Brett Wright signed Aubrey Silvey Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aubrey Silvey Enterprises, Inc.'s EIN is 58-1098798.
Download the official 2024 Form 5500 (PDF) for Aubrey Silvey Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aubrey Silvey Enterprises, Inc.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $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 | |||||
|---|---|---|---|---|---|---|
| ClearBridge Large-Cap Growth Fund Class A Mutual Fund | Other securities | — | — | $2.2M | 15.2% | |
| GG BR LIFEPATH 2060 GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $1.5M | 10.0% | |
| GG BR LIFEPATH 2030 GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $1.3M | 8.8% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.2M | 8.5% | |
| Invesco Equally-Weighted S&P 500 Index Fund Class A Mutual Fund | Common Collective Trusts | — | — | $1.1M | 7.7% | |
| GG BR LIFEPATH 2040 GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $1.0M | 7.0% | |
| GG BR LIFEPATH 2035 GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $928K | 6.4% | |
| GG BR LIFEPATH 2055 GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $739K | 5.1% | |
| GG BR LIFEPATH 2050 GREAT GRAY TRUST COMPANY · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $738K | 5.1% | |
| GG BR LIFEPATH RET GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $690K | 4.8% | |
| GG BR LIFEPATH 2045 GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $687K | 4.7% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Class I Mutual Fund | Other securities | — | — | $420K | 2.9% | |
| Participant Loans Interest Rate (5.00%) - | Bonds / Notes | — | — | $398K | 2.7% | |
| JP Morgan Intrepid Value Fund Class A Mutual Fund | Other securities | — | — | $354K | 2.4% | |
| Fidelity Advisor Mid-Cap Value Fund Class A Mutual Fund | Mutual Funds | — | — | $241K | 1.7% | |
| Fidelity Advisor Diversified International Fund Class A Mutual Fund | Mutual Funds | — | — | $223K | 1.5% | |
| Invesco Small-Cap Value Fund Class A Mutual Fund | Mutual Funds | — | — | $206K | 1.4% | |
| Principal Midcap S&P 400 Index R3 Fund Mutual Fund | Other securities | — | — | $117K | 0.8% | |
| Templeton Foreign Fund Class A Mutual Fund | Mutual Funds | — | — | $97K | 0.7% | |
| Templeton Global Bond Fund A Mutual Fund ** 516 Victory RS Small-Cap Growth Fund Class A Mutual Fund | Mutual Funds | — | — | $91K | 0.6% | |
| BlackRock High Yield Bond Portfolio Investor A Mutual Fund | Other securities | — | — | $75K | 0.5% | |
| Victory INCORE Fund for Income Class A Mutual Fund | Other securities | — | — | $57K | 0.4% | |
| American Funds New World Fund Class R-4 Mutual Fund | Mutual Funds | — | — | $18K | 0.1% | |
| BlackRock Inflation Protected Bond Fund Class A Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| Fidelity Advisor Real Estate Fund Class A Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| GG BR LIFEPATH 2025 GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | 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.
