David Gresham signed Ross & Baruzzini, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ross & Baruzzini, Inc.'s EIN is 43-0787438.
Download the official 2022 Form 5500 (PDF) for Ross & Baruzzini, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Ross & Baruzzini, 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 |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | — | BALTIMORE, MD | NONE | $104K | — |
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $70K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CUNA Mutual Guaranteed Account Guaranteed Investment Account | Other securities | — | — | $3.6M | 11.3% | |
| iShares Core Growth Allocation ETF Exchange Traded Fund | Other securities | — | — | $3.6M | 11.2% | |
| iShares S&P 500 Growth Index Exchange Traded Fund | Common Collective Trusts | — | — | $3.0M | 9.1% | |
| iShares S&P 500 Value Index Exchange Traded Fund | Common Collective Trusts | — | — | $2.5M | 7.8% | |
| iShares Core Moderate Allocation ETF Exchange Traded Fund | Other securities | — | — | $2.5M | 7.6% | |
| iShares MSCI EAFE Fund Exchange Traded Fund | Other securities | — | — | $2.1M | 6.7% | |
| Vanguard Total Stock Market ETF Exchange Traded Fund | Mutual Funds | — | — | $2.0M | 6.3% | |
| Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund | Mutual Funds | — | — | $1.3M | 4.2% | |
| iShares U.S. Aggregate Bond Exchange Traded Fund | Other securities | — | — | $1.3M | 4.1% | |
| Vanguard Information Technology ETF Exchange Traded Fund | Mutual Funds | — | — | $1.2M | 3.8% | |
| iShares S&P Mid-Cap 400 Growth Index Fund Exchange Traded Fund | Common Collective Trusts | — | — | $1.1M | 3.3% | |
| iShares S&P Mid-Cap 400 Value Index Exchange Traded Fund | Other securities | — | — | $1.1M | 3.3% | |
| iShares S&P Small-Cap 600 Growth Exchange Traded Fund | Other securities | — | — | $1.0M | 3.2% | |
| Vanguard FTSE Emerging Markets ETF Exchange Traded Fund | Mutual Funds | — | — | $902K | 2.8% | |
| iShares DJ Energy SC Exchange Traded Fund | Other securities | — | — | $800K | 2.5% | |
| iShares S&P Small-Cap 600 Value Exchange Traded Fund | Other securities | — | — | $684K | 2.1% | |
| Vanguard Healthcare Vipers ETF Exchange Traded Fund | Mutual Funds | — | — | $456K | 1.4% | |
| Vanguard Total International Bond ETF Exchange Traded Fund | Mutual Funds | — | — | $448K | 1.4% | |
| Vanguard High-Yield Corporate INV Mutual Fund | Mutual Funds | — | — | $421K | 1.3% | |
| iShares DJ U.S. Utilities Sector Index Fund Exchange Traded Fund | Common Collective Trusts | — | — | $419K | 1.3% | |
| iShares iBoxx Investment Grade Corporate Bond Exchange Traded Fund | Other securities | — | — | $370K | 1.1% | |
| Notes receivable from participants maturing through August 2027 - | Other securities | — | — | $232K | 0.7% | |
| Vanguard Intermediate-Term Government Bond ETF Exchange Traded Fund | U.S. Treasuries | — | — | $193K | 0.6% | |
| Vanguard International Growth Admiral Mutual Fund | Mutual Funds | — | — | $188K | 0.6% | |
| iShares MSCI EAFE Small-Cap Exchange Traded Fund | Other securities | — | — | $186K | 0.6% | |
| iShares S&P 500 Conservative Allocation Fund Exchange Traded Fund | Common Collective Trusts | — | — | $152K | 0.5% | |
| iShares TIPS Bond ETF Exchange Traded Fund | Other securities | — | — | $140K | 0.4% | |
| SPDR DJ Global Real Estate ETF Exchange Traded Fund | Other securities | — | — | $81K | 0.2% | |
| Vanguard Federal Money Market Fund Money Market Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
