Christi Johnson signed W.C. Bradley Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W.C. Bradley Co.'s EIN is 58-1605660.
Download the official 2024 Form 5500 (PDF) for W.C. Bradley Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W.C. Bradley Co.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $230K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY N.A. | 58-2146977 | COLUMBUS, GA | INVESTMENT ADVISOR | $95K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $29.9M | 28.1% | |
| Empower Annuity Insurance Company Guaranteed Income Fund | Common Stocks | — | — | $17.7M | 16.7% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $9.1M | 8.5% | |
| Empower Annuity Insurance Company T.Rowe Price LCG EQ (ISP) | Common Stocks | — | — | $8.7M | 8.2% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $8.7M | 8.2% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $8.5M | 8.0% | |
| Vanguard Total Stock Admiral | Mutual Funds | — | — | $7.5M | 7.0% | |
| Vanguard Windsor Admiral | Mutual Funds | — | — | $5.2M | 4.9% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $4.0M | 3.8% | |
| Empower Annuity Insurance Company SCV Victory Fund | Common Stocks | — | — | $3.8M | 3.6% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $3.8M | 3.6% | |
| DFA US Small Cap Growth Institutional Class | Mutual Funds | — | — | $3.1M | 2.9% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $2.7M | 2.5% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $2.4M | 2.2% | |
| Vanguard Total Bond Index | Mutual Funds | — | — | $1.6M | 1.5% | |
| Participant Notes Receivable Various maturity dates; 4.25% - 9.50%; cost $0 | Bonds / Notes | — | — | $860K | 0.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $770K | 0.7% | |
| Vanguard Intermediate-Term Treasury Index Admiral | Mutual Funds | — | — | $316K | 0.3% | |
| Hartford Funds Hartford International Value Fund | Other securities | — | — | $200K | 0.2% |
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 |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
