Michael Massaro signed Porte Brown LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Porte Brown LLC's EIN is 36-2663358.
Download the official 2024 Form 5500 (PDF) for Porte Brown LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Porte Brown 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC | 23-1945930 | MALVERN, PA | CUSTODIAL & RECORDKEEPER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $5.4M | 13.9% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $4.7M | 12.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $4.6M | 11.7% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $4.3M | 11.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $4.0M | 10.3% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $2.3M | 5.9% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $2.1M | 5.4% | |
| Fidelity Government Cash Reserves | Mutual Funds | — | — | $1.9M | 4.9% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.3M | 3.5% | |
| American Funds AMCAP R6 | Mutual Funds | — | — | $819K | 2.1% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $812K | 2.1% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $787K | 2.0% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $633K | 1.6% | |
| MFS Mid Cap Growth | Mutual Funds | — | — | $534K | 1.4% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $474K | 1.2% | |
| Vanguard LifeStrategy Consv Growth Inv | Mutual Funds | — | — | $422K | 1.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $313K | 0.8% | |
| Vanguard Windsor Adm | Mutual Funds | — | — | $230K | 0.6% | |
| Janus Henderson Triton N | Mutual Funds | — | — | $208K | 0.5% | |
| Vanguard LifeStrategy Moderate Gr Inv | Mutual Funds | — | — | $193K | 0.5% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $175K | 0.5% | |
| American Funds American High-Inc Tr R6 | Mutual Funds | — | — | $157K | 0.4% | |
| American Funds New World R6 | Mutual Funds | — | — | $155K | 0.4% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $128K | 0.3% | |
| American Funds Intl Growth & Income R6 | Mutual Funds | — | — | $121K | 0.3% | |
| dates through July 2028 - 0 - | Other securities | — | — | $106K | 0.3% | |
| Vanguard Target Retirement 2070 Inv 551 * Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $99K | 0.3% | |
| RELIANCE METLIFE STABLE VALUE RELIANCE METLIFE · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $65K | 0.2% | |
| American Century Real Estate R6 | Other securities | — | — | $58K | 0.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $54K | 0.1% | |
| Vanguard LifeStrategy Income Inv | Mutual Funds | — | — | $45K | 0.1% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $43K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
