Matt Wise signed The Branch Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Branch Group Inc.'s EIN is 54-6047677.
Download the official 2024 Form 5500 (PDF) for The Branch Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Branch Group Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $127K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in employer securities] | Other | — | — | $88.9M | 70.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.9M | 24.5% | |
| [Assets held in common collective trust] | Other | — | — | $5.7M | 4.5% | |
| PRINCIPAL/BLACKROCK S & P INDEX FUN PRINCIPAL · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| PRINCIPAL STABLE RETURN F FUND PRINCIPAL · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.8% | |
| [Assets held in participant loans] | Other | — | — | $857K | 0.7% | |
| PRINCIPAL/BLACKROCK RLSS 2000 IDX N PRINCIPAL · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $789K | 0.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $20K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TI TRUST SERVICES | 20-1171923 | — | TRUSTEE | $0 | — |
