Andrea Westart signed Brewer Science, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brewer Science, Inc.'s EIN is 43-1240668.
Download the official 2024 Form 5500 (PDF) for Brewer Science, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brewer Science, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | 43-1685158 | — | ADVISOR | $73K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $13.4M | 18.2% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $12.6M | 17.1% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $6.7M | 9.0% | |
| American Funds Target Date Retirement 2025 R6 | Mutual Funds | — | — | $4.6M | 6.3% | |
| International Strategic Equity - Institutional | Other securities | — | — | $4.4M | 6.0% | |
| Emerald Growth Fund Institutional | Other securities | — | — | $4.1M | 5.5% | |
| Payden Corporate Bond SI | Other securities | — | — | $3.7M | 5.0% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | — | $3.3M | 4.5% | |
| Undiscovered Managers Behavioral Value R6 | Other securities | — | — | $3.1M | 4.2% | |
| JP Morgan Mortgage Back Securities R6 | Other securities | — | — | $2.9M | 3.9% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $2.3M | 3.1% | |
| ALLSPRING SPL MID CAP VALUE CIT E2 SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $2.0M | 2.8% | |
| American Funds Target Date Retirement 2040 R6 | Mutual Funds | — | — | $2.0M | 2.7% | |
| American Funds Target Date Retirement 2030 R6 | Mutual Funds | — | — | $1.6M | 2.2% | |
| American Funds Target Date Retirement 2035 R6 | Mutual Funds | — | — | $1.3M | 1.8% | |
| American Funds Target Date Retirement 2050 R6 | Mutual Funds | — | — | $1.0M | 1.4% | |
| Artisan High Income Fund Institutional Shares | Other securities | — | — | $1.0M | 1.4% | |
| RBC Emerging Markets Equity R6 | Other securities | — | — | $818K | 1.1% | |
| American Funds Target Date Retirement 2055 R6 | Mutual Funds | — | — | $786K | 1.1% | |
| American Funds Target Date Retirement 2060 R6 | Mutual Funds | — | — | $477K | 0.6% | |
| Notes Receivable From Participants - (Interest rates ranging from 4.25% to 9.50%, and maturing through August 2033) | Bonds / Notes | — | — | $317K | 0.4% | |
| American Funds Target Date Retirement 2065 R6 | Mutual Funds | — | — | $263K | 0.4% | |
| American Funds Target Date Retirement 2045 R6 | Mutual Funds | — | — | $207K | 0.3% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $160K | 0.2% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $150K | 0.2% | |
| American Funds Target Date Retirement 2015 R6 | Mutual Funds | — | — | $136K | 0.2% | |
| American Funds Target Date Retirement 2020 R6 | Mutual Funds | — | — | $34K | <0.1% | |
| Fidelity Global Ex US Index Instl Prem | Mutual Funds | — | — | $17K | <0.1% | |
| American Funds Target Date Retirement 2010 R6 | Mutual Funds | — | — | $2K | <0.1% | |
| CARILLON EAGLE MID CAP GROWTH CIT CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $35K | — |
