Ryan Campbell signed Glenbrook Dodge, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Glenbrook Dodge, Inc.'s EIN is 35-1446777.
Download the official 2024 Form 5500 (PDF) for Glenbrook Dodge, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Glenbrook Dodge, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 INSURNACE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 26,940 | Other securities | — | — | $2.3M | 14.2% | |
| Vanguard Equity-Income Admiral 14,095 | Mutual Funds | — | — | $1.2M | 7.8% | |
| First Eagle Global Fund R6 18,194 | Other securities | — | — | $1.2M | 7.7% | |
| INVESTMENT AT CONTRACT VALUE * Key Guaranteed Portfolio Fund | Other securities | — | — | $1.1M | 7.2% | |
| Vanguard 500 Index Fund Admiral 1,705 | Common Collective Trusts | — | — | $925K | 5.8% | |
| Carillon Eagle Mid Cap Growth Fund A 11,980 | Other securities | — | — | $844K | 5.3% | |
| Hartford International Opportunities Fund R5 38,141 | Other securities | — | — | $729K | 4.6% | |
| American Century Mid Cap Value Fund R6 44,981 | Other securities | — | — | $699K | 4.4% | |
| T. Rowe Price Target 2035 40,337 | Other securities | — | — | $614K | 3.9% | |
| T. Rowe Price Target 2040 29,721 | Other securities | — | — | $478K | 3.0% | |
| T. Rowe Price Target 2045 24,607 | Other securities | — | — | $422K | 2.7% | |
| Invesco Discovery R6 3,269 | Mutual Funds | — | — | $411K | 2.6% | |
| Vanguard Total Bond Market Index Fund Admiral 39,148 | Common Collective Trusts | — | — | $371K | 2.3% | |
| American Funds New World Fund R5E 4,859 | Mutual Funds | — | — | $369K | 2.3% | |
| REGISTERED INVESTMENT COMPANIES American Beacon Small Cap Value Fund A 14,761 | Other securities | — | — | $330K | 2.1% | |
| Vanguard Developed Markets Index Fund Admiral 21,190 | Common Collective Trusts | — | — | $325K | 2.1% | |
| T. Rowe Price Target 2055 17,674 | Other securities | — | — | $323K | 2.0% | |
| T. Rowe Price Target 2025 23,531 | Other securities | — | — | $306K | 1.9% | |
| Vanguard Small Cap Index Admiral 2,376 | Mutual Funds | — | — | $274K | 1.7% | |
| T. Rowe Price Target 2030 18,389 | Other securities | — | — | $259K | 1.6% | |
| Pioneer Bond Fund Y 31,380 | Other securities | — | — | $255K | 1.6% | |
| Dodge & Cox Balanced Fund 2,244 | Mutual Funds | — | — | $228K | 1.4% | |
| Vanguard Mid Cap Index Fund Admiral 635 | Common Collective Trusts | — | — | $207K | 1.3% | |
| T. Rowe Price Target 2050 11,474 | Other securities | — | — | $205K | 1.3% | |
| T. Rowe Price Retirement 2060 Fund 12,328 | Other securities | — | — | $204K | 1.3% | |
| T. Rowe Price Target 2005 41 ** 456 T. Rowe Price Target 2010 13 ** 139 T. Rowe Price Target 2015 16 ** 180 T. Rowe Price Target 2020 17,059 | Other securities | — | — | $202K | 1.3% | |
| Fidelity GNMA Fund 17,315 | Agency / Mortgage-Backed | — | — | $173K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral 3,714 | Common Collective Trusts | — | — | $137K | 0.9% | |
| T. Rowe Price Retirement Balanced Fund 8,666 | Other securities | — | — | $115K | 0.7% | |
| T. Rowe Price Retirement 2065 Fund 8,336 | Other securities | — | — | $107K | 0.7% | |
| Vanguard Total International Bond Market Index Fund Admiral 4,487 | Common Collective Trusts | — | — | $88K | 0.6% | |
| Federated Hermes Opportunistic High Yield Bond 8,643 | Other securities | — | — | $55K | 0.3% | |
| Vanguard FTSE All-World Ex-US Small Capital Index Fund Admiral 1,707 | Common Collective Trusts | — | — | $48K | 0.3% | |
| Brandywine Global Opps Bond Fund A 3,178 | Other securities | — | — | $26K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $25K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IN | CONTRACT ADMIN | $18K | — |
