Lewis R. Brooks signed Brooks, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brooks, Inc.'s EIN is 39-0797227.
Download the official 2024 Form 5500 (PDF) for Brooks, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brooks, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Brooks Fund | Other securities | — | — | $20.7M | 83.7% | |
| Great-West Life & EI Fixed Account - Series Class VI | Other securities | — | — | $530K | 2.1% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $508K | 2.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $394K | 1.6% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $322K | 1.3% | |
| Harbor Capital Harbor Capital Appreciation Instl | Other securities | — | — | $311K | 1.3% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $310K | 1.3% | |
| T. Rowe Price T. Rowe Price Mid Cap Growth | Other securities | — | — | $256K | 1.0% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $249K | 1.0% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value | Other securities | — | — | $247K | 1.0% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $226K | 0.9% | |
| Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $178K | 0.7% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $173K | 0.7% | |
| Columbia Dividend Income Instl | Other securities | — | — | $60K | 0.2% | |
| Cohen & Steers Cohen & Steers U S Realty Fund Class P | Other securities | — | — | $56K | 0.2% | |
| Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $56K | 0.2% | |
| Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $55K | 0.2% | |
| Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $38K | 0.2% | |
| Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $27K | 0.1% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $16K | <0.1% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $14K | <0.1% | |
| Virtus Kar Virtus Kar Small-Cap Growth R6 | Other securities | — | — | $6K | <0.1% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
