Gloria Reed signed Brado Cuneo Nollau, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brado Cuneo Nollau, LLC's EIN is 43-1736767.
Download the official 2024 Form 5500 (PDF) for Brado Cuneo Nollau, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brado Cuneo Nollau, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $294 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisors Freedom 2050 Class A | Mutual Funds | — | — | $2.4M | 25.3% | |
| Fidelity Advisors Freedom 2045 Class A | Mutual Funds | — | — | $1.7M | 18.6% | |
| Fidelity Advisors Freedom 2055 Class A | Mutual Funds | — | — | $1.5M | 15.7% | |
| Fidelity Advisors Freedom 2040 Class A | Mutual Funds | — | — | $1.0M | 11.3% | |
| Fidelity Advisors Freedom 2060 Class A | Mutual Funds | — | — | $478K | 5.1% | |
| Fidelity Advisors Freedom 2035 Class A | Mutual Funds | — | — | $427K | 4.6% | |
| Fidelity Advisors Growth Opportunities Class A | Mutual Funds | — | — | $426K | 4.6% | |
| iShares S&P 500 Index Class A | Common Collective Trusts | — | — | $265K | 2.9% | |
| Fidelity Advisors Total Bond Fund Class A | Mutual Funds | — | — | $212K | 2.3% | |
| Fidelity Advisors Government Money Market | Mutual Funds | — | — | $162K | 1.7% | |
| iShares MSCI EAFE Int'l Index Fund Investor A | Common Collective Trusts | — | — | $145K | 1.6% | |
| iShares Russell Midcap Index Fund Class A | Common Collective Trusts | — | — | $128K | 1.4% | |
| BlackRock Advantage Small Cap Core Fund Investor A | Other securities | — | — | $77K | 0.8% | |
| Plan Participants | Other securities | — | — | $70K | 0.8% | |
| iShares Russell 2000 Small-Cap Index Fund Class A | Common Collective Trusts | — | — | $68K | 0.7% | |
| Fidelity Advisors Freedom 2030 Class A | Mutual Funds | — | — | $62K | 0.7% | |
| Fidelity Advisors Freedom 2065 Class A | Mutual Funds | — | — | $54K | 0.6% | |
| BlackRock High Yield Bond Institutional | Other securities | — | — | $44K | 0.5% | |
| Columbia Dividend Income Class A | Other securities | — | — | $28K | 0.3% | |
| Fidelity Advisors Focused Emerging Markets Fund Class A | Mutual Funds | — | — | $24K | 0.3% | |
| Touchstone Mid Cap Fund Class A | Other securities | — | — | $17K | 0.2% | |
| Invesco Core Bond Fund Class A | Mutual Funds | — | — | $14K | 0.2% | |
| T. Rowe Price Overseas Stock Fund | Other securities | — | — | $6K | <0.1% | |
| Invesco Real Estate R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisors Freedom 2025 Class A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
