Brezny Weening signed The Select Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Select Group, LLC's EIN is 52-2329531.
Download the official 2024 Form 5500 (PDF) for The Select Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Select Group, LLC's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $45K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 Index Mutual Fund | Common Collective Trusts | — | — | $7.3M | 16.9% | |
| FID Fdm Idx 2055 Ipr Mutual Fund | Common Collective Trusts | — | — | $6.5M | 15.0% | |
| FID Fdm Idx 2060 Ipr Mutual Fund | Common Collective Trusts | — | — | $5.1M | 11.8% | |
| FID Fdm Idx 2050 Ipr Mutual Fund | Common Collective Trusts | — | — | $3.9M | 9.1% | |
| FID Fdm Idx 2045 Ipr Mutual Fund | Common Collective Trusts | — | — | $3.2M | 7.3% | |
| FID Fdm Idx 2040 Ipr Mutual Fund | Common Collective Trusts | — | — | $2.6M | 5.9% | |
| TRP Blue Chip Grth Mutual Fund | Other securities | — | — | $2.5M | 5.8% | |
| FID Fdm Idx 2035 Ipr Mutual Fund | Common Collective Trusts | — | — | $2.1M | 4.8% | |
| FID Fdm Idx 2030 Ipr Mutual Fund | Common Collective Trusts | — | — | $1.2M | 2.8% | |
| Vang Equity Inc Adm Mutual Fund | Common Stocks | — | — | $1.2M | 2.8% | |
| FID Intl Index Mutual Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| FID Extd Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $801K | 1.9% | |
| FID Fdm Idx 2065 Ipr Mutual Fund | Common Collective Trusts | — | — | $672K | 1.6% | |
| FID Fdm Idx 2025 Ipr Mutual Fund | Common Collective Trusts | — | — | $614K | 1.4% | |
| FID Total Bond K6 Mutual Fund | Mutual Funds | — | — | $590K | 1.4% | |
| DFA Us Target Val I Mutual Fund | Mutual Funds | — | — | $480K | 1.1% | |
| FID Govt Mmrk Prm Mutual Fund | Mutual Funds | — | — | $411K | 1.0% | |
| AS Spl Mid Cp Val Is Mutual Fund | Other securities | — | — | $398K | 0.9% | |
| Jpm Emrg Mkts Eq R6 Mutual Fund | Other securities | — | — | $338K | 0.8% | |
| Baron Growth Inst Mutual Fund | Other securities | — | — | $332K | 0.8% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $329K | 0.8% | |
| Blkrk High Yld K Mutual Fund | Other securities | — | — | $260K | 0.6% | |
| Baron Discovery Inst Mutual Fund | Other securities | — | — | $203K | 0.5% | |
| Vang Wellesley Adm Mutual Fund | Other securities | — | — | $181K | 0.4% | |
| Vang St Treasury Adm Mutual Fund | Other securities | — | — | $180K | 0.4% | |
| FID Fdm Idx 2020 Ipr Mutual Fund | Common Collective Trusts | — | — | $164K | 0.4% | |
| FID Real Estate Idx Mutual Fund | Common Collective Trusts | — | — | $159K | 0.4% | |
| VT Intl Sm Cap Y Mutual Fund | Other securities | — | — | $142K | 0.3% | |
| FID Fdm Idx 2015 Ipr Mutual Fund | Common Collective Trusts | — | — | $116K | 0.3% | |
| Vang Emrg Mkt Bd Adm Mutual Fund | Other securities | — | — | $85K | 0.2% | |
| C&S Real Estate Z Mutual Fund | Other securities | — | — | $61K | 0.1% | |
| FID Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $23K | <0.1% | |
| FID Fdm Idx Inc Ipr Mutual Fund ** 200 * FID Fdm Idx 2010 Ipr Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $12K |
| — |
