Shirley Horner signed Business for Social Responsibili's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Business for Social Responsibili's EIN is 52-1764268.
Download the official 2024 Form 5500 (PDF) for Business for Social Responsibili from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Business for Social Responsibili'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $26K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PORTICO WEALTH ADVISORS, LLC | 27-1799818 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CALVERT BOND FUND R6 | Registered Investment Companies | — | — | $1.9M | 14.9% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $1.8M | 14.3% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $1.5M | 11.8% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $1.1M | 8.4% | |
| DFA EMG MKT SUST COR 1 INSTL | Registered Investment Companies | — | — | $1.1M | 8.3% | |
| CAL US MC CORE RESP IDX I | Registered Investment Companies | — | — | $980K | 7.7% | |
| CALVERT SMALL CAP FUND I | Registered Investment Companies | — | — | $646K | 5.1% | |
| ARIEL FUND | Registered Investment Companies | — | — | $631K | 5.0% | |
| CALVERT INTERNATIONAL EQUITY I | Registered Investment Companies | — | — | $598K | 4.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $520K | 4.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $305K | 2.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $271K | 2.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $267K | 2.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $212K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $165K | 1.3% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $155K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $118K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $114K | 0.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $110K | 0.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $64K | 0.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $60K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $44K | 0.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $38K | 0.3% | |
| FID US BOND IND | Registered Investment Companies | — | — | $37K | 0.3% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $16K | 0.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $13K | 0.1% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $4K | <0.1% | |
| DIMENSIONAL GL AL 60 40 PORT I | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $2K | <0.1% | |
| DIMENSIONAL GL AL 25 75 PORT I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $41K |
| — |
