Bryce McDermott signed Branco Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Branco Enterprises, Inc.'s EIN is 43-1090740.
Download the official 2024 Form 5500 (PDF) for Branco Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Branco Enterprises, 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $43K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $1.6M | 22.0% | |
| Fidelity Freedom Index 2030 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $901K | 12.5% | |
| Fidelity Freedom Index 2050 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $601K | 8.3% | |
| Fidelity Freedom Index 2020 Fund Value of Int in Regist Invest Co. 631 Fidelity Freedom Index 2025 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $589K | 8.1% | |
| Notes Receivable From Participants 4.25% - 9.50% Loans | Bonds / Notes | — | — | $477K | 6.6% | |
| Fidelity Freedom Index 2040 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $350K | 4.8% | |
| Fidelity Freedom Index 2045 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $320K | 4.4% | |
| Blackrock Russell 1000 Large-Cap Fund Value of Int in Regist Invest Co. | Common Collective Trusts | — | — | $259K | 3.6% | |
| Invesco Core Plus Bond Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $230K | 3.2% | |
| Alta Collective Trust American Innovation Fund Value of Int in Regist Invest Co. | Common Collective Trusts | — | — | $220K | 3.0% | |
| Wilmington Janus Henderson Developed World Bond Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $186K | 2.6% | |
| Fidelity Freedom Index 2055 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $112K | 1.5% | |
| Columbia Dividend Income Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $107K | 1.5% | |
| Fidelity Freedom Index 2015 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $97K | 1.3% | |
| Fidelity Freedom Index 2065 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $90K | 1.2% | |
| Fidelity Freedom Index 2060 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $89K | 1.2% | |
| iShares Russell 2000 Small-Cap Index Fund Value of Int in Regist Invest Co. | Common Collective Trusts | — | — | $80K | 1.1% | |
| iShares MSCI EAFE International Index Fund Value of Int in Regist Invest Co. | Common Collective Trusts | — | — | $76K | 1.1% | |
| Alerus Money Market Value of Int in Regist Invest Co. | Cash / Money Market | — | — | $71K | 1.0% | |
| American Century Mid Cap Value Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $61K | 0.8% | |
| iShares Russell Mid-Cap Index Fund Value of Int in Regist Invest Co. | Common Collective Trusts | — | — | $60K | 0.8% | |
| Invesco Discovery Mid Cap Growth Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $59K | 0.8% | |
| JPMorgan Emerging Markets Equity Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $38K | 0.5% | |
| DFA Real Estate Securities Portfolio Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $34K | 0.5% | |
| Janus Henderson Triton N Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $33K | 0.4% | |
| MFS International Growth Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $32K | 0.4% | |
| Janus Henderson Multi-Sector Income Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $30K | 0.4% | |
| Fidelity Index Income INSTL PREM Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $26K | 0.4% | |
| Blackrock U.S. Aggregate Bond Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $24K | 0.3% | |
| Fidelity Freedom Index 2010 Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $14K | 0.2% | |
| Undiscovered Mgrs Behavioral Val Fund Value of Int in Regist Invest Co. | Common Stocks | — | — | $5K | <0.1% | |
| Dimensional Inflation-Protected Fund Value of Int in Regist Invest Co. | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
