Carol K Burger signed Burger Rehabilitation Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burger Rehabilitation Systems, Inc.'s EIN is 84-1251420.
Download the official 2024 Form 5500 (PDF) for Burger Rehabilitation Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burger Rehabilitation Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $22K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | $157K | $2.2M | 19.7% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | $110K | $1.5M | 13.3% | |
| Fidelity Freedom Index 2030 Premier 1FMKPX 44,474.876 shares | Mutual Funds | — | $44K | $897K | 8.1% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | $53K | $831K | 7.5% | |
| Fidelity 500 Index 1FXAIX 3,780.971 shares | Common Collective Trusts | — | $4K | $772K | 6.9% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | $38K | $635K | 5.7% | |
| As of December 31, 2024 Fidelity Freedom Index 2045 Premier 1FQIPX 21,712.749 shares | Mutual Funds | — | $22K | $563K | 5.1% | |
| Fidelity Freedom Index 2050 Premier 1FRLPX 20,519.161 shares | Mutual Funds | — | $21K | $533K | 4.8% | |
| Fidelity Freedom Index 2065 Premier 1FVIPX 35,490.914 shares | Mutual Funds | — | $35K | $520K | 4.7% | |
| Fidelity Freedom Index 2040 Premier 1FPIPX 16,235.651 shares | Mutual Funds | — | $16K | $400K | 3.6% | |
| Fidelity Freedom Index 2055 Premier 1FTYPX 14,424.680 shares | Mutual Funds | — | $14K | $308K | 2.8% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | $25K | $294K | 2.6% | |
| Fidelity Small Cap Index 1FSSNX 8,794.442 shares | Mutual Funds | — | $9K | $243K | 2.2% | |
| American Funds Growth Fund of Amer R6 1RGAGX 2,784.204 shares | Mutual Funds | — | $3K | $208K | 1.9% | |
| Mutual Funds Fidelity Freedom Index 2060 Premier 1FUIPX 10,499.168 shares | Common Collective Trusts | — | $10K | $190K | 1.7% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | $16K | $178K | 1.6% | |
| Empower T. Rowe Price Mid Cap Gr Inst 1MXYKX 31,478.812 shares | Other securities | — | $31K | $167K | 1.5% | |
| Franklin Small Cap Growth R6 1FSMLX 5,953.730 shares | Mutual Funds | — | $6K | $163K | 1.5% | |
| Fidelity Mid Cap Index 1FSMDX 4,212.507 shares | Mutual Funds | — | $4K | $142K | 1.3% | |
| Fidelity Global Ex US Index 1FSGGX 8,715.601 shares | Mutual Funds | — | $9K | $126K | 1.1% | |
| JPMorgan US Equity R6 1JUEMX 2,133.029 shares | Other securities | — | $2K | $53K | 0.5% | |
| American Funds New World R6 1RNWGX 659.048 shares | Mutual Funds | — | — | $51K | 0.5% | |
| American Funds EuroPacific Gr R6 1RERGX 845.551 shares | Mutual Funds | — | — | $45K | 0.4% | |
| Putnam Dynamic Asset Alloc Growth R6 1PAEEX 947.918 shares | Mutual Funds | — | — | $19K | 0.2% | |
| Putnam Large Cap Value R6 1PEQSX 522.772 shares | Mutual Funds | — | — | $18K | 0.2% | |
| Pimco Income Instl 1PIMIX 1,560.056 shares | Mutual Funds | — | $2K | $16K | 0.1% | |
| Fidelity Real Estate Index 1FSRNX 531.686 shares | Mutual Funds | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | OTHER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISORS INC | — | LAVISTA, NE | INVESTMENT ADVISOR | $26K | — |
