The Brownstone Group, Inc.'s EIN is 76-0667202.
Download the official 2024 Form 5500 (PDF) for The Brownstone Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Brownstone Group, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO USA | 01-0233346 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH, INC | — | FAIRFIELD, IA | FINANCIAL ADVISOR | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Amer Target 2040 Fund R6 | Mutual Funds | — | — | $959K | 11.4% | |
| American Funds Amer Target 2035 Fund R6 | Mutual Funds | — | — | $874K | 10.4% | |
| John Hancock Jhancock Midx Lifestyle Mod R6 | Other securities | — | — | $743K | 8.9% | |
| John Hancock JH Stable Value Guranteed Income | Stable Value | — | — | $710K | 8.5% | |
| JP Morgan Funds JP Morgan Large Growth R6 | Other securities | — | — | $606K | 7.2% | |
| Vangaurd Group Vanguard Value Index Fund Admiral | Common Collective Trusts | — | — | $506K | 6.0% | |
| American Funds Amer Target 2050 Fund R6 | Mutual Funds | — | — | $453K | 5.4% | |
| American Funds Amer Target 2045 Fund R6 | Mutual Funds | — | — | $447K | 5.3% | |
| Vanguard Group Vanguard Growth Index Fund | Common Collective Trusts | — | — | $392K | 4.7% | |
| Vanguard Group Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | — | $309K | 3.7% | |
| Fidelity Investments Fidelity Total Bond Fund K6 | Mutual Funds | — | — | $242K | 2.9% | |
| John Hancock Jhancock Midx Lifestyle Bal R6 | Other securities | — | — | $222K | 2.6% | |
| American Funds Amer Target 2025 Fund R6 | Mutual Funds | — | — | $197K | 2.3% | |
| American Funds Amer Target 2055 Fund R6 | Mutual Funds | — | — | $192K | 2.3% | |
| American Funds Amer Target 2060 Fund R6 | Mutual Funds | — | — | $156K | 1.9% | |
| American Funds Amer Target 2030 Fund R6 | Mutual Funds | — | — | $140K | 1.7% | |
| Vanguard Group Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $115K | 1.4% | |
| JP Morgan Funds JPMorgan US Govt Money Market Cap Cl | Cash / Money Market | — | — | $88K | 1.1% | |
| Vanguard Group Vanguard Total Int Index Adm | Mutual Funds | — | — | $83K | 1.0% | |
| American Funds American Funds 2065 TD Ret R6 | Mutual Funds | — | — | $76K | 0.9% | |
| Vanguard Group Vanguard Small Cap Value Index | Mutual Funds | — | — | $68K | 0.8% | |
| Vanguard Group Vanguard S-T Federal Fund Adml | Mutual Funds | — | — | $29K | 0.3% | |
| Franklin Templeton Investments Franklin Small-Mid Growth R6 | Mutual Funds | — | — | $29K | 0.3% | |
| John Hancock JHancock Midx Lifestyle Agg R6 | Other securities | — | — | $27K | 0.3% | |
| John Hancock John Hancock Bond Fund R6 | Other securities | — | — | $26K | 0.3% | |
| John Hancock JHancock Midx Lifestyle Gr R6 | Other securities | — | — | $21K | 0.3% | |
| American Funds Amer Target 2015 Fund R6 | Mutual Funds | — | — | $21K | 0.3% | |
| American Funds Amer Target 2020 Fund R6 | Mutual Funds | — | — | $14K | 0.2% | |
| American Funds American New World Fund R6 | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds Amer Target 2010 Fund R6 | Mutual Funds | — | — | $10K | 0.1% | |
| SEI Trust Company Cohen & Steers Real Estate Sec Z | Common Stocks | — | — | $8K | <0.1% | |
| American Funds American Century SC Growth R6 | Mutual Funds | — | — | $6K | <0.1% | |
| John Hancock John Hancock Market Cap Growth R6 | Other securities | — | — | $3K | <0.1% | |
| Franklin Templeton Investments Putnam Small Cap Growth Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
