Nathan Warren signed Bradford Products, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bradford Products, LLC's EIN is 56-2014893.
Download the official 2024 Form 5500 (PDF) for Bradford Products, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bradford Products, LLC'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 | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $973K | 9.2% | |
| Vanguard Target Retire 2025 Mutual Fund | Mutual Funds | — | — | $970K | 9.2% | |
| Fidelity Large Cap Growth Index Mutual Fund | Mutual Funds | — | — | $911K | 8.6% | |
| Vanguard Target Retire 2035 Mutual Fund | Mutual Funds | — | — | $859K | 8.2% | |
| Blackrock Global Allocation Ins Mutual Fund | Registered Investment Companies | — | — | $729K | 6.9% | |
| Invesco Gold & Spec MinR6 Mutual Fund | Mutual Funds | — | — | $725K | 6.9% | |
| PIMCO Total Return Fund Mutual Fund | Mutual Funds | — | — | $609K | 5.8% | |
| Fidelity Large Cap Value Index Mutual Fund | Mutual Funds | — | — | $607K | 5.8% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $518K | 4.9% | |
| Vanguard Div Growth Mutual Fund | Mutual Funds | — | — | $421K | 4.0% | |
| Fidelity Emerging Markets Index Mutual Fund | Mutual Funds | — | — | $280K | 2.7% | |
| Vanguard Treasure Money Market Mutual Fund | Mutual Funds | — | — | $270K | 2.6% | |
| Amerifunds Small Cap World R6 Mutual Fund | Other securities | — | — | $235K | 2.2% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $235K | 2.2% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $209K | 2.0% | |
| Notes receivable from participants Interest rate on outstanding loans 5.25%-10.50% | Bonds / Notes | — | — | $186K | 1.8% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $182K | 1.7% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $149K | 1.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $149K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $55K | 0.5% | |
| Vanguard Target RetireInc Mutual Fund | Mutual Funds | — | — | $55K | 0.5% | |
| Vanguard Target Retire 2065 Mutual Fund | Mutual Funds | — | — | $44K | 0.4% | |
| Vanguard Target Retire 2055 Mutual Fund | Mutual Funds | — | — | $38K | 0.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $37K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $19K | 0.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $13K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
