Morton Mandel signed BRAY International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BRAY International, Inc.'s EIN is 76-0184782.
Download the official 2024 Form 5500 (PDF) for BRAY International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BRAY International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $151K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $120 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL LLC |
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $85K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PANNELL KERR FORSTER OF TEXAS, P.C. | — | HOUSTON, TX | AUDITOR | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $19.6M | 17.8% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $12.5M | 11.4% | |
| Fixed Annuity * Empower Annuity Insurance Guaranteed Income Fund | Other securities | — | — | $11.6M | 10.6% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $8.1M | 7.4% | |
| Capital Group Capital Group EuroPacific Growth Fund | Common Stocks | — | — | $7.1M | 6.5% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $5.5M | 5.1% | |
| JPMorgan US Research Enhanced Equity Fund | Other securities | — | — | $5.4M | 4.9% | |
| Columbia Overseas Value Fund | Other securities | — | — | $5.2M | 4.8% | |
| American Century American Century Small Cap Growth Fund | Other securities | — | — | $4.8M | 4.4% | |
| JPMorgan Mid Cap Value Fund | Other securities | — | — | $4.5M | 4.1% | |
| William Blair William Blair Emerging Markets Growth Fund | Other securities | — | — | $4.5M | 4.1% | |
| Self-Directed Brokerage Accounts * Empower Annuity Insurance Common Stocks | Self-Directed Brokerage | — | — | $4.0M | 3.6% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $3.8M | 3.5% | |
| American Century American Century Focused Global Growth Fund | Mutual Funds | — | — | $2.2M | 2.0% | |
| Legg Masson Brandywine Global Opportunities Bond Fund | Other securities | — | — | $2.0M | 1.8% | |
| Columbia Balanced Fund | Other securities | — | — | $1.7M | 1.6% | |
| vested accrued benefits, maturing at various dates through June 2037. - | Other securities | — | — | $1.5M | 1.4% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $1.1M | 1.0% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $797K | 0.7% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $565K | 0.5% | |
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $491K | 0.4% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $472K | 0.4% | |
| Fidelity Investments Fidelity Advisor Energy Fund | Mutual Funds | — | — | $436K | 0.4% | |
| Loomis Sayles Funds Loomis Sayles Global Allocation Fund | Other securities | — | — | $393K | 0.4% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $250K | 0.2% | |
| American Century American Century Sustainable Equity Fund | Other securities | — | — | $206K | 0.2% | |
| BlackRock LifePath Index 2065 Fund | Other securities | — | — | $187K | 0.2% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $179K | 0.2% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $155K | 0.1% | |
| Company of America Mutual Funds | Common Stocks | — | — | $150K | 0.1% | |
| Money Market Funds | Cash / Money Market | — | — | $83K | <0.1% | |
| Participant Loans | Participant loans | — | — | $46K | <0.1% |
