James Chambers signed BRAD McMillin, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BRAD McMillin, Inc.'s EIN is 37-1224552.
Download the official 2022 Form 5500 (PDF) for BRAD McMillin, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)BRAD McMillin, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES INSURANCE GROUP INC | 59-1199408 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Wilmington MyWayRetirement Index 2060 | Other securities | — | — | $1.3M | 76.8% | |
| MYWAYRTMT IDX 2060 FUND WILMINGTON TRUST, N.A. · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $1.3M | 76.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $72K | 4.3% | |
| BlackRock Advisors, LLC BlackRock Equity Index Fund | Common Collective Trusts | — | — | $72K | 4.2% | |
| BLACKROCK EQTY INDX FD CLASS 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $72K | 4.2% | |
| BLACKROCK RUSS 2000 IDX CL R WILMINGTON TRUST · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $53K | 3.1% | |
| Capital Research and Management Co American Funds AMCAP R6 Fund | Mutual Funds | — | — | $41K | 2.4% | |
| Principal Life Insurance Company Global Dividend Income | Common Stocks | — | — | $21K | 1.2% | |
| PRIN GLOBAL DIV INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 134 | Pooled Separate Account | — | — | $21K | 1.2% | |
| DIAMOND HILL LC PORT CLASS 55 WILMINGTON TRUST, N.A. · EIN 20-4705609 / PN 059 | Common Collective Trust | — | — | $19K | 1.1% | |
| BlackRock Advisors, LLC BlackRock EASE Equity Index Class R Fund | Common Collective Trusts | — | — | $13K | 0.8% | |
| BLACKROCK EAFE EQ IDX CL R FD WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $13K | 0.8% | |
| Principal Life Insurance Company Principal Real Estate Securities Fund | Common Stocks | — | — | $10K | 0.6% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $10K | 0.6% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities I Fund | Mutual Funds | — | — | $10K | 0.6% | |
| INTERNATIONAL STOCK R1 FUND WILMINGTON TRUST · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $9K | 0.5% | |
| PIMCO Income Institutional Fund | Mutual Funds | — | — | $8K | 0.5% | |
| Capital Research and Management Co American Funds New World R6 Fund | Mutual Funds | — | — | $8K | 0.5% | |
| PRINCIPAL STABLE VALUE SGNTURE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4K | 0.2% | |
| Wilmington MyWayRetirement Index 2035 | Other securities | — | — | $3K | 0.2% | |
| MYWAYRTMT IDX 2035 FUND WILMINGTON TRUST, N.A. · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $3K | 0.2% | |
| Wilmington MyWayRetirement Index 2030 | Other securities | — | — | $2K | 0.1% | |
| MYWAYRTMT IDX 2030 FUND WILMINGTON TRUST, N.A. · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $2K | 0.1% | |
| Wilmington MyWayRetirement Index 2050 | Other securities | — | — | $2K | 0.1% | |
| MYWAYRTMT IDX 2050 FUND WILMINGTON TRUST, N.A. · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $2K | 0.1% | |
| Wilmington MyWayRetirement Index 2055 | Other securities | — | — | $2K | <0.1% | |
| MYWAYRTMT IDX 2055 FUND WILMINGTON TRUST, N.A. · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $2K | <0.1% | |
| Wilmington MyWayRetirement Index 2040 ** 311 Wilmington MyWayRetirement Index 2045 | Other securities | — | — | $1K | <0.1% | |
| MYWAYRTMT IDX 2045 FUND WILMINGTON TRUST, N.A. · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $1K | <0.1% | |
| Principal Life Insurance Company AB/Brown Emerald SmallCap Growth I | Common Stocks | — | — | $1K | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1K | <0.1% | |
| Victory Capital Management Victory Integrated SmallCap Value R6 Fund | Other securities | — | — | $1K | <0.1% | |
| Wilmington MyWayRetirement Index Income ** 178 Wilmington MyWayRetirement Index 2025 | Other securities | — | — | $1K | <0.1% | |
| MYWAYRTMT IDX 2025 FUND WILMINGTON TRUST, N.A. · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $1K | <0.1% | |
| MYWAYRTMT IDX 2040 FUND WILMINGTON TRUST, N.A. · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $310 | <0.1% | |
| MYWAYRTMT IDX RETIREMENT FD WILMINGTON TRUST, N.A. · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $177 | <0.1% | |
| PRIN LIFETIME HY 2050 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN INTL EMERG MARKETS SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2045 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2055 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN EQUITY INCOME SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN BLUE CHIP SA-R1 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2035 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2030 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2060 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2025 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z115 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
