Shirley Horner signed Brandon & Clark, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brandon & Clark, Inc.'s EIN is 75-0786433.
Download the official 2023 Form 5500 (PDF) for Brandon & Clark, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Brandon & Clark, 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 |
|---|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | 39-6040276 | — | RECORDKEEPER | $9K | — |
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 ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.9M | 20.8% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $3.5M | 19.0% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $1.5M | 7.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.5M | 7.8% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.4M | 7.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $810K | 4.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $727K | 3.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $719K | 3.9% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $520K | 2.8% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $488K | 2.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $395K | 2.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $369K | 2.0% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $287K | 1.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $246K | 1.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $239K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $160K | 0.9% | |
| FID FREEDOM INDEX INC PREMIER 68 REGISTERED INVESTMENT COMPANY BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $133K | 0.7% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $108K | 0.6% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $103K | 0.6% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $97K | 0.5% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $85K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $79K | 0.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $69K | 0.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $66K | 0.4% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $62K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $62K | 0.3% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $57K | 0.3% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $46K | 0.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $45K | 0.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $40K | 0.2% | |
| IE/2030 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GC/TIPS ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AI/MID-CAP INDEX ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AJ/MID-CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 052 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AL/SMALL CAP VALUE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 054 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AN/EMERGING MARKETS INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 071 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| M0/SMALL CAP BLEND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 013 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MB/LARGE CAP VALUE ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 075 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AE/LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | — | — | $0 | <0.1% | |
| R0/TOTAL STOCK INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 018 | Pooled Separate Account | — | — | $0 | <0.1% | |
| S0/LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WO/TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| XO/BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IC/2020 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ID/2025 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AB/MID-CAP GROWTH ACCOUNT II SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 032 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IF/2035 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IG/2040 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IH/2045 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 108 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
