Andrew Branam signed Belgioioso Cheese, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Belgioioso Cheese, Inc.'s EIN is 39-1324847.
Download the official 2024 Form 5500 (PDF) for Belgioioso Cheese, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belgioioso Cheese, 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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $309K | — |
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 RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $31.6M | 16.6% | |
| VANGUARD RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $21.2M | 11.1% | |
| VANGUARD RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $16.5M | 8.7% | |
| VANGUARD RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $14.5M | 7.6% | |
| VANGUARD RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $13.3M | 7.0% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $12.5M | 6.5% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $9.0M | 4.7% | |
| VANGUARD RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $8.0M | 4.2% | |
| VANGUARD RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $7.5M | 3.9% | |
| Washington Mutual Investors Fund | Other securities | — | — | $5.9M | 3.1% | |
| VANGUARD RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $4.3M | 2.3% | |
| Virtus Ceredex Mid-Cap Value | Other securities | — | — | $4.2M | 2.2% | |
| Goldman Sachs Mid Cap Growth | Other securities | — | — | $3.6M | 1.9% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $3.2M | 1.7% | |
| Vanguard Mid-Cap Index | Mutual Funds | — | — | $2.9M | 1.5% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $2.7M | 1.4% | |
| Wasatch Small Cap Growth | Other securities | — | — | $2.4M | 1.3% | |
| VANGUARD RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.1% | |
| Royce Small-Cap Fund | Other securities | — | — | $2.0M | 1.0% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.0% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $1.6M | 0.8% | |
| ASSOCIATED SHORT TERM BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6204063 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| VANGUARD RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| American Funds New World | Mutual Funds | — | — | $996K | 0.5% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $962K | 0.5% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $695K | 0.4% | |
| American Beacon Small Cap Value | Other securities | — | — | $576K | 0.3% | |
| VANGUARD RETIREMENT INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $529K | 0.3% | |
| Invesco Developing Markets | Mutual Funds | — | — | $360K | 0.2% | |
| VANGUARD RETIREMENT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $148K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
