Stacey Hudson signed Burrell-Preferred, Inc. DBA Brightli's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burrell-Preferred, Inc. DBA Brightli's EIN is 87-2756443.
Download the official 2024 Form 5500 (PDF) for Burrell-Preferred, Inc. DBA Brightli from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burrell-Preferred, Inc. DBA Brightli's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $170K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $8.8M | 9.2% | |
| American Funds 2035 Target Mutual Fund | Mutual Funds | — | — | $8.7M | 9.2% | |
| American Funds 2045 T Date R6 Registered Investment Company | Mutual Funds | — | — | $8.0M | 8.5% | |
| American Funds 2055 Target Mutual Fund | Mutual Funds | — | — | $7.7M | 8.1% | |
| American Funds 2040 Target Mutual Fund | Mutual Funds | — | — | $7.1M | 7.5% | |
| American Funds 2060 Target Mutual Fund | Mutual Funds | — | — | $5.4M | 5.7% | |
| American Funds 2030 Target Mutual Fund | Mutual Funds | — | — | $5.1M | 5.4% | |
| American Funds 2025 Target Mutual Fund | Mutual Funds | — | — | $4.5M | 4.7% | |
| American Funds 2065 Target Mutual Fund | Mutual Funds | — | — | $3.2M | 3.3% | |
| Voya Money Market Money Market 888 AB Large Cap Grw Fnd Z Mutual Fund | Cash / Money Market | — | — | $2.8M | 3.0% | |
| AUL Stable Value Account General Account | Stable Value | — | — | $2.5M | 2.6% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $2.3M | 2.4% | |
| BlackRock Total Return Mutual Fund | Other securities | — | — | $2.2M | 2.3% | |
| Putnam Small Cap Growth Mutual Fund | Mutual Funds | — | — | $1.9M | 2.0% | |
| Baird Aggregate Bond Fund Mutual Fund | Other securities | — | — | $1.8M | 1.9% | |
| Putnam Lrg Cp Val Fd - Cl R6 Registered Investment Company | Mutual Funds | — | — | $1.5M | 1.6% | |
| LOAN FUND Participant Loans - Rates 3.00% to 9.50% | Bonds / Notes | — | — | $1.4M | 1.5% | |
| American Funds 2020 Target Mutual Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| Goldman Sachs GQG Mutual Fund | Other securities | — | — | $1.1M | 1.1% | |
| MFS Mid Cap Value Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 1.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $918K | 1.0% | |
| VALIC Pooled Separate Account | Pooled Separate Accounts | — | — | $849K | 0.9% | |
| PGIM High Yield Fund R6 Registered Investment Company | Common Stocks | — | — | $655K | 0.7% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | Mutual Funds | — | — | $653K | 0.7% | |
| VALIC General Account | Other securities | — | — | $548K | 0.6% | |
| American Funds 2010 T Date R6 Registered Investment Company | Mutual Funds | — | — | $533K | 0.6% | |
| AUL General Account 474 Nuveen Lifecycle 2025 R6 Separate Account 38 * VALIC General Account | Pooled Separate Accounts | — | — | $425K | 0.4% | |
| Small Cap Index Fund Separate Account 129 Small Cap Value Fund Separate Account 296 Stock Index Fund Separate Account | Pooled Separate Accounts | — | — | $304K | 0.3% | |
| Loan Escrow Fund Separate Account 146 Mid Cap Index Fund Separate Account | Pooled Separate Accounts | — | — | $251K | 0.3% | |
| DFA US Targeted Vl Port Mutual Fund | Mutual Funds | — | — | $148K | 0.2% | |
| VALIC General Account | Other securities | — | — | $123K | 0.1% | |
| American Funds 2015 Target Mutual Fund | Mutual Funds | — | — | $54K | <0.1% | |
| Small Cap Growth Fund Separate Account | Pooled Separate Accounts | — | — | $48K | <0.1% | |
| International Growth Fund Separate Account | Pooled Separate Accounts | — | — | $38K | <0.1% | |
| GS Vit Gov Money Market Separate Account | Pooled Separate Accounts | — | — | $36K | <0.1% | |
| Vanguard Lifestrategy Moderate Separate Account | Pooled Separate Accounts | — | — | $26K | <0.1% | |
| Core Bond Fund Separate Account 460 Dividend Value Separate Account 304 Emerging Economies Separate Account 560 Global Real Estate Fund Separate Account 124 Government Securities Fund Separate Account | Pooled Separate Accounts | — | — | $26K | <0.1% | |
| Invesco Balance Risk Commodities R5 Separate Account 203 Large Capital Growth Separate Account | Pooled Separate Accounts | — | — | $12K | <0.1% | |
| Systematic Growth Fund Separate Account 119 Systematic Core Fund Separate Account | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| High Yield Bond Fund Separate Account 216 Inflation Protected Fund Separate Account 239 International Government Bond Separate Account | Pooled Separate Accounts | — | — | $10K | <0.1% | |
| Loan Collateral Fund Separate Account | Pooled Separate Accounts | — | — | $9K | <0.1% | |
| Vanguard LT Inv -Grade Fund Separate Account | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| Mid Cap Value Fund Separate Account 655 NASDAQ-100(R) Index Fund Separate Account | Pooled Separate Accounts | — | — | $8K | <0.1% | |
| Vanguard Wellington Fund Inc Separate Account | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| Growth Fund Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Mid Cap Strategic Growth Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Ariel Appreciation Fund Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| Vanguard Windsor II Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| American Funds 2070 Target Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Lifestrategy Growth Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% |
