Holly Daley signed Brooks Automation US, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brooks Automation US, LLC.'s EIN is 87-1631677.
Download the official 2024 Form 5500 (PDF) for Brooks Automation US, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brooks Automation US, LLC.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $116K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $34.2M | 18.0% | |
| FIDELITY 500 INDEX FUND Mutual Fund Shares a | Common Collective Trusts | — | — | $20.3M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $19.1M | 10.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $18.2M | 9.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $13.7M | 7.2% | |
| TRP GROWTH STOCK Mutual Fund Shares a | Other securities | — | — | $11.2M | 5.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $9.9M | 5.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $8.1M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.3M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.4M | 2.9% | |
| AMER FDS FUNDAMENTAL INV R5 Mutual Fund Shares a | Other securities | — | — | $5.1M | 2.7% | |
| TRP MID-CAP GROWTH Mutual Fund Shares a | Other securities | — | — | $4.9M | 2.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.8M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.8% | |
| DODGE & COX INCOME I Mutual Fund Shares a | Mutual Funds | — | — | $2.9M | 1.5% | |
| TRP SMALL-CAP VALUE Mutual Fund Shares a | Other securities | — | — | $2.4M | 1.3% | |
| FIDELITY SMALL CAP INDEX FUND Mutual Fund Shares a | Common Collective Trusts | — | — | $2.3M | 1.2% | |
| VICTORY SYCAMORE ESTAB VALUE Mutual Fund Shares a | Other securities | — | — | $2.0M | 1.1% | |
| AMERICAN FUNDS EUROPAC GRW R6 Mutual Fund Shares a | Mutual Funds | — | — | $1.8M | 1.0% | |
| FIDELITY US BOND INDEX FUND Mutual Fund Shares a | Common Collective Trusts | — | — | $1.7M | 0.9% | |
| Participant Loans Interest rates 4.25% to 9.50% - | Bonds / Notes | — | — | $1.6M | 0.8% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.7% | |
| FIDELITY SHRT TRM BD INX INSTL Mutual Fund Shares a | Mutual Funds | — | — | $1.2M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.6% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| FIDELITY MID CAP INDEX FUND Mutual Fund Shares a | Common Collective Trusts | — | — | $841K | 0.4% | |
| FIDELITY INTL INDEX FUND Mutual Fund Shares a | Common Collective Trusts | — | — | $825K | 0.4% | |
| JPMORGAN EMERGING MKTS EQ R6 Mutual Fund Shares a | Other securities | — | — | $812K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $696K | 0.4% | |
| FIDELITY SMALL CAP GROWTH K6 Mutual Fund Shares a | Mutual Funds | — | — | $689K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $668K | 0.4% | |
| JPMORGAN U.S. VALUE FUND R6 Mutual Fund Shares a | Other securities | — | — | $652K | 0.3% | |
| T ROWE PRICE GOVERNMENT MONEY Mutual Fund Shares a | Mutual Funds | — | — | $207K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
