Matthew Sockrider signed Branchpattern's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Branchpattern's EIN is 47-0751360.
Download the official 2024 Form 5500 (PDF) for Branchpattern from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Branchpattern's plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNION BANK & TRUST COMPANY | — | LINCOLN, NE | NONE | $420 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BranchPattern, Inc. | Common Stocks | — | $5.3M | $7.7M | 80.9% | |
| Vanguard 500 Index Admiral Shares | Common Collective Trusts | — | $683K | $890K | 9.4% | |
| Federated Hermes U.S. Treasury Cash Reserves | Cash / Money Market | — | $299K | $299K | 3.2% | |
| Vanguard Target 2050 Fund | Mutual Funds | — | $203K | $211K | 2.2% | |
| Vanguard Target 2035 Fund | Mutual Funds | — | $97K | $97K | 1.0% | |
| Vanguard Target 2060 Fund | Mutual Funds | — | $86K | $84K | 0.9% | |
| Vanguard Target 2055 Fund | Mutual Funds | — | $49K | $55K | 0.6% | |
| Vanguard Target 2040 Fund | Mutual Funds | — | $51K | $51K | 0.5% | |
| Vanguard Target 2025 Fund | Mutual Funds | — | $46K | $47K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
