Brunner & LAY, Inc.'s EIN is 36-2065746.
Download the official 2023 Form 5500 (PDF) for Brunner & LAY, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Brunner & LAY, Inc.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPING | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund | Mutual Funds | — | $158K | $3.3M | 23.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | $2.6M | $2.6M | 18.0% | |
| Fidelity Magellan | Mutual Funds | — | $93K | $1.4M | 9.8% | |
| Fidelity Asset Manager | Mutual Funds | — | $53K | $1.1M | 8.0% | |
| Fidelity Equity Dividend Income | Mutual Funds | — | $29K | $918K | 6.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | $3K | $504K | 3.5% | |
| Fidelity Low Price Stock | Mutual Funds | — | $11K | $475K | 3.3% | |
| Fidelity Freedom 2035 Class K | Mutual Funds | — | $27K | $442K | 3.1% | |
| Artisan Mid Cap Inv | Other securities | — | $11K | $403K | 2.8% | |
| Fidelity Freedom 2030 Class K | Mutual Funds | — | $20K | $362K | 2.5% | |
| Fidelity Investment Grade Bonds | Mutual Funds | — | $49K | $361K | 2.5% | |
| Fidelity Freedom 2025 Class K | Mutual Funds | — | $21K | $297K | 2.1% | |
| Baron Small Cap | Other securities | — | $6K | $222K | 1.5% | |
| ABF Small Cap Val Inv | Other securities | — | $8K | $197K | 1.4% | |
| Fidelity Government Income | Mutual Funds | — | $21K | $195K | 1.4% | |
| Fidelity Worldwide | Mutual Funds | — | $5K | $191K | 1.3% | |
| Fidelity Freedom 2040 Class K | Mutual Funds | — | $14K | $171K | 1.2% | |
| Fidelity Freedom 2020 Class K | Mutual Funds | — | $11K | $166K | 1.2% | |
| Fidelity Freedom 2050 Class K | Mutual Funds | — | $10K | $147K | 1.0% | |
| Fidelity Freedom 2045 Class K | Mutual Funds | — | $9K | $125K | 0.9% | |
| Fidelity International Discovery | Mutual Funds | — | $2K | $114K | 0.8% | |
| Notes receivable from participants with varying maturities, 5.25%-10.5%* | Bonds / Notes | — | — | $110K | 0.8% | |
| NB Large Cap Value Trust | Other securities | — | $2K | $94K | 0.7% | |
| Fidelity Capital & Income | Mutual Funds | — | $8K | $86K | 0.6% | |
| Fidelity Freedom 2055 Class K | Mutual Funds | — | $5K | $83K | 0.6% | |
| Fidelity International Index 855 | Mutual Funds | — | — | $46K | 0.3% | |
| Fidelity Extended Market Index 450 | Mutual Funds | — | — | $39K | 0.3% | |
| Fidelity Freedom 2060 Class K | Mutual Funds | — | $2K | $36K | 0.3% | |
| Fidelity Freedom 2015 Class K 533 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom 2010 Class K 438 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom Income Class K 546 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom 2065 Class K 296 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
