Kyle Weigand signed Brouse McDowell,'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brouse McDowell,'s EIN is 34-1108723.
Download the official 2023 Form 5500 (PDF) for Brouse McDowell, from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Brouse McDowell,'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $7.8M | 14.8% | |
| Northern Trust S&P 500 Index Fund Common Collective Trust ^ | Common Collective Trusts | — | — | $6.0M | 11.4% | |
| NT COL S&P 500 IDX FD - DC - NL - 4 NORTHERN FUNDS · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $6.0M | 11.4% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $5.6M | 10.7% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $4.4M | 8.4% | |
| Empower Annuity Insurance Company Principal * Preservation Separate Account Group Annuity Contract ^ | Pooled Separate Accounts | — | — | $3.6M | 6.8% | |
| Wilmington Trust EuroPacific Growth CT Common Collective Trust ^ | Common Collective Trusts | — | — | $3.3M | 6.3% | |
| WILMGN TR EURPAC GROW CT GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.3% | |
| Northern Trust Extended Equity Market Index Fund Common Collective Trust ^ | Common Collective Trusts | — | — | $2.9M | 5.5% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $2.9M | 5.5% | |
| T. ROWE PRICE RETIREMENT 2035 TR-J T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.6M | 5.0% | |
| Self Directed Brokerage Account Cash, Mutual Funds, and Stocks ^ | Self-Directed Brokerage | — | — | $2.6M | 5.0% | |
| T. ROWE PRICE RETIREMENT 2040 TR-J T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2025 TR-J T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.5% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.8M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2045 TR-J T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.1% | |
| T. ROWE PRICE RETIREMENT 2030 TR-J T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2050 TR-J T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.0% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $988K | 1.9% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $722K | 1.4% | |
| Northern Trust All Country World Index ex-US Investable Market Index Fund - Non Lending Common Collective Trust ^ | Common Collective Trusts | — | — | $515K | 1.0% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $515K | 1.0% | |
| Allspring Special Small Cap Value R6 Mutual Funds ^ | Other securities | — | — | $374K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2055 TR-J T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $371K | 0.7% | |
| Principal Small Cap Growth R6 Mutual Funds ^ | Other securities | — | — | $365K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2020 TR-J T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $358K | 0.7% | |
| Term: 3 - 15 years $ - | Other securities | — | — | $320K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2060 TR-J T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $64K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TR-J T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $36K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR-J T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $22K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TR-J T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TR-J T. ROWE PRICE · EIN 32-6199795 / 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.
