Janice REDD signed Brady Trane Service, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brady Trane Service, Inc.'s EIN is 56-0863464.
Download the official 2022 Form 5500 (PDF) for Brady Trane Service, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Brady Trane Service, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal LifeTime Hybrid 2030 Fund I | Other securities | — | — | $7.6M | 17.7% | |
| Principal LifeTime Hybrid 2035 Fund I | Other securities | — | — | $5.4M | 12.5% | |
| Principal LifeTime Hybrid 2045 Fund I | Other securities | — | — | $4.1M | 9.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.7M | 8.5% | |
| Principal LifeTime Hybrid 2025 Fund I | Other securities | — | — | $3.6M | 8.4% | |
| Principal LifeTime Hybrid 2040 Fund I | Other securities | — | — | $3.4M | 8.0% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.9M | 6.7% | |
| Principal LifeTime Hybrid 2050 Fund I | Other securities | — | — | $2.0M | 4.7% | |
| LARGE CAP GRTH II R1 WILMINGTON TRUST, N.A · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.4M | 3.3% | |
| Principal LifeTime Hybrid 2055 Fund I | Other securities | — | — | $1.4M | 3.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.5% | |
| Principal LifeTime Hybrid 2060 Fund I | Other securities | — | — | $982K | 2.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $754K | 1.7% | |
| Principal LifeTime Hybrid 2020 Fund I | Other securities | — | — | $738K | 1.7% | |
| JP Morgan Equity Income Fund Class R6 | Other securities | — | — | $675K | 1.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $553K | 1.3% | |
| Janus Henderson Enterprise Fund Class N | Mutual Funds | — | — | $498K | 1.2% | |
| Participants notes 5.25% - 8.25% 2023 - 2027 | Bonds / Notes | — | — | $460K | 1.1% | |
| BR TOTAL RETURN 6 WILMINGTON TRUST, N.A · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $453K | 1.0% | |
| Allspring Special Mid Cap Value Fund Class R6 | Other securities | — | — | $283K | 0.7% | |
| Principal LifeTime Hybrid 2015 Fund I | Other securities | — | — | $254K | 0.6% | |
| American Funds EuroPac Growth Fund Class R6 | Mutual Funds | — | — | $205K | 0.5% | |
| Fidelity Advisors Small Cap Value Fund Class I | Mutual Funds | — | — | $200K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $184K | 0.4% | |
| Alger Small Cap Focus Fund Class Z | Other securities | — | — | $130K | 0.3% | |
| Principal Diversified Real Asset Fund Institutional Class | Other securities | — | — | $45K | 0.1% | |
| Principal LifeTime Hybrid Income Fund I | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
