook's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beech Brook's EIN is 34-0714597.
Download the official 2024 Form 5500 (PDF) for Beech Brook from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beech Brook's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $47 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund 25,826 units | Common Collective Trusts | — | — | $2.3M | 18.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares 165,206 units | Common Collective Trusts | — | — | $1.6M | 12.2% | |
| Charles Schwab International Index Fund 67,171 units | Common Collective Trusts | — | — | $1.5M | 11.8% | |
| Charles Schwab Treasury Inflation Protected Securities Index Fund 129,744 units | U.S. Treasuries | — | — | $1.3M | 10.2% | |
| Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 55,928 units | Common Collective Trusts | — | — | $1.2M | 9.2% | |
| Vanguard Growth Index Fund Admiral Shares 4,184 units | Common Collective Trusts | — | — | $884K | 6.9% | |
| Vanguard Value Index Fund Admiral Shares 11,275 units | Common Collective Trusts | — | — | $745K | 5.8% | |
| Vanguard Emerging Markets Stock Index Admiral Shares 16,730 units | Mutual Funds | — | — | $615K | 4.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 1,646 units | Common Collective Trusts | — | — | $538K | 4.2% | |
| Charles Schwab Small Cap Index Fund 14,886 units | Common Collective Trusts | — | — | $532K | 4.1% | |
| Vanguard Intermediate-Term Treasury Index Fund Admiral Shares 19,551 units | Common Collective Trusts | — | — | $383K | 3.0% | |
| Vanguard Real Estate Index Fund Admiral Shares 2,562 units | Common Collective Trusts | — | — | $324K | 2.5% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $265K | 2.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares 1,889 units | Common Collective Trusts | — | — | $206K | 1.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares 2,226 units | Common Collective Trusts | — | — | $186K | 1.4% | |
| Charles Schwab Money market account | Mutual Funds | — | — | $91K | 0.7% | |
| various dates through August 2029 | Other securities | — | — | $74K | 0.6% | |
| Charles Schwab Fundamental International Small Company Index Fund 632 units | Common Collective Trusts | — | — | $8K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares 51 units | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
