KIM Murdie signed Brown Distributing Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown Distributing Company, LLC's EIN is 54-0568406.
Download the official 2024 Form 5500 (PDF) for Brown Distributing Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown Distributing Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $62K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $12K | — |
| ASCENSUS HOLDINGS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $9K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan US Large Cap Growth Fund R6 | Other securities | — | — | $2.2M | 18.3% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $1.6M | 13.8% | |
| Invesco Comstock Fund Class R6 | Mutual Funds | — | — | $1.2M | 9.8% | |
| Vanguard Retirement 2050 Fund | Mutual Funds | — | — | $1.0M | 8.6% | |
| Allspring Core Bond Fund Class R6 | Other securities | — | — | $501K | 4.2% | |
| MFS International Intrinsic Value Fund Class R6 | Mutual Funds | — | — | $491K | 4.1% | |
| DFA US Small Cap Fund | Mutual Funds | — | — | $480K | 4.0% | |
| Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $451K | 3.8% | |
| Vanguard Retirement Income Fund | Mutual Funds | — | — | $402K | 3.4% | |
| Janus Henderson Overseas Fund Class N | Mutual Funds | — | — | $397K | 3.3% | |
| Vanguard Retirement 2045 Fund | Mutual Funds | — | — | $299K | 2.5% | |
| Vanguard Retirement 2055 Fund | Mutual Funds | — | — | $289K | 2.4% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $286K | 2.4% | |
| Fidelity Emerging Markets Fund Class K | Mutual Funds | — | — | $256K | 2.2% | |
| Participant loans*** Interest-bearing 4.25% to 9.50% - maturing through March 2031 | Bonds / Notes | — | — | $242K | 2.0% | |
| Vanguard Retirement 2035 Fund | Mutual Funds | — | — | $241K | 2.0% | |
| Vanguard Retirement 2060 Fund | Mutual Funds | — | — | $238K | 2.0% | |
| BNY Mellon International Bond Fund | Other securities | — | — | $170K | 1.4% | |
| Vanguard Retirement 2040 Fund | Mutual Funds | — | — | $162K | 1.4% | |
| Vanguard Retirement 2070 Fund 354 Virtus DP Real Estate Securities R6 | Mutual Funds | — | — | $143K | 1.2% | |
| GALLIARD STABLE RETURN FUND M WELLS FARGO MUTUAL FUNDS · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $130K | 1.1% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $97K | 0.8% | |
| Vanguard Retirement 2020 Fund | Mutual Funds | — | — | $91K | 0.8% | |
| Vanguard Retirement 2065 Fund | Mutual Funds | — | — | $89K | 0.7% | |
| Vanguard Retirement 2025 Fund | Mutual Funds | — | — | $87K | 0.7% | |
| Vanguard Retirement 2030 Fund | Mutual Funds | — | — | $84K | 0.7% | |
| Goldman Sachs Inflation Protected Bond Fund | Other securities | — | — | $83K | 0.7% | |
| RT METLIFE 25053 EQ RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $64K | 0.5% | |
| Clearbridge Mid Cap Growth Fund | Other securities | — | — | $58K | 0.5% | |
| Columbia Mid Cap Blend Fund | Other securities | — | — | $46K | 0.4% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Allspring Special Midcap Value Fund Class R6 | Other securities | — | — | $16K | 0.1% | |
| Fidelity Institutional Interest-bearing cash - 1 Vanguard Interest-bearing cash | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RECORDKEEPER |
| $175 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES LLC | — | MINNEAPOLIS, MN | BROKER ADVISOR | $0 | — |
