Kaitlin Howard signed Bourbon Heights, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bourbon Heights, Inc.'s EIN is 61-0605767.
Download the official 2024 Form 5500 (PDF) for Bourbon Heights, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bourbon Heights, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $540 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MetLife Guaranteed investment contract, at contract value - 3% | Stable Value | — | — | $382K | 58.7% | |
| MetLife Stock Index - separate account | Pooled Separate Accounts | — | — | $52K | 8.0% | |
| MetLife Brighthouse Asset Allocation 100 - separate account ** 15 * MetLife T. Rowe Price Mid Cap Growth - separate account | Pooled Separate Accounts | — | — | $30K | 4.6% | |
| MetLife Brighthouse/Wellington Large Cap Research - separate account | Pooled Separate Accounts | — | — | $30K | 4.6% | |
| MetLife Baillie Gifford International Stock - separate account ** 487 * MetLife SSGA Growth & Income ETF - separate account | Pooled Separate Accounts | — | — | $27K | 4.1% | |
| MetLife MSCI EAFE Index - separate account | Pooled Separate Accounts | — | — | $24K | 3.7% | |
| MetLife T. Rowe Price Small Cap Growth - separate account | Pooled Separate Accounts | — | — | $20K | 3.1% | |
| MetLife Aggregate Bond Index - separate account | Pooled Separate Accounts | — | — | $16K | 2.5% | |
| MetLife Fidelity VIP Freedom 2030 - separate account | Pooled Separate Accounts | — | — | $14K | 2.2% | |
| MetLife Brighthouse/Wellington Balanced - separate account | Pooled Separate Accounts | — | — | $13K | 2.1% | |
| MetLife Neuberger Berman Genesis - separate account | Pooled Separate Accounts | — | — | $13K | 2.0% | |
| MetLife Mid Cap Stock Index - separate account | Pooled Separate Accounts | — | — | $13K | 1.9% | |
| MetLife Russell 2000 Index - separate account | Pooled Separate Accounts | — | — | $9K | 1.3% | |
| MetLife Victory Sycamore Mid Cap Value - separate account | Pooled Separate Accounts | — | — | $3K | 0.4% | |
| MetLife Fidelity VIP Freedom 2050 - separate account | Pooled Separate Accounts | — | — | $2K | 0.3% | |
| MetLife Frontier Mid Cap Growth - separate account | Pooled Separate Accounts | — | — | $2K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
