Kristen Millard signed Branch Financial, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Branch Financial, Inc.'s EIN is 82-0628587.
Download the official 2024 Form 5500 (PDF) for Branch Financial, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Branch Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $53K | — |
| CREATIVE RETIREMENT SYSTEMS, INC | 31-1299207 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity S&P Index | Mutual Funds | — | — | $1.6M | 14.4% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $1.6M | 13.9% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $1.5M | 13.4% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $1.0M | 9.4% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $943K | 8.4% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $772K | 6.9% | |
| iShare MSCI EAFE Intl Index | Other securities | — | — | $443K | 4.0% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $410K | 3.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $402K | 3.6% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $377K | 3.4% | |
| DFA US Vector Equity | Mutual Funds | — | — | $311K | 2.8% | |
| JP Morgan JP Morgan Cap Growth | Other securities | — | — | $259K | 2.3% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $183K | 1.6% | |
| Vanguard Interm Term Bond Fund | Mutual Funds | — | — | $175K | 1.6% | |
| Blackrock Intl. | Other securities | — | — | $170K | 1.5% | |
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $145K | 1.3% | |
| Participants Loans 4.25% - 5.25% | Bonds / Notes | — | — | $141K | 1.3% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $119K | 1.1% | |
| Transamerica Stable Value | Stable Value | — | — | $116K | 1.0% | |
| PGIM High Yield | Other securities | — | — | $95K | 0.9% | |
| Hartford Total Return | Other securities | — | — | $83K | 0.7% | |
| Hartford Dividend and Growth | Other securities | — | — | $78K | 0.7% | |
| Fidelity Freedom Index 2020 ** 57 Fidelity Freedom Index 2025 | Mutual Funds | — | — | $57K | 0.5% | |
| Blackrock Mid-Cap | Other securities | — | — | $54K | 0.5% | |
| DFA Inflation Protected Securities | Mutual Funds | — | — | $30K | 0.3% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $29K | 0.3% | |
| American Funds Vanguard Real Estate | Mutual Funds | — | — | $26K | 0.2% | |
| American Century AC Small Cap | Other securities | — | — | $22K | 0.2% | |
| Fidelity Freedom Index | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2010 ** 55 Fidelity Freedom Index 2015 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL CORPORATION |
| 04-3046611 |
| — |
| INVESTMENT ADVISORY |
| $29K |
| — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY | $5K | — |
