Marcy Hartjes signed US Brick Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
US Brick Holdings, LLC's EIN is 87-2198020.
Download the official 2024 Form 5500 (PDF) for US Brick Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)US Brick Holdings, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 CAP INC BLDR R6 | Registered Investment Companies | — | — | $1.0M | 24.6% | |
| FEDERATED CAP PRES FUND R6 FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $798K | 18.9% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $432K | 10.2% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $376K | 8.9% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $271K | 6.4% | |
| PRIMECAP ODYSSEY STOCK FUND | Registered Investment Companies | — | — | $209K | 5.0% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $171K | 4.1% | |
| FULLERTHALER BEHAVE SMCP EQ R6 | Registered Investment Companies | — | — | $144K | 3.4% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $122K | 2.9% | |
| FEDERATED MDT MDCP GR R6 | Registered Investment Companies | — | — | $117K | 2.8% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $112K | 2.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $85K | 2.0% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $76K | 1.8% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $49K | 1.2% | |
| EATON VANCE INCOME BOSTON - I | Registered Investment Companies | — | — | $37K | 0.9% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $36K | 0.9% | |
| TROWE PRICE BALANCED | Registered Investment Companies | — | — | $34K | 0.8% | |
| FRANKLIN INCOME FUND R6 | Registered Investment Companies | — | — | $21K | 0.5% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $12K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $23K |
| — |
