Chris Schulte signed R.G. Brinkmann Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
R.G. Brinkmann Company's EIN is 43-1321222.
Download the official 2024 Form 5500 (PDF) for R.G. Brinkmann Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)R.G. Brinkmann Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP LLC | 20-1903821 | — | INVESTMENT ADVISORY | $61K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RTMT ADVOCATE MODERATE FUND TD AMERITRADE TRUST COMPANY · EIN 20-0937408 / PN 220 | Common Collective Trust | — | — | $12.2M | 26.0% | |
| RTMT ADVOCATE AGGRESSIVE FUND TD AMERITRADE TRUST COMPANY · EIN 20-0937408 / PN 222 | Common Collective Trust | — | — | $9.0M | 19.1% | |
| TD Ameritrade Trust Company Retirement Advocate Moderate Aggressive Fund | Common Stocks | — | — | $6.9M | 14.6% | |
| RTMT ADVOCATE MOD AGGRESS FD TD AMERITRADE TRUST COMPANY · EIN 20-0937408 / PN 221 | Common Collective Trust | — | — | $6.9M | 14.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.4M | 9.3% | |
| American Funds Growth Fund of America R6 Fund | Mutual Funds | — | — | $4.3M | 9.0% | |
| GALLIARD STABLE RETURN C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 3.5% | |
| Dodge & Cox- Stock Fund | Mutual Funds | — | — | $1.4M | 3.0% | |
| Macquarie Mid Cap Growth R6 Fund | Other securities | — | — | $1.3M | 2.7% | |
| T. Rowe Price QM US Small Cap Gross Equity Fund I | Other securities | — | — | $1.0M | 2.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $892K | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $733K | 1.6% | |
| J.P. Morgan Mid Cap Value L Fund | Other securities | — | — | $660K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $638K | 1.4% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $587K | 1.2% | |
| American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $430K | 0.9% | |
| American Beacon Small Cap Value R5 Fund | Other securities | — | — | $375K | 0.8% | |
| Harding Loevner Emerging Markets Advisor Fund | Other securities | — | — | $198K | 0.4% | |
| Notes Receivable From Participants | Other securities | — | — | $191K | 0.4% | |
| TD Ameritrade Trust Company Retirement Advocate Moderate Conservative Fund | Common Stocks | — | — | $74K | 0.2% | |
| RTMT ADVOCATE MOD CONSERV FD TD AMERITRADE TRUST COMPANY · EIN 20-0937408 / PN 219 | Common Collective Trust | — | — | $74K | 0.2% | |
| RTMT ADVOCATE CONSERVATIVE FD TD AMERITRADE TRUST COMPANY · EIN 20-0937408 / PN 218 | Common Collective Trust | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
