Phurbu LAMA signed Berlin Rosen Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berlin Rosen Ltd.'s EIN is 84-1685253.
Download the official 2023 Form 5500 (PDF) for Berlin Rosen Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Berlin Rosen Ltd.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $36K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.2M | 15.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $3.2M | 15.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $2.0M | 9.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.5M | 7.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 6.2% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.2M | 5.9% | |
| JPMORGAN US RSCH ENHANCED EQ R | Registered Investment Companies | — | — | $1.1M | 5.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 5.0% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $894K | 4.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $874K | 4.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $538K | 2.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $529K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $426K | 2.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $328K | 1.6% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $299K | 1.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $292K | 1.4% | |
| MET WEST TOTAL RETURN BND PLAN | Registered Investment Companies | — | — | $275K | 1.3% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $266K | 1.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $246K | 1.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $221K | 1.1% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $200K | 1.0% | |
| DFA US SUSTAINABILITY CORE 1 | Registered Investment Companies | — | — | $188K | 0.9% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $167K | 0.8% | |
| TIC SOCIAL CHOICE EQUITY INST | Registered Investment Companies | — | — | $140K | 0.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $139K | 0.7% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $84K | 0.4% | |
| AMF INCOME FD OF AMERICA R6 | Registered Investment Companies | — | — | $71K | 0.3% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $49K | 0.2% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $47K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $38K | 0.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $35K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $26K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
