Jennifer Stanley signed The Broussard Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Broussard Group's EIN is 74-2485594.
Download the official 2024 Form 5500 (PDF) for The Broussard Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Broussard Group'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $22K | — |
| WELLTH ADVISORY SERVICES, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.4M | 17.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 17.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 15.5% | |
| MFS GROWTH FUND Mutual Fund | Mutual Funds | — | — | $669K | 8.7% | |
| DFA US LARGE COMPANY PORTFOLIO Mutual Fund | Mutual Funds | — | — | $491K | 6.4% | |
| VANGUARD EQUITY INCOME FUND Mutual Fund | Mutual Funds | — | — | $383K | 5.0% | |
| T ROWE PRICE ASSOCIATES - T ROWE PRICE OVER Mutual Fund | Mutual Funds | — | — | $312K | 4.1% | |
| T ROWE PRICE DIVERSIFIED MID CAP GROWTH FUND INC Mutual Fund | Mutual Funds | — | — | $254K | 3.3% | |
| PRINCIPAL FIXED INCOME GUARANTEED OPTION Guaranteed Investment Contract | Stable Value | — | — | $241K | 3.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $179K | 2.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $156K | 2.0% | |
| JP MORGAN EMERGING MARKETS EQUITY FUND Mutual Fund | Other securities | — | — | $152K | 2.0% | |
| MFS MID CAP VALUE FUND Mutual Fund | Mutual Funds | — | — | $145K | 1.9% | |
| BAIRD AGGREGATE BOND FUND Mutual Fund | Other securities | — | — | $132K | 1.7% | |
| PRINCIPAL SMALL CAP GROWTH FUND I Mutual Fund | Other securities | — | — | $123K | 1.6% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $95K | 1.2% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $92K | 1.2% | |
| VANGUARD DEVELOPED MARKETS INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $76K | 1.0% | |
| PIMCO INCOME FUND Mutual Fund | Mutual Funds | — | — | $70K | 0.9% | |
| DFA US TARGETED VALUE PORTFOLIO Mutual Fund | Mutual Funds | — | — | $53K | 0.7% | |
| DFA REAL ESTATE SECURITIES PORTFOLIO Mutual Fund | Mutual Funds | — | — | $43K | 0.6% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $41K | 0.5% | |
| LORD ABBOT SHORT DURATION Mutual Fund | Other securities | — | — | $34K | 0.4% | |
| VANGUARD SMALL CAP INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $30K | 0.4% | |
| PRINCIPAL MID CAP S&P 400 INDEX FUND Mutual Fund | Common Collective Trusts | — | — | $28K | 0.4% | |
| DFA INTERNATIONAL SUSTAINABILITY CORE 1 PORTFOLIO Mutual Fund | Mutual Funds | — | — | $18K | 0.2% | |
| TIAA-CREF SOCIAL CHOICE EQUITY FUND Mutual Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| INVESTMENT ADVISORY |
| $14K |
| — |
