JEAN Moloney signed Broadmead, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broadmead, Inc.'s EIN is 52-1056690.
Download the official 2024 Form 5500 (PDF) for Broadmead, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Broadmead, Inc.'s plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retirement 2025 Fund | Other securities | — | — | $2.6M | 22.9% | |
| State Street Target Retirement Inc. Fund | Common Stocks | — | — | $1.8M | 15.8% | |
| State Street Target Retirement 2035 Fund | Other securities | — | — | $1.7M | 14.5% | |
| State Street Target Retirement 2030 Fund | Other securities | — | — | $1.3M | 11.1% | |
| State Street Target Retirement 2040 Fund | Other securities | — | — | $1.2M | 10.3% | |
| Fidelity 500 Indec Fund | Mutual Funds | — | — | $692K | 6.0% | |
| State Street Target Retirement 2045 Fund | Other securities | — | — | $686K | 6.0% | |
| State Street Target Retirement 2050 Fund | Other securities | — | — | $292K | 2.5% | |
| Standard Insurance Company APEX Capital Preservation Income Fund | Common Stocks | — | — | $202K | 1.8% | |
| State Street Target Retirement 2055 Fund | Other securities | — | — | $179K | 1.6% | |
| LD ABBETT CORE BOND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $175K | 1.5% | |
| State Street Target Retirement 2060 Fund | Other securities | — | — | $162K | 1.4% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $101K | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $50K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $43K | 0.4% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 26-3783757 / PN 930 | Common Collective Trust | — | — | $42K | 0.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $29K | 0.3% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $22K | 0.2% | |
| State Street Target Retirement 2065 Fund | Other securities | — | — | $16K | 0.1% | |
| Fidelity US Sustainability Index Fund | Common Collective Trusts | — | — | $13K | 0.1% | |
| State Street Target Retirement 2020 Fund | Other securities | — | — | $9K | <0.1% | |
| PGIM High Yield Fund | Other securities | — | — | $8K | <0.1% | |
| Invesco Discovery MidCap Value Growth Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Principal MidCap Value Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
