Anthony Warren signed Bierman ABA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bierman ABA, Inc.'s EIN is 77-0670418.
Download the official 2024 Form 5500 (PDF) for Bierman ABA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bierman ABA, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Stock Market Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $1.7M | 36.3% | |
| Vanguard LifeStrategy Moderate Growth Fund Mutual Funds (1) | Mutual Funds | — | — | $885K | 18.9% | |
| AQR Small Cap Multi-Style R6 Mutual Funds (1) | Other securities | — | — | $505K | 10.8% | |
| Self-Directed Brokerage Accounts Common Stock Self Directed Brokerage Accounts (1) | Self-Directed Brokerage | — | — | $310K | 6.6% | |
| Fidelity International Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $271K | 5.8% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $198K | 4.2% | |
| Vanguard LifeStrategy Growth Fund Mutual Funds (1) | Mutual Funds | — | — | $184K | 3.9% | |
| Vanguard Total Bond Market Index Fund Mutual Funds (1) | Common Collective Trusts | — | — | $129K | 2.8% | |
| DFA Inflation Protected Securities Mutual Funds (1) | Mutual Funds | — | — | $97K | 2.1% | |
| AQR Risk-Balanced Commodities Strat R6 Mutual Funds (1) | Mutual Funds | — | — | $74K | 1.6% | |
| DFA Global Real Estate Securities Port Mutual Funds (1) | Mutual Funds | — | — | $73K | 1.6% | |
| Fidelity Government Money Market Fund K6 Mutual Funds (1) | Mutual Funds | — | — | $68K | 1.5% | |
| PIMCO International Bond Fund Mutual Funds (1) | Mutual Funds | — | — | $62K | 1.3% | |
| Cash and Cash Equivalents Self Directed Brokerage Accounts (1) | Self-Directed Brokerage | — | — | $57K | 1.2% | |
| Vanguard LifeStrategy Conservative Growth Fund Mutual Funds (1) | Mutual Funds | — | — | $49K | 1.0% | |
| External Funds Self Directed Brokerage Accounts (1) | Self-Directed Brokerage | — | — | $22K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
