Adriana Burcar signed 5.11, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
5.11, Inc.'s EIN is 61-1443499.
Download the official 2024 Form 5500 (PDF) for 5.11, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)5.11, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing.
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 | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | 47-5476782 | — | ADVISOR | $90K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.7M | 11.8% | |
| Great Gray T. Rowe Price Retirement Date 2050 Trust Collective Trust | Common Collective Trusts | — | — | $4.2M | 8.6% | |
| GG TRP RET 2050 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $4.2M | 8.6% | |
| Great Gray T. Rowe Price Retirement Date 2040 Trust Collective Trust | Common Collective Trusts | — | — | $4.0M | 8.3% | |
| GG TRP RET 2040 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $4.0M | 8.3% | |
| Great Gray T. Rowe Price Retirement Date 2035 Trust Collective Trust | Common Collective Trusts | — | — | $4.0M | 8.2% | |
| GG TRP RET 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $4.0M | 8.2% | |
| Great Gray T. Rowe Price Retirement Date 2045 Trust Collective Trust | Common Collective Trusts | — | — | $3.8M | 7.8% | |
| GG TRP RET 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $3.8M | 7.8% | |
| Fidelity Advisor Equity Growth Fund Mutual Fund | Mutual Funds | — | — | $3.4M | 7.0% | |
| Columbia Dividend Income Fund Mutual Fund | Other securities | — | — | $3.0M | 6.2% | |
| Great Gray T. Rowe Price Retirement Date 2055 Trust Collective Trust | Common Collective Trusts | — | — | $2.5M | 5.1% | |
| GG TRP RET 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $2.5M | 5.1% | |
| Investments Galliard Stable Return Fund M Collective Trust | Common Collective Trusts | — | — | $2.4M | 4.9% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $2.4M | 4.9% | |
| Great Gray T. Rowe Price Retirement Date 2030 Trust Collective Trust | Common Collective Trusts | — | — | $2.3M | 4.7% | |
| GG TRP RET 2030 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $2.3M | 4.7% | |
| Great Gray T. Rowe Price Retirement Date 2025 Trust Collective Trust | Common Collective Trusts | — | — | $1.9M | 4.0% | |
| GG TRP RET 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $1.9M | 4.0% | |
| American Century Large Cap Equity Fund Mutual Fund | Other securities | — | — | $1.8M | 3.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.7M | 3.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 2.4% | |
| Great Gray T. Rowe Price Retirement Date 2060 Trust Collective Trust | Common Collective Trusts | — | — | $1.1M | 2.3% | |
| WT TRP RET 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $833K | 1.7% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $726K | 1.5% | |
| Great Gray T. Rowe Price Retirement Date 2020 Trust Collective Trust | Common Collective Trusts | — | — | $495K | 1.0% | |
| GG TRP RET 2020 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $495K | 1.0% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $449K | 0.9% | |
| BlackRock High Yield Bond Portfolio Fund Mutual Fund | Other securities | — | — | $368K | 0.8% | |
| JPMorgan Core Bond Fund Mutual Fund | Other securities | — | — | $358K | 0.7% | |
| Franklin Small Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $341K | 0.7% | |
| American Funds New World Fund Mutual Fund | Mutual Funds | — | — | $293K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $267K | 0.6% | |
| LARGE CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $211K | 0.4% | |
| Great Gray T. Rowe Price Retirement Date 2005 Trust Collective Trust | Common Collective Trusts | — | — | $188K | 0.4% | |
| GG TRP RET 2005 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $188K | 0.4% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $171K | 0.4% | |
| Great Gray T. Rowe Price Retirement Date 2010 Trust Collective Trust | Common Collective Trusts | — | — | $152K | 0.3% | |
| GG TRP RET 2010 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $152K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Mutual Fund | Other securities | — | — | $143K | 0.3% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $121K | 0.2% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $120K | 0.2% | |
| PIMCO International Bond Fund Mutual Fund | Mutual Funds | — | — | $95K | 0.2% | |
| Principal Global Real Estate Securities Fund Mutual Fund | Other securities | — | — | $89K | 0.2% | |
| Great Gray T. Rowe Price Retirement Date 2015 Trust Collective Trust | Common Collective Trusts | — | — | $58K | 0.1% | |
| GG TRP RET 2015 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $58K | 0.1% | |
| Great Gray T. Rowe Price Retirement Date 2065 Trust Collective Trust | Common Collective Trusts | — | — | $18K | <0.1% | |
| GG TRP RET 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $12K | <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 |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | 95-4345526 | — | OTHER SERVICES | $12K | — |
