Joseph J. Lancaster signed Bramco Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bramco Inc.'s EIN is 61-0140340.
Download the official 2024 Form 5500 (PDF) for Bramco Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bramco Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES INC | 34-1753575 | — | CONSULTANT | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price 2040 Retirement Fund | Other securities | — | — | $9.7M | 10.0% | |
| T. Rowe Price 2045 Retirement Fund | Other securities | — | — | $9.5M | 9.7% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $8.6M | 8.8% | |
| PIMCO RAE Plus Fund | Mutual Funds | — | — | $7.7M | 7.9% | |
| T. Rowe Price 2030 Retirement Fund | Other securities | — | — | $6.3M | 6.5% | |
| T. Rowe Price 2055 Retirement Fund | Other securities | — | — | $5.8M | 6.0% | |
| T. Rowe Price 2035 Retirement Fund | Other securities | — | — | $5.8M | 5.9% | |
| T. Rowe Price 2050 Retirement Fund | Other securities | — | — | $5.8M | 5.9% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $5.3M | 5.4% | |
| GALLIARD STABLE RETURN FUND CLASS K SEI TRUST COMPANY · EIN 90-6153906 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.3% | |
| T. Rowe Price 2025 Retirement Fund | Other securities | — | — | $4.8M | 5.0% | |
| T. Rowe Price 2060 Retirement Fund | Other securities | — | — | $4.2M | 4.3% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $3.6M | 3.7% | |
| Delaware Diversified Fund | Other securities | — | $3.1M | $2.8M | 2.9% | |
| Self-directed brokerage accounts * Bank of America N.A. Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.6M | 2.6% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $2.4M | 2.5% | |
| LOAN FUND LOANS | Bonds / Notes | — | $2.2M | $2.2M | 2.3% | |
| Harbor Small Cap Growth Fund | Other securities | — | — | $1.7M | 1.7% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.4M | $1.4M | 1.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $1.2M | $1.2M | 1.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $964K | 1.0% | |
| Vanguard Emerging Markets Index Fund | Common Collective Trusts | — | — | $740K | 0.8% | |
| T. Rowe Price 2020 Retirement Fund | Other securities | — | — | $608K | 0.6% | |
| T. Rowe Price 2065 Retirement Fund | Other securities | — | — | $147K | 0.2% | |
| T. Rowe Price 2015 Retirement Fund | Other securities | — | — | $82K | <0.1% | |
| T. Rowe Price 2005 Retirement Fund | Other securities | — | — | $29K | <0.1% | |
| T. Rowe Price 2010 Retirement Fund | Other securities | — | — | $20K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
