Matthew Sockrider signed Branchpattern, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Branchpattern, Inc.'s EIN is 47-0751360.
Download the official 2024 Form 5500 (PDF) for Branchpattern, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Branchpattern, 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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.2M | 16.7% | |
| Vanguard Tgt Rmt 2050 Inv Fund Mutual Funds | Mutual Funds | — | — | $2.4M | 12.6% | |
| Vanguard Tgt Rmt 2040 Inv Fund Mutual Funds | Mutual Funds | — | — | $2.0M | 10.6% | |
| Vanguard Info Tech Idx Adm Fd Mutual Funds | Common Collective Trusts | — | — | $2.0M | 10.4% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $1.2M | 6.4% | |
| Vanguard Sm Cap Index Adm Fund Mutual Funds | Mutual Funds | — | — | $965K | 5.0% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $824K | 4.3% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $812K | 4.2% | |
| Vanguard Tgt Rmt 2060 Inv Fund Mutual Funds | Mutual Funds | — | — | $612K | 3.2% | |
| Vanguard Tgt Rmt 2030 Inv Fund Mutual Funds | Mutual Funds | — | — | $606K | 3.1% | |
| American Funds Newsprsp R6 Fd Mutual Funds | Mutual Funds | — | — | $511K | 2.7% | |
| American Funds Amer Bal R6 Fd Mutual Funds | Mutual Funds | — | — | $506K | 2.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $369K | 1.9% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $353K | 1.8% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $344K | 1.8% | |
| American Funds Europacific Grt R6 Fd Mutual Funds | Mutual Funds | — | — | $343K | 1.8% | |
| Vanguard Ttl Intl Stk Idx Adm Fd Mutual Funds | Common Collective Trusts | — | — | $264K | 1.4% | |
| Invesco Comstock RF Fd Mutual Funds | Mutual Funds | — | — | $226K | 1.2% | |
| Vanguard Tgt Rmt Inc Inv Fd Mutual Funds | Mutual Funds | — | — | $216K | 1.1% | |
| Vanguard Mid Cap Index Adm Fd Mutual Funds | Mutual Funds | — | — | $183K | 1.0% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $170K | 0.9% | |
| Vanguard Tgt Rmt 2020 Inv Fund Mutual Funds | Mutual Funds | — | — | $157K | 0.8% | |
| Maturing through 2038; interest rates *Notes receivable from participants of 4.25% to 9.50% | Bonds / Notes | — | — | $154K | 0.8% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $151K | 0.8% | |
| Vanguard FTSE Soc Idx Adm Fd Mutual Funds | Common Collective Trusts | — | — | $67K | 0.3% | |
| Borwn Advisory Sust Grw I Fd Mutual Funds | Other securities | — | — | $31K | 0.2% | |
| Parnassus Core Equity I Fund Mutual Funds | Other securities | — | — | $27K | 0.1% | |
| Nuveen Core Impact Bond R6 Fd Mutual Funds | U.S. Treasuries | — | — | $19K | 0.1% | |
| Calvert International Response Indx R6 Fd Mutual Funds | Other securities | — | — | $18K | <0.1% | |
| Vanguard Tgt Rmt 2070 Inv Fund Mutual Funds | Mutual Funds | — | — | $17K | <0.1% | |
| GALLIARD STABLE RETURN PI SEI TRUST COMPANY · EIN 82-6652363 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
