Polly Whitaker signed Burns & McDonnell Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burns & McDonnell Inc.'s EIN is 43-1393692.
Download the official 2024 Form 5500 (PDF) for Burns & McDonnell Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burns & McDonnell 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $616K | — |
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 | |||||
|---|---|---|---|---|---|---|
| US EQUITY INDEX J FUND BLACKROCK INST TRUST CO · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $630.2M | 30.5% | |
| VANGUARD TRGT RTMT 2045 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735972 / PN 001 | Common Collective Trust | — | — | $136.9M | 6.6% | |
| VANGUARD TRGT RTMT 2050 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735976 / PN 001 | Common Collective Trust | — | — | $136.3M | 6.6% | |
| VANGUARD TRGT RTMT 2055 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735978 / PN 001 | Common Collective Trust | — | — | $122.5M | 5.9% | |
| BLACKROCK MIDCP EQ INDEX M FD BLACKROCK INST TRUST CO · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $116.3M | 5.6% | |
| VANGUARD TRGT RTMT 2040 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735971 / PN 001 | Common Collective Trust | — | — | $106.7M | 5.2% | |
| VANGUARD TRGT RTMT 2035 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735965 / PN 001 | Common Collective Trust | — | — | $96.9M | 4.7% | |
| VANGUARD TRGT RTMT 2030 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735964 / PN 001 | Common Collective Trust | — | — | $75.5M | 3.7% | |
| Fidelity Small Cap Growth K6 Fund Registered investment company | Mutual Funds | — | — | $70.1M | 3.4% | |
| Dodge & Cox International Stock Fund Registered investment company | Mutual Funds | — | — | $68.1M | 3.3% | |
| VANGUARD TRGT RTMT 2060 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799736 / PN 001 | Common Collective Trust | — | — | $67.6M | 3.3% | |
| VANGUARD TRGT RTMT 2025 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735963 / PN 001 | Common Collective Trust | — | — | $56.7M | 2.7% | |
| Victory Sycamore Small Company Opp I Fund Registered investment company | Mutual Funds | — | — | $56.0M | 2.7% | |
| VANGUARD RET SAVINGS TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $54.6M | 2.6% | |
| Dodge & Cox Income X Fund Registered investment company | Mutual Funds | — | — | $53.2M | 2.6% | |
| T. Rowe Price International Disc I Fund Registered investment company | Common Stocks | — | — | $50.7M | 2.5% | |
| BLKROCK RUSSELL 2000 IDX M FD BLACKROCK INST TRUST CO · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $36.4M | 1.8% | |
| Vanguard Treasury Money Market Fund Registered investment company | Mutual Funds | — | — | $33.0M | 1.6% | |
| BLACKROCK US DEBT INDEX M FUND BLACKROCK INST TRUST CO · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $29.9M | 1.4% | |
| VANGUARD TRGT RTMT 2065 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6204383 / PN 001 | Common Collective Trust | — | — | $25.7M | 1.2% | |
| VANGUARD TRGT RTMT 2020 TR PLS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735899 / PN 001 | Common Collective Trust | — | — | $22.6M | 1.1% | |
| VANGUARD TRGT RTMT INC TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-0735883 / PN 001 | Common Collective Trust | — | — | $10.2M | 0.5% | |
| VANGUARD TAR RET 2070 TR PLUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.2% | |
| PIMCO International BD I Fund Registered investment company | Mutual Funds | — | — | $3.5M | 0.2% | |
| VANGUARD TARGET RTMT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TRGT RTMT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TRGT RTMT INC TRST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TAR RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / 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.
