Michael Tozier signed Brown-Wilbert, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown-Wilbert, Inc.'s EIN is 41-1821767.
Download the official 2024 Form 5500 (PDF) for Brown-Wilbert, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown-Wilbert, 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 | $20K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $194 | — |
| Name | EIN | Location | Relation |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIM RLPT Bl 2030 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $1.1M | 23.5% | |
| Voya Fixed Account 4450 N/A | Other securities | — | — | $862K | 18.2% | |
| PIM RLPT Bl 2060 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $618K | 13.1% | |
| PIM RLPT Bl 2025 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $391K | 8.3% | |
| PIM RLPT Bl 2040 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $383K | 8.1% | |
| Common Collective Trusts PIM REALPTH Bl Inc Co Tr P CIT N/A | Common Collective Trusts | — | — | $373K | 7.9% | |
| PIM RLPT Bl 2045 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $330K | 7.0% | |
| PIM RLPT Bl 2035 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $264K | 5.6% | |
| Key Guaranteed Portfolio * Fund N/A | Other securities | — | — | $198K | 4.2% | |
| PIM RLPT Bl 2050 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $130K | 2.8% | |
| Participant loans (maturing | Participant loans | — | — | $30K | 0.6% | |
| PIM RLPT Bl 2055 Coll Tr P CIT N/A | Common Collective Trusts | — | — | $21K | 0.4% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $5K | 0.1% | |
| PGIM US Real Estate Fund R6 N/A 660 Voya Gv Mny Mkt F A (Hld Acct) N/A | Other securities | — | — | $2K | <0.1% | |
| Alger Focus Equity Fund Y N/A | 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.
| Direct comp |
|---|
| Indirect comp |
|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSC 401K | — | MAPLE GROVE, MN | CONTRACT ADMIN | $1K | — |
| TAX SHELTERED COMPENSATION | — | MAPLE GROVE, MN | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | SERVICE PROVIDER | $0 | — |
