Karyn Manifold signed BRSI, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BRSI, LP's EIN is 76-0558170.
Download the official 2024 Form 5500 (PDF) for BRSI, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BRSI, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Market R6 Mutual Funds * American Funds American Funds Invest Co of N/R | Mutual Funds | — | — | $1.2M | 17.4% | |
| America R6 * American Funds American Funds Growth Fund of N/R | Mutual Funds | — | — | $892K | 13.1% | |
| Amer R6 * American Funds American Funds Moderate G/I N/R | Mutual Funds | — | — | $832K | 12.2% | |
| Portfolio R6 * American Funds American Funds Capital World G/I N/R | Mutual Funds | — | — | $485K | 7.1% | |
| American Funds American Funds Smallcap World R6 N/R | Mutual Funds | — | — | $449K | 6.6% | |
| Invesco Diversified Dividend R6 N/R | Mutual Funds | — | — | $419K | 6.2% | |
| American Funds American Funds 2050 Target Date N/R | Mutual Funds | — | — | $312K | 4.6% | |
| Fund R6 * American Funds American Funds 2045 Target Date N/R | Mutual Funds | — | — | $307K | 4.5% | |
| Fund R6 * American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $279K | 4.1% | |
| Fund R6 * American Funds American Century Real Estate R6 N/R | Mutual Funds | — | — | $218K | 3.2% | |
| American Funds American Funds 2030 Target Date N/R | Mutual Funds | — | — | $165K | 2.4% | |
| Fund R6 * American Funds American Funds 2055 Target Date N/R | Mutual Funds | — | — | $163K | 2.4% | |
| Fund R6 * American Funds American Funds Bond Fund of N/R | Mutual Funds | — | — | $150K | 2.2% | |
| America * American Funds American Funds 2060 Target Date N/R | Mutual Funds | — | — | $143K | 2.1% | |
| Fund R6 * American Funds American Funds 2040 Target Date N/R | Mutual Funds | — | — | $124K | 1.8% | |
| Fund R6 * American Funds American Funds Fundamental Invs N/R | Mutual Funds | — | — | $117K | 1.7% | |
| Money Market Fund * American Funds American Funds US Govt Money N/R | Mutual Funds | — | — | $94K | 1.4% | |
| American Funds American Funds 2020 Target Date N/R | Mutual Funds | — | — | $83K | 1.2% | |
| Fund R6 Parametric Commodity Strategy N/R | Other securities | — | — | $82K | 1.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $71K | 1.1% | |
| Fund I * American Funds American Funds 2025 Target Date N/R | Mutual Funds | — | — | $66K | 1.0% | |
| Fund R6 BlackRock Emerging Mkts K N/R | Other securities | — | — | $14K | 0.2% | |
| American Funds American Funds 2065 Target Date N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Fund R6 Janus Henderson Janus Henderson Balanced R6 N/R | Mutual Funds | — | — | $11K | 0.2% | |
| American Funds American Funds 2010 Trgt Date N/R | Mutual Funds | — | — | $9K | 0.1% | |
| Retire R6 * American Funds American Funds Europacific Gr R6 N/R | Mutual Funds | — | — | $9K | 0.1% | |
| American Funds American Funds Inc Fund of Amer N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP INC | — | E PROVIDENCE, RI | CONTRACT ADMIN | $4K | — |
