VU TRAN signed Fisherbroyles, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fisherbroyles, LLP's EIN is 56-2332885.
Download the official 2024 Form 5500 (PDF) for Fisherbroyles, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fisherbroyles, LLP's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Registered Investment Company Fidelity 500 Index Fd | Common Collective Trusts | — | — | $2.4M | 16.1% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2035 Ins Pre | Common Collective Trusts | — | — | $2.1M | 14.1% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2045 Ins Pre | Common Collective Trusts | — | — | $1.7M | 11.1% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2030 Ins Pre | Common Collective Trusts | — | — | $1.3M | 8.6% | |
| JP Morgan Funds Registered Investment Company JP Morgan Large Cap GR Fd | Common Stocks | — | — | $1.0M | 6.6% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2020 Ins Pre | Common Collective Trusts | — | — | $979K | 6.5% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2040 Ins Pre | Common Collective Trusts | — | — | $891K | 5.9% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2025 Ins Pre | Common Collective Trusts | — | — | $872K | 5.8% | |
| Fidelity Investments Registered Investment Company Fidelity Mid Cp Index Fd | Mutual Funds | — | — | $637K | 4.2% | |
| The American Funds Registered Investment Company American Funds AmerMut Fd | Mutual Funds | — | — | $438K | 2.9% | |
| T. Rowe Price Funds Registered Investment Company T. Rowe Price SmCp Val I Fd | Common Stocks | — | — | $412K | 2.7% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2050 Ins Pre | Common Collective Trusts | — | — | $394K | 2.6% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2055 Ins Pre | Common Collective Trusts | — | — | $336K | 2.2% | |
| The American Funds Registered Investment Company Am Fds Bd Fd of Am Fd | Mutual Funds | — | — | $321K | 2.1% | |
| Fidelity Investments Registered Investment Company Fidelity International Idx Fd | Common Collective Trusts | — | — | $269K | 1.8% | |
| Schwab Funds Brokerage Account Self-Directed Brokerage Acct | Self-Directed Brokerage | — | — | $256K | 1.7% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2060 Ins Pre | Common Collective Trusts | — | — | $142K | 0.9% | |
| The American Funds Registered Investment Company American Funds NewWorld | Mutual Funds | — | — | $134K | 0.9% | |
| American Funds Service Company Registered Investment Company Am Funds Infla Linked Bd Fd - | Mutual Funds | — | — | $118K | 0.8% | |
| Participant Loans Maturities through 2040, Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $116K | 0.8% | |
| Lord Abbett Registered Investment Company Lord Abbett Sht Drtn Inc Fd | Mutual Funds | — | — | $92K | 0.6% | |
| PGIM Investments Registered Investment Company PGIM High Yield Fd | Common Stocks | — | — | $44K | 0.3% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx 2065 Ins Pre | Common Collective Trusts | — | — | $30K | 0.2% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $30K | 0.2% | |
| Cohen & Steers Registered Investment Company Cohen & Steers I Realty Sh Fd | Common Stocks | — | — | $24K | 0.2% | |
| Fidelity Investments Registered Investment Company Fidelity Frdm Idx Inc Ins Prem | Common Collective Trusts | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4777979 | — | CONTRACT ADMINISTRATOR | $28K | — |
