John Schmitt signed Brunk Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brunk Industries, Inc.'s EIN is 39-1022662.
Download the official 2024 Form 5500 (PDF) for Brunk Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brunk Industries, 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 |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $5.8M | 20.3% | |
| Vanguard Funds Developed Markets Index Fund | Common Collective Trusts | — | — | $2.8M | 9.9% | |
| Vanguard Funds Mid-Cap Index Fund | Common Collective Trusts | — | — | $2.1M | 7.5% | |
| Avantis Investors U.S. Equity Institutional Fund | Other securities | — | — | $1.5M | 5.2% | |
| Vanguard Funds Real Estate Index Fund | Common Collective Trusts | — | — | $1.3M | 4.7% | |
| Avantis Investors Emerging Markets Equity Fund | Other securities | — | — | $1.3M | 4.5% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.2M | 4.4% | |
| Vanguard Funds Small-Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 4.3% | |
| Vanguard Funds Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $1.2M | 4.2% | |
| Vanguard Funds Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $1.2M | 4.2% | |
| Avantis Investors U.S. Small Cap Value Fund | Mutual Funds | — | — | $1.2M | 4.1% | |
| Dimensional Fund Advisors International Core Equity Portfolio | Mutual Funds | — | — | $1.0M | 3.7% | |
| Avantis Investors International Small Cap Value Fund | Other securities | — | — | $879K | 3.1% | |
| Dimensional Fund Advisors Investment Grade Portfolio | Mutual Funds | — | — | $876K | 3.1% | |
| Interest-bearing cash * American Trust Company Demand Deposit Account | Cash / Money Market | — | — | $705K | 2.5% | |
| Vanguard Funds Target Retirement 2035 Fund | Mutual Funds | — | — | $638K | 2.2% | |
| Vanguard Funds Target Retirement 2040 Fund | Mutual Funds | — | — | $503K | 1.8% | |
| Participants Notes receivable from participants - various repayment schedules through May 2031, interest rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $460K | 1.6% | |
| Vanguard Funds Target Retirement 2045 Fund | Mutual Funds | — | — | $437K | 1.5% | |
| Vanguard Funds Target Retirement 2055 Fund | Mutual Funds | — | — | $420K | 1.5% | |
| Vanguard Funds Target Retirement 2030 Fund | Mutual Funds | — | — | $390K | 1.4% | |
| Dimensional Fund Advisors Inflation Protected Securities Portfolio | Mutual Funds | — | — | $383K | 1.3% | |
| Vanguard Funds Target Retirement 2065 Fund | Mutual Funds | — | — | $297K | 1.0% | |
| Vanguard Funds Target Retirement 2020 Fund | Mutual Funds | — | — | $178K | 0.6% | |
| Vanguard Funds Target Retirement 2050 Fund | Mutual Funds | — | — | $137K | 0.5% | |
| Vanguard Funds Target Retirement 2060 Fund | Mutual Funds | — | — | $96K | 0.3% | |
| Vanguard Funds Target Retirement Income Fund | Mutual Funds | — | — | $44K | 0.2% | |
| Vanguard Funds Target Retirement 2025 Fund | Mutual Funds | — | — | $33K | 0.1% | |
| Vanguard Funds Target Retirement 2070 Fund | Mutual Funds | — | — | $30K | 0.1% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $23K | <0.1% | |
| Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $8K | <0.1% | |
| Fidelity Small Cap Growth Index Fund | Common Collective Trusts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
