Corporate Brokers LLC's EIN is 84-1638864.
Download the official 2024 Form 5500 (PDF) for Corporate Brokers LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corporate Brokers LLC's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $14K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FundTIAA-CREF Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $833K | 13.9% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $827K | 13.8% | |
| Schwab International Index Fund Mutual Fund | Common Collective Trusts | — | — | $668K | 11.1% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $576K | 9.6% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $575K | 9.6% | |
| Principal Core Fixed Income Separate Account Pooled Separate Account | Pooled Separate Accounts | — | — | $486K | 8.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $486K | 8.1% | |
| PGIM Jennison Mid Cap Growth Fund Mutual Fund | Other securities | — | — | $380K | 6.3% | |
| DFA U.S. Small Cap Portfolio Mutual Fund | Mutual Funds | — | — | $331K | 5.5% | |
| American Century Inflation Adjusted Bond Fund Mutual Fund | Other securities | — | — | $268K | 4.5% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $250K | 4.2% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund Mutual Fund | Other securities | — | — | $238K | 4.0% | |
| MFS International Growth Fund Mutual Fund | Mutual Funds | — | — | $107K | 1.8% | |
| TIAA-CREF Lifecycle Index 2055 Institutional Fund Mutual Fund | Mutual Funds | — | — | $92K | 1.5% | |
| T. Rowe Price Integrated U.S. Small Cap Growth Equity Mutual Fund | Other securities | — | — | $71K | 1.2% | |
| TIAA-CREF Lifecycle Index 2060 Institutional Fund Mutual Fund | Mutual Funds | — | — | $51K | 0.9% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $45K | 0.8% | |
| TIAA-CREF Lifecycle Index 2045 Institutional Fund Mutual Fund | Mutual Funds | — | — | $35K | 0.6% | |
| American High-Income Trust Mutual Fund | Other securities | — | — | $29K | 0.5% | |
| TIAA-CREF Lifecycle Index 2050 Institutional Fund Mutual Fund | Mutual Funds | — | — | $21K | 0.4% | |
| TIAA-CREF Lifecycle Index 2065 Institutional Fund Mutual Fund | Mutual Funds | — | — | $21K | 0.4% | |
| June 2027 | Other securities | — | — | $19K | 0.3% | |
| DFA U.S. Targeted Value Portfolio Mutual Fund | Mutual Funds | — | — | $17K | 0.3% | |
| TIAA-CREF Lifecycle Index 2030 Institutional Fund Mutual Fund | Mutual Funds | — | — | $16K | 0.3% | |
| TIAA-CREF Lifecycle Index 2010 Institutional Fund Mutual Fund 605 TIAA-CREF Lifecycle Index 2025 Institutional Fund Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| TIAA-CREF Lifecycle Index 2035 Institutional Fund Mutual Fund | Mutual Funds | — | — | $13K | 0.2% | |
| PIMCO International Bond Fund Mutual Fund | Mutual Funds | — | — | $8K | 0.1% | |
| TIAA-CREF Lifecycle Index 2040 Institutional Fund Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN HIGH YIELD SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 137 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
