Phillip J Cutting signed Brown Jordan Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown Jordan Inc.'s EIN is 63-1127982.
Download the official 2024 Form 5500 (PDF) for Brown Jordan Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown Jordan Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) INC | 13-2834414 | — | NONE | $44K | — |
| THE HIGHLANDS ACCOUNTING GROUP | 82-3217974 |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $6.9M | 17.5% | |
| SCHWAB MANAGED RET TRUST 2030 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $5.7M | 14.5% | |
| Vanguard 500 Index Admiral Registered Investment Company a | Common Collective Trusts | — | — | $5.4M | 13.8% | |
| SCHWAB MANAGED RET TRUST 2025 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $3.6M | 9.3% | |
| SCHWAB MANAGED RET TRUST 2035 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $3.0M | 7.7% | |
| SCHWAB MANAGED RET TRUST 2040 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $2.2M | 5.7% | |
| SCHWAB MANAGED RET TRUST 2020 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $1.8M | 4.7% | |
| SCHWAB MANAGED RET TRUST 2045 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $1.8M | 4.6% | |
| SCHWAB MANAGED RET TRUST 2050 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $894K | 2.3% | |
| Allspring Special Mid Cap Val A Registered Investment Company a | Common Stocks | — | — | $691K | 1.8% | |
| Participant Loans Interest rates range from 4.25% to 9.50%, various maturities -0- | Bonds / Notes | — | — | $656K | 1.7% | |
| SCHWAB MANAGED RET TRUST 2055 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $651K | 1.7% | |
| Western Asset Core Plus Bond I Registered Investment Company a | Common Stocks | — | — | $634K | 1.6% | |
| SCHWAB MANAGED RET TRUST 2060 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $613K | 1.6% | |
| SCHWAB MANAGED RET TRUST 2015 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $561K | 1.4% | |
| Vanguard Small Cap Index Admiral Registered Investment Company a | Mutual Funds | — | — | $540K | 1.4% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company a | Mutual Funds | — | — | $506K | 1.3% | |
| MFS Instl Intl Equity Registered Investment Company a | Mutual Funds | — | — | $475K | 1.2% | |
| Franklin Small Cap Growth A Registered Investment Company a | Mutual Funds | — | — | $427K | 1.1% | |
| PGIM Jennison Mid-Cap Growth A Registered Investment Company a | Common Stocks | — | — | $407K | 1.0% | |
| Boston Partners Sm Cap Value II Registered Investment Company a | Common Stocks | — | — | $390K | 1.0% | |
| Vanguard Total Intl Stk Idx Adm Registered Investment Company a | Common Collective Trusts | — | — | $348K | 0.9% | |
| DWS RReef Real Assets S Registered Investment Company a | Common Stocks | — | — | $271K | 0.7% | |
| Invesco Oppenheimer Dev Mkts A Registered Investment Company a | Mutual Funds | — | — | $178K | 0.5% | |
| Vanguard Total Bond Mkt Idx Adm Registered Investment Company a | Common Collective Trusts | — | — | $175K | 0.4% | |
| SCHWAB MANAGED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $140K | 0.4% | |
| SCHWAB MANAGED RET TRUST INC CIT CHARLES SCHWAB · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $68K | 0.2% | |
| SCHWAB MANAGED RET TRUST 2010 CIT CHARLES SCHWAB · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $53K | 0.1% | |
| Vanguard Fed Money Market Fund Registered Investment Company a | Mutual Funds | — | — | $48K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $11K |
| — |
