Joanna Stone signed Brady Services Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brady Services Holdings, Inc.'s EIN is 85-3416598.
Download the official 2024 Form 5500 (PDF) for Brady Services Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brady Services Holdings, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
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 American Funds 2030 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $10.8M | 17.1% | |
| American Funds American Funds 2035 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $8.0M | 12.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.7M | 10.5% | |
| American Funds American Funds 2045 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $5.9M | 9.3% | |
| American Funds American Funds 2040 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $5.6M | 8.9% | |
| American Funds American Funds 2025 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $4.5M | 7.2% | |
| American Funds American Funds 2050 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $3.6M | 5.6% | |
| T.Rowe T. Rowe Price Growth Stock Fund | Other securities | — | — | $3.0M | 4.8% | |
| American Funds American Funds 2055 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $2.7M | 4.2% | |
| American Funds American Funds 2060 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $2.2M | 3.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 2.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 1.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $880K | 1.4% | |
| American Funds American Funds 2020 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $769K | 1.2% | |
| JP Morgan JP Morgan Emerging Markets Equity Fund Class R6 ** 127 JP Morgan JP Morgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $761K | 1.2% | |
| JP Morgan JP Morgan Equity Income Fund Class R6 | Other securities | — | — | $723K | 1.1% | |
| Participants notes 5.25% - 10.50% maturing through 2029 | Bonds / Notes | — | — | $627K | 1.0% | |
| American Funds American Funds 2015 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $389K | 0.6% | |
| Allspring Special Mid Cap Value Fund Class R6 | Other securities | — | — | $388K | 0.6% | |
| Columbia Investments Columbia Small Cap Value II I3 | Other securities | — | — | $365K | 0.6% | |
| PGIM Investments PGIM High Yield Fund Class R6 ** 449 MFS Investment MFS Value Fund Class R6 ** 995 MFS Investment MFS International Growth Fund Class R6 | Mutual Funds | — | — | $324K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $204K | 0.3% | |
| American Century American Century Small Cap Growth Fund R6 Class | Other securities | — | — | $184K | 0.3% | |
| American Funds American Funds 2065 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $106K | 0.2% | |
| American Funds American Funds 2010 Target Date Retirement Fund Class R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Allspring Core Bond R6 | Other securities | — | — | $5K | <0.1% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $0 | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
