William Pickel signed Brillant Corners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brillant Corners' EIN is 56-2379862.
Download the official 2024 Form 5500 (PDF) for Brillant Corners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brillant Corners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | 13-4109249 | — | INVESTMENT ADVISORY | $32K | — |
| LINCOLN FINANCIAL ADVISORS | — | — | INVESTMENT ADVISOR | $26K | — |
| NATIONWIDE | 31-4177100 | — | INVESTMENT ADVISOR | — | — |
| OSAIC FA INC | 35-1151034 | — | INVESTMENT ADVISOR | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 Fund - Class R6 | Mutual Funds | — | — | $1.9M | 11.0% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 | Mutual Funds | — | — | $1.6M | 9.3% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 | Mutual Funds | — | — | $1.5M | 8.7% | |
| Blackrock Blkrk 80/20 Trgtalloc Inst | Other securities | — | — | $1.1M | 6.6% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 | Mutual Funds | — | — | $1.0M | 5.9% | |
| Vanguard Vngrd Ttl Stmkt Indx Fd As | Mutual Funds | — | — | $788K | 4.6% | |
| Vanguard Vngrd Ttl Intlstkindx Adml | Mutual Funds | — | — | $742K | 4.3% | |
| Columbia Funds Col Emrg Mkt Bd Inst2 9 Doubleline Dbline Cor Fxd Inc I | Common Stocks | — | — | $732K | 4.3% | |
| Fidelity Investments Fid Us Bd Indx 392 Fidelity Investments Fid 500 Indx | Mutual Funds | — | — | $696K | 4.1% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 | Mutual Funds | — | — | $657K | 3.8% | |
| Putnam Large Cap Growth Fund - Class Y | Mutual Funds | — | — | $588K | 3.4% | |
| State Street State Street Balanced Index Fund - Class K | Common Collective Trusts | — | — | $478K | 2.8% | |
| Vanguard Vngrd Val Indx Adml | Mutual Funds | — | — | $426K | 2.5% | |
| Federated Hermes, Inc. Fed Hrms Gov Oblgtns Prmr | Common Stocks | — | — | $367K | 2.1% | |
| Vanguard Vngrd Divd Gr Inv | Mutual Funds | — | — | $344K | 2.0% | |
| Metropolitan West Asset Management Tcw Metwst Ultra Short Bnd Fnd - Class I | Other securities | — | — | $290K | 1.7% | |
| Participant Loans Interest rate, ranging from 5.25%-10.50% | Bonds / Notes | — | — | $287K | 1.7% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 | Mutual Funds | — | — | $287K | 1.7% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 | Mutual Funds | — | — | $272K | 1.6% | |
| Vanguard Vngrd Wndsr Adml | Mutual Funds | — | — | $234K | 1.4% | |
| DFA Investment Dimensions Group Inc. Dfa Glbl Realest Sec Inst 20 DFA Investment Dimensions Group Inc. Dfa Intl Lgcap Gr | Mutual Funds | — | — | $224K | 1.3% | |
| Nationwide Nw Geneva Smcapgr Inst Svc | Other securities | — | — | $207K | 1.2% | |
| DFA Investment Dimensions Group Inc. Dfa Us Smcap Inst | Mutual Funds | — | — | $184K | 1.1% | |
| Victory Sycamore Established Value Fund - Class I | Other securities | — | — | $169K | 1.0% | |
| Vanguard Vngrd Intl Gr Adml 118 Vanguard Vngrd Intl Val Inv | Mutual Funds | — | — | $153K | 0.9% | |
| Federated Hermes, Inc. Fed Hrms Shintdtlrtbd Inst | Common Stocks | — | — | $152K | 0.9% | |
| AQR Funds Aqr Eq Mkt Nutrl I | Other securities | — | — | $119K | 0.7% | |
| Vanguard Vngrd Comdty Strat Adml | Mutual Funds | — | — | $112K | 0.7% | |
| Nuveen Lifecycle Index Retirement Income Fund - Class R6 642 Nuveen Lifecycle Index 2030 Fund - Class R6 | Mutual Funds | — | — | $105K | 0.6% | |
| American Funds Amfds 2050 Trgtdtrtrmt R6 | Mutual Funds | — | — | $103K | 0.6% | |
| JPMorgan Jpm Eq Inc R5 88 JPMorgan Jpm Lgcap Gr R6 | Common Stocks | — | — | $98K | 0.6% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 | Mutual Funds | — | — | $97K | 0.6% | |
| Vanguard Vngrd Wlsly Inc Adml | Mutual Funds | — | — | $84K | 0.5% | |
| Vanguard Vngrd St Invmt Grd Adml 56 Vanguard Vngrd Ttl Bnd Mkt Ldx Adm | Mutual Funds | — | — | $81K | 0.5% | |
| Vanguard Vngrd Emrg Mkt Stkindxadml | Mutual Funds | — | — | $70K | 0.4% | |
| Legg Mason Partners Equity Trust Leggm Clrbrdg Lgcap Gr I | Other securities | — | — | $65K | 0.4% | |
| Artisan Funds Artisan Intl Val Inst | Other securities | — | — | $59K | 0.3% | |
| Nuveen Large Cap Responsible Equity Fund - Class R6 | Mutual Funds | — | — | $58K | 0.3% | |
| Baird Funds Baird Cor Pls Bd Inst | Other securities | — | — | $47K | 0.3% | |
| American Funds Amfds 2055 Trgtdtrtrmt R6 | Mutual Funds | — | — | $46K | 0.3% | |
| BNY Mellon Bnymel Glbl Rtn I 14 Brown Advisory Sustainable Growth Fund - Institutional Shar | Other securities | — | — | $45K | 0.3% | |
| American Funds Amfds Am Hi Inc Tr R6 9 American Funds Amfds New Wld R6 | Mutual Funds | — | — | $42K | 0.2% | |
| PIMCO Pimcocomdyrealrtnstratinst 59 Principal Prncpl Mdcap R6 | Mutual Funds | — | — | $37K | 0.2% | |
| Nationwide Nw Inv Dest Aggr R6 | Other securities | — | — | $34K | 0.2% | |
| Vanguard Vngrd Gr Indx Adml | Mutual Funds | — | — | $34K | 0.2% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 | Mutual Funds | — | — | $34K | 0.2% | |
| Federated Hermes, Inc. Fed Hrms Inst Hiyldbd Inst | Common Stocks | — | — | $33K | 0.2% | |
| Cohen & Steers Funds Cohenstrs Realest Sec Inst | Other securities | — | — | $33K | 0.2% | |
| American Century Amcent Focs Dynmc | Other securities | — | — | $26K | 0.2% | |
| Vanguard Vngrd 500 Index Fd As | Common Collective Trusts | — | — | $25K | 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 |
|---|---|---|---|---|---|
| PLAN DESIGN CONSULTANTS INC | — | CARLSBAD, CA | TPA | $6K | — |
