Blue River Petcare Group, LLC's EIN is 35-2489124.
Download the official 2024 Form 5500 (PDF) for Blue River Petcare Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blue River Petcare Group, LLC'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $3 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Clearbridge Large Cap Growth Fd Cl I mutual fund shares a | Other securities | — | — | $7.3M | 10.8% | |
| Guggenheim INVST GRADE BD FD INST mutual fund shares a | Other securities | — | — | $6.3M | 9.3% | |
| Hartford DIV & Growth FD CL R6 mutual fund shares a | Other securities | — | — | $5.8M | 8.5% | |
| Vanguard Total Stock Mkt Indx Fd ADM mutual fund shares a | Mutual Funds | — | — | $5.4M | 8.0% | |
| Putnam Research Y mutual fund shares a | Mutual Funds | — | — | $4.9M | 7.3% | |
| Allspring Core Plus BD FD Admin mutual fund shares a | Mutual Funds | — | — | $4.1M | 6.1% | |
| Pimco Stockplus Intl Fd USD Hdgd I mutual fund shares a | Mutual Funds | — | — | $3.9M | 5.8% | |
| Janus Henderson Triton Fd Cl T mutual fund shares a | Mutual Funds | — | — | $3.8M | 5.6% | |
| Congress Mid Cap Gwth Retail mutual fund shares a | Other securities | — | — | $3.8M | 5.6% | |
| JP Morgan Undiscovered Mgrs Behavioral Val R6 mutual fund shares a | Other securities | — | — | $3.7M | 5.5% | |
| Jhancock Intl Groth Cl R6 mutual fund shares a | Other securities | — | — | $3.7M | 5.4% | |
| Allspring Special MID CAP VAL FD A mutual fund shares a | Other securities | — | — | $3.7M | 5.4% | |
| American Beacon AHL MGD FUTS STRAT Y mutual fund shares a | Other securities | — | — | $3.5M | 5.1% | |
| Virtus KAR INTL SMALL CAP I mutual fund shares a | Other securities | — | — | $3.2M | 4.7% | |
| Janus Henderson Developed World BD I mutual fund shares a | Mutual Funds | — | — | $2.2M | 3.2% | |
| Vanguard Total Intl Stock Index ADM mutual fund shares a | Mutual Funds | — | — | $743K | 1.1% | |
| Pimco Incm Fd Inst Cl mutual fund shares a | Mutual Funds | — | — | $603K | 0.9% | |
| Vanguard Total Bond Mkt Index ADM mutual fund shares a | Mutual Funds | — | — | $374K | 0.6% | |
| Money Market Deposit Account Schwab Bank Savings deposit account a | Mutual Funds | — | — | $318K | 0.5% | |
| American Beacon Sim HI YLD OPPTY mutual fund shares a | Other securities | — | — | $256K | 0.4% | |
| Participant notes receivable - bearing interest from 4.25% to 10.5% - | Bonds / Notes | — | — | $218K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4389114 |
| — |
| RECORDKEEPER |
| $141K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | FINANCIAL ADVISOR | $159K | — |
