Clay Oliver signed Brookshire Brothers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brookshire Brothers, Inc.'s EIN is 75-2692839.
Download the official 2024 Form 5500 (PDF) for Brookshire Brothers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE CO | 35-0472300 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOFF & HERRINGTON, P.C. | 27-3625988 | LUFKIN, TX | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investment Grade Bond Fund | Mutual Funds | — | $152K | $144K | 30.4% | |
| Baird Aggregate Bond Fund | Other securities | — | $129K | $123K | 26.0% | |
| J.P. Morgan Core Plus Bond Fund | Other securities | — | $62K | $61K | 12.9% | |
| Fidelity Money Market Deposit Fund | Mutual Funds | — | $56K | $56K | 11.8% | |
| PIMCO International Bond Fund | Mutual Funds | — | $29K | $29K | 6.1% | |
| Artisan High Yield Income Bond Fund | Other securities | — | $21K | $21K | 4.4% | |
| Brandywine Global High Yield Bond Fund | Other securities | — | $21K | $20K | 4.3% | |
| Markets Bond Fund | Other securities | — | $12K | $12K | 2.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
