Gayle Nixon signed Brown Distributing Company, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown Distributing Company, Ltd.'s EIN is 74-2983920.
Download the official 2024 Form 5500 (PDF) for Brown Distributing Company, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown Distributing Company, Ltd.'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 |
|---|---|---|---|---|---|
| DEFINITI, LLC | 85-0833363 | — | NONE | $33K | — |
| MAXWELL, LOCKE & RITTER, LLP | 74-2900215 | — | NONE | $26K | — |
| CREATIVE PLANNING HOLDCO LLC | 85-4519624 | — | NONE | $26K | — |
| PEGGY S EDGE | 26-4221663 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual fund | Common Collective Trusts | — | — | $7.4M | 19.1% | |
| Vanguard Short-Term Federal Mutual fund | Mutual Funds | — | — | $4.4M | 11.3% | |
| DFA US Large Cap Value III Mutual fund | Mutual Funds | — | — | $4.3M | 11.0% | |
| DFA lnterm Govt Fixed Inc Port Mutual fund | Mutual Funds | — | — | $3.8M | 9.8% | |
| Vanguard Growth Index Mutual fund | Mutual Funds | — | — | $2.9M | 7.5% | |
| DFA US Small Cap Port Mutual fund | Mutual Funds | — | — | $2.3M | 5.8% | |
| Vanguard International Value Mutual fund | Mutual Funds | — | — | $2.2M | 5.6% | |
| DFA Intl Small Cap Value Mutual fund | Mutual Funds | — | — | $2.0M | 5.3% | |
| DFA Real Estate Securities Mutual fund | Mutual Funds | — | — | $1.6M | 4.1% | |
| DFA Emerging Markets Core Equity Mutual fund | Mutual Funds | — | — | $1.6M | 4.0% | |
| Deposit Management Program Mutual fund | Other securities | — | — | $1.4M | 3.7% | |
| Participant Loans Interest Rates: 4.25% to 9.5% -- | Bonds / Notes | — | — | $1.0M | 2.7% | |
| Vanguard Inflation-Prot Securities Mutual fund | Mutual Funds | — | — | $722K | 1.9% | |
| Vanguard Explorer Mutual fund | Mutual Funds | — | — | $583K | 1.5% | |
| Vanguard Mid Cap Index Mutual fund | Mutual Funds | — | — | $340K | 0.9% | |
| Vanguard Health Care Index Mutual fund | Mutual Funds | — | — | $72K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
