Peter Morseon signed Breakers Unlimited's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Breakers Unlimited's EIN is 35-1801594.
Download the official 2024 Form 5500 (PDF) for Breakers Unlimited from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Breakers Unlimited's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| I4 ADVISORS, LLC | — | INDIANAPOLIS, IN | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPG CONSULTANTS | 13-4077182 | HEWLETT, NY | NONE | $29K | — |
| MID ATLANTIC TRUST COMPANY | 26-0010549 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| QBOX Growth Allocation Strategy | Other securities | — | — | $1.3M | 11.1% | |
| QBOX Conservative Allocation Strategy | Other securities | — | — | $1.2M | 10.4% | |
| QBOX Moderate Allocation Strategy | Other securities | — | — | $1.2M | 9.9% | |
| Vanguard Conservative Growth Fund Investor Shares | Mutual Funds | — | — | $947K | 8.2% | |
| Vanguard Growth Fund Investor Shares | Mutual Funds | — | — | $675K | 5.8% | |
| Vanguard Mid-Cap Index Fund ETF Shares | Common Collective Trusts | — | — | $606K | 5.2% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $487K | 4.2% | |
| Reliance Trust Stable Value Fd - MetLife Series 25053 Class 0 | Stable Value | — | — | $476K | 4.1% | |
| Vanguard Small-Cap Index Fund ETF Shares | Common Collective Trusts | — | — | $429K | 3.7% | |
| American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $393K | 3.4% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $376K | 3.2% | |
| American Funds New Perspective Fund Class R-6 | Mutual Funds | — | — | $309K | 2.7% | |
| Fidelity Select Technology Portfolio | Mutual Funds | — | — | $301K | 2.6% | |
| Vanguard Moderate Growth Fund Investor Shares | Mutual Funds | — | — | $287K | 2.5% | |
| American Funds American Mutual Fund Class R-6 | Mutual Funds | — | — | $284K | 2.5% | |
| Victory RS Global Fund Class R6 | Other securities | — | — | $253K | 2.2% | |
| Vanguard Real Estate Index Fund ETF Shares | Common Collective Trusts | — | — | $224K | 1.9% | |
| iShares Gold Trust | Other securities | — | — | $206K | 1.8% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $200K | 1.7% | |
| Invesco DB Commodity Index Tracking Fund | Mutual Funds | — | — | $172K | 1.5% | |
| Fidelity Select Health Care Portfolio | Mutual Funds | — | — | $164K | 1.4% | |
| American Funds Growth and Income Portfolio Class R-6 | Mutual Funds | — | — | $158K | 1.4% | |
| iShares Floating Rate Bond ETF | Bonds / Notes | — | — | $152K | 1.3% | |
| Vanguard FTSE Emerging Markets Index Fund ETF Shares | Common Collective Trusts | — | — | $150K | 1.3% | |
| Participant Loans | Participant loans | — | — | $126K | 1.1% | |
| American Funds The Bond Fund of America Class R-6 | Mutual Funds | — | — | $123K | 1.1% | |
| iShares TIPS Bond ETF | Other securities | — | — | $83K | 0.7% | |
| Vanguard Income Fund Investor Shares | Mutual Funds | — | — | $67K | 0.6% | |
| American Funds Global Balanced Fund Class R-6 | Mutual Funds | — | — | $58K | 0.5% | |
| American Funds American High-Income Trust Class R-6 | Mutual Funds | — | — | $53K | 0.5% | |
| Mid Atlantic Master Cash Account | Cash / Money Market | — | — | $37K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PITTSBURGH, PA |
| NONE |
| $6K |
| — |
