ISIS Battocletti signed Burrell Communications Group, LL's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burrell Communications Group, LL's EIN is 36-4297766.
Download the official 2024 Form 5500 (PDF) for Burrell Communications Group, LL from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burrell Communications Group, LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.7M | 19.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $936K | 10.5% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $872K | 9.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $787K | 8.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $586K | 6.6% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $565K | 6.3% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $448K | 5.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $427K | 4.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $418K | 4.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $386K | 4.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $385K | 4.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $316K | 3.5% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $261K | 2.9% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $260K | 2.9% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $95K | 1.1% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $55K | 0.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $50K | 0.6% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $41K | 0.5% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $35K | 0.4% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $34K | 0.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $32K | 0.4% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $30K | 0.3% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $28K | 0.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $20K | 0.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $16K | 0.2% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $32K |
| — |
