Benjamin H. Biery signed Biery Cheese Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Biery Cheese Company's EIN is 34-0750763.
Download the official 2024 Form 5500 (PDF) for Biery Cheese Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Biery Cheese Company's plan includes profit-sharing, 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 | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $23K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Mutual Fund N/A | Mutual Funds | — | — | $4.3M | 21.3% | |
| Vanguard Target Retirement 2025 Mutual Fund N/A | Mutual Funds | — | — | $2.6M | 12.7% | |
| Vanguard Target Retirement 2040 Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 12.3% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 12.0% | |
| Vanguard Target Retirement 2030 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 7.2% | |
| Vanguard Target Retirement 2050 Mutual Fund N/A | Mutual Funds | — | — | $1.4M | 6.7% | |
| Vanguard Target Retirement 2055 Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 5.3% | |
| Vanguard Target Retirement 2060 Mutual Fund N/A | Mutual Funds | — | — | $685K | 3.4% | |
| Vanguard Target Retirement 2020 Mutual Fund N/A | Mutual Funds | — | — | $630K | 3.1% | |
| BLACKROCK TOTAL RETURN K Registered Investment Company | Common Stocks | — | — | $582K | 2.9% | |
| Loans to participants (interest at 5.25% to 10.50%) N/A | Bonds / Notes | — | — | $432K | 2.1% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | Mutual Funds | — | — | $430K | 2.1% | |
| NT Collective S&P 500 Index fund T4 Common Collective Trust N/A | Common Collective Trusts | — | — | $413K | 2.0% | |
| NT COLLVE S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS,INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $413K | 2.0% | |
| Reliance Trust New York Life Anchor Account Common Collective Trust N/A | Common Collective Trusts | — | — | $255K | 1.2% | |
| RELIANCE TR CO EBIT NYL ANCH SERIES RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $255K | 1.2% | |
| HARBOR CAPITAL APPREC CIT CL 4 MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 530 | Common Collective Trust | — | — | $199K | 1.0% | |
| MFS HTG TR COMP CIT MFS LCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $198K | 1.0% | |
| Vanguard Target Retirement Income Mutual Fund N/A | Mutual Funds | — | — | $195K | 1.0% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $135K | 0.7% | |
| NT Collective Extended Equity Market Index Fund T4Common Collective Trust N/A | Common Collective Trusts | — | — | $101K | 0.5% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS,INC. · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $101K | 0.5% | |
| MFS HTG TR COMP CIT MFS MCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $91K | 0.4% | |
| Loomis Sayle Small Cap Growth Mutual Fund N/A | Other securities | — | — | $62K | 0.3% | |
| Mass Mutual SLCT Mid Cap Growth Mutual Fund N/A | Other securities | — | — | $49K | 0.2% | |
| NT Collective Aggregate Bond Index Fund T4 Common Collective Trust N/A | Common Collective Trusts | — | — | $46K | 0.2% | |
| NT COLLVE AGG BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $46K | 0.2% | |
| VANGUARD TARGET RETIREMNT 2070 Registered Investment Company | Mutual Funds | — | — | $36K | 0.2% | |
| NT COLLVE ACWI EX-US FD-NL NORTHERN TRUST INVESTMENTS,INC. · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $35K | 0.2% | |
| American Beacon Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $32K | 0.2% | |
| WILMINGTON TR EUROPACGTTH CT WILMINGTON TRUST, N.A. · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
