Phurbu LAMA signed Berlinrosen Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berlinrosen Holdings' EIN is 87-4291223.
Download the official 2024 Form 5500 (PDF) for Berlinrosen Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berlinrosen Holdings' 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $25K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $8.4M | 15.1% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $8.1M | 14.4% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $6.5M | 11.7% | |
| JPMorgan Large Cap Growth | Other securities | — | — | $5.5M | 9.8% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $4.8M | 8.7% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $4.8M | 8.5% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $3.2M | 5.7% | |
| Columbia Contrarian Core Inst | Other securities | — | — | $1.3M | 2.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $1.2M | 2.2% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $1.2M | 2.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.1M | 2.0% | |
| Hartford International Opportunities | Other securities | — | — | $1.1M | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $863K | 1.5% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $718K | 1.3% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $689K | 1.2% | |
| Fidelity International Index | Mutual Funds | — | — | $560K | 1.0% | |
| Fidelity Total Bond | Mutual Funds | — | — | $525K | 0.9% | |
| Fidelity U.S. Sustainability Index | Mutual Funds | — | — | $494K | 0.9% | |
| MFS Value | Mutual Funds | — | — | $464K | 0.8% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $381K | 0.7% | |
| MFS Mid Cap Growth | Mutual Funds | — | — | $346K | 0.6% | |
| Fidelity Balanced | Mutual Funds | — | — | $344K | 0.6% | |
| Fidelity Freedom 2030 | Mutual Funds | — | — | $325K | 0.6% | |
| Cohen & Steers Real Estate Securities | Other securities | — | — | $303K | 0.5% | |
| Participants Participant notes receivable - Interest rates ranging from 4.25 to 10.50 percent - | Other securities | — | — | $241K | 0.4% | |
| Fidelity Small Cap Growth | Mutual Funds | — | — | $167K | 0.3% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $97K | 0.2% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $78K | 0.1% | |
| Allspring Special Small Cap Value | Other securities | — | — | $57K | 0.1% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $36K | <0.1% | |
| PGIM High Yield | Other securities | — | — | $32K | <0.1% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $14K | <0.1% | |
| Fidelity Inflation-Prot Bd Index | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
