Mike Miles signed Traylor Bros., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Traylor Bros., Inc.'s EIN is 35-0799154.
Download the official 2024 Form 5500 (PDF) for Traylor Bros., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Traylor Bros., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $90K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Sustainable Leaders R6 Mutual Fund | Mutual Funds | — | — | $8.1M | 9.7% | |
| PUTNAM RETIREMENT ADVANTAGE TR2035X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $7.1M | 8.5% | |
| Dodge & Cox Stock Fund - I Mutual Fund | Mutual Funds | — | — | $6.7M | 8.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $6.4M | 7.6% | |
| JP MORGAN LARGE CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $6.3M | 7.5% | |
| George Putnam Balanced R6 Mutual Fund | Mutual Funds | — | — | $6.0M | 7.2% | |
| T. Rowe Price Small Cap Stock Fund Mutual Fund | Other securities | — | — | $5.6M | 6.7% | |
| PUTNAM RETIREMENT ADVANTAGE TR2030X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $5.3M | 6.4% | |
| PUTNAM RETIREMENT ADVANTAGE TR2040X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $4.0M | 4.8% | |
| PUTNAM RETIREMENT ADVANTAGE TR2045X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $3.7M | 4.5% | |
| PUTNAM RETIREMENT ADVANTAGE TR2060X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $2.8M | 3.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | Mutual Funds | — | — | $2.6M | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE TR2025X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $2.5M | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE TR2050X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $2.3M | 2.7% | |
| Putnam Income R6 Mutual Fund | Mutual Funds | — | — | $2.2M | 2.6% | |
| PUTNAM RETIREMENT ADVANTAGE TR2055X PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $2.2M | 2.6% | |
| Vanguard Total Stock Market Index Admiral Mutual Fund | Common Collective Trusts | — | — | $1.5M | 1.8% | |
| Vanguard Emerging Markets Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $1.1M | 1.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRMATX PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $856K | 1.0% | |
| PIMCO RAE US Small Instl Mutual Fund | Mutual Funds | — | — | $762K | 0.9% | |
| Vanguard Total International Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $251K | 0.3% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | Mutual Funds | — | — | $226K | 0.3% | |
| through February 2031 | Other securities | — | — | $67K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
