Jamie Rodzos signed Broken Arrow Electric Supply Co., Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Broken Arrow Electric Supply Co., Inc.'s EIN is 73-1125804.
Download the official 2023 Form 5500 (PDF) for Broken Arrow Electric Supply Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Broken Arrow Electric Supply Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER, LLC | 20-4553256 | — | NONE | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL FD 540 Mutual Fund | Common Collective Trusts | — | — | $3.4M | 20.6% | |
| T ROWE PRICE BLUE CHIP GROWTH Mutual Fund | Mutual Funds | — | — | $1.8M | 11.1% | |
| T ROWE PRICE NEW HORIZONS #42 Mutual Fund | Mutual Funds | — | — | $1.8M | 11.1% | |
| MFS VALUE FD CL R6 Mutual Fund | Mutual Funds | — | — | $1.7M | 10.2% | |
| Vanguard Retirement 2030 Mutual Fund | Mutual Funds | — | — | $1.1M | 6.8% | |
| DIMENSION DFA USTARGETED VALUE I Mutual Fund | Mutual Funds | — | — | $1.0M | 6.1% | |
| AFS EUROPE CIFIC GROWTH R6 Mutual Fund | Other securities | — | — | $997K | 6.0% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $782K | 4.7% | |
| VANGUARD BD INDEX FD INC INTERM-TERM ADMIRAL Mutual Fund | Mutual Funds | — | — | $619K | 3.7% | |
| Vanguard Retirement 2045 Mutual Fund | Mutual Funds | — | — | $504K | 3.0% | |
| Vanguard Retirement 2040 Mutual Fund | Mutual Funds | — | — | $482K | 2.9% | |
| VANGUARD INDEX TRUST MID CAP INDEX FUND ADMIRAL SHS Mutual Fund | Common Collective Trusts | — | — | $438K | 2.6% | |
| Vanguard Retirement 2050 Mutual Fund | Mutual Funds | — | — | $403K | 2.4% | |
| Vanguard Retirement 2035 Mutual Fund | Mutual Funds | — | — | $385K | 2.3% | |
| PROMISSORY NOTE - RETIREMENT PLAN Interest rates ranging from | Master Trust Interest | — | — | $336K | 2.0% | |
| Vanguard Wellington Admiral SHRS Fund #521 Mutual Fund | Mutual Funds | — | — | $225K | 1.4% | |
| Vanguard Retirement 2025 Mutual Fund | Mutual Funds | — | — | $163K | 1.0% | |
| Vanguard Retirement 2055 Mutual Fund | Mutual Funds | — | — | $88K | 0.5% | |
| Vanguard Retirement 2060 Mutual Fund | Mutual Funds | — | — | $58K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMIRAL FUND #548 Mutual Fund | Mutual Funds | — | — | $37K | 0.2% | |
| VANGUARD TOTAL INTNL STOCK INDEX ADMIRAL Mutual Fund | Mutual Funds | — | — | $26K | 0.2% | |
| MFC MID CAP VALUE FD CL R6 Mutual Fund | Other securities | — | — | $20K | 0.1% | |
| Vanguard Retirement 2020 Mutual Fund | Mutual Funds | — | — | $19K | 0.1% | |
| Vanguard Retirement 2070 Mutual Fund 475 * Vanguard Retirement 2065 Mutual Fund | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
