Brittany Iverson signed Braintree Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Braintree Group, LLC's EIN is 84-2613166.
Download the official 2024 Form 5500 (PDF) for Braintree Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Braintree Group, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY & LIFE INS CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1517485 | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $962K | 19.8% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $745K | 15.3% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $670K | 13.8% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $530K | 10.9% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $484K | 10.0% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $434K | 8.9% | |
| FRANKLIN RISING DIVIDENDS R6 Mutual Funds N/A 159 * EMPOWER CORE BOND FUND INST Mutual Funds N/A 420 FIDELITY 500 INDEX Mutual Funds N/A | Common Collective Trusts | — | — | $291K | 6.0% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $169K | 3.5% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $140K | 2.9% | |
| FIDELITY MID CAP INDEX Mutual Funds N/A | Mutual Funds | — | — | $97K | 2.0% | |
| PIMCO COMMODITY REAL RET STRAT INSTL Mutual Funds N/A 266 VANGUARD REAL ESTATE INDEX ADMIRAL Mutual Funds N/A 594 VANGUARD SMALL CAP INDEX ADM Mutual Funds N/A | Mutual Funds | — | — | $91K | 1.9% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $79K | 1.6% | |
| AMERICAN CENTURY MID CAP VALUE R6 Mutual Funds N/A 895 AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual Funds N/A | Mutual Funds | — | — | $39K | 0.8% | |
| JPMORGAN EQUITY INCOME R6 Mutual Funds N/A | Other securities | — | — | $30K | 0.6% | |
| BLACKROCK STRATEGIC INCOME OPPS K Mutual Funds N/A 13 CLEARBRIDGE SMALL CAP GROWTH IS Mutual Funds N/A | Other securities | — | — | $21K | 0.4% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds N/A 990 AMERICAN FUNDS NEW WORLD R6 Mutual Funds N/A 686 BLACKROCK HEALTH SCIENCES OPPS K Mutual Funds N/A | Mutual Funds | — | — | $19K | 0.4% | |
| JANUS HENDERSON ENTERPRISE N Mutual Funds N/A | Mutual Funds | — | — | $18K | 0.4% | |
| DELAWARE IVY SCIENCE AND TECHNOLOGY R6 Mutual Funds N/A | Other securities | — | — | $9K | 0.2% | |
| PIMCO INCOME INSTL Mutual Funds N/A | Mutual Funds | — | — | $5K | <0.1% | |
| KEY GUARANTEED PORTFOLIO FUND Guaranteed Investment Contract N/A | Stable Value | — | — | $4K | <0.1% | |
| FRANKLIN MUTUAL GLOBAL DISCOVERY R6 Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| AMERICAN FUNDS AMCAP R6 Mutual Funds N/A | Mutual Funds | — | — | $3K | <0.1% | |
| BLACKROCK EAFE EQUITY INDEX FEE GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $3K | <0.1% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO K Mutual Funds N/A | Other securities | — | — | $2K | <0.1% | |
| DODGE & COX INCOME- I Mutual Funds N/A | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION SERVICES | 82-0433443 | BOISE, ID | CONTRACT ADMIN | $3K | — |
