Renee Oswandel signed Brooks Kushman P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brooks Kushman P.C.'s EIN is 38-3085676.
Download the official 2024 Form 5500 (PDF) for Brooks Kushman P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brooks Kushman P.C.'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 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH CONSULTING SERVICES. | 13-5674085 | — | BROKER | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RET BLEND 2035 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $12.8M | 16.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $11.9M | 15.7% | |
| TRP RET BLEND 2040 A T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $8.9M | 11.7% | |
| TRP RET BLEND 2020 A T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $4.4M | 5.7% | |
| TRP RET BLEND 2045 A T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $4.0M | 5.2% | |
| TRP RET BLEND 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.9% | |
| PIMCO Income Fund | Mutual Funds | — | — | $3.5M | 4.6% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $3.2M | 4.2% | |
| Pioneer Investments Pioneer Fundamental Growth Fund K | Other securities | — | — | $2.9M | 3.9% | |
| TRP RET BLEND 2050 A T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.8% | |
| Fidelity International Index | Mutual Funds | — | — | $2.2M | 2.9% | |
| TRP RET BLEND 2030 A T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| TRP RET BLEND 2015 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.6% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.5M | 1.9% | |
| American Funds AF New World | Mutual Funds | — | — | $1.3M | 1.8% | |
| TRP RET BLEND 2055 A T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| Akre Focus Fund Institutional | Other securities | — | — | $1.2M | 1.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $981K | 1.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $918K | 1.2% | |
| BlackRock iShares U.S. Aggregate Bond Index Fund K | Common Collective Trusts | — | — | $816K | 1.1% | |
| AllianceBernstein AB Small Cap Growth Portfolio | Other securities | — | — | $751K | 1.0% | |
| Franklin Templeton BW Global Opportunities Bond Fund IS | Mutual Funds | — | — | $739K | 1.0% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $539K | 0.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $518K | 0.7% | |
| JPMorgan JPM Core Bond | Other securities | — | — | $403K | 0.5% | |
| Carillon Scout Mid Cap Fund | Other securities | — | — | $278K | 0.4% | |
| TRP RET BLEND 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $246K | 0.3% | |
| TRP RET BLEND 2010 A T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $115K | 0.2% | |
| TRP RET BLEND 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $31K | <0.1% | |
| TRP RET BLEND 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
