Blackberry Farm's EIN is 90-0421055.
Download the official 2024 Form 5500 (PDF) for Blackberry Farm from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blackberry Farm's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNITY INSURANCE CO OF AM | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $54K | — |
| ERISA SERVICES, INC. | — | KNXOVILLE, TN | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RATHER & KITTRELL |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Inv 41,315.136 | Mutual Funds | — | — | $1.8M | 13.4% | |
| Vanguard Target Retirement 2060 Inv 26,669.287 | Mutual Funds | — | — | $1.4M | 10.2% | |
| Vanguard Target Retirement 2035 Inv 47,972.208 | Mutual Funds | — | — | $1.2M | 8.6% | |
| Vanguard Target Retirement 2050 Inv 20,075.909 | Mutual Funds | — | — | $1.0M | 7.5% | |
| Fidelity Large Cap Growth Index 23,760.909 | Mutual Funds | — | — | $931K | 7.0% | |
| Vanguard Target Retirement 2045 Inv 31,291.033 | Mutual Funds | — | — | $928K | 7.0% | |
| Vanguard Target Retirement 2055 Inv 15,525.356 | Mutual Funds | — | — | $863K | 6.5% | |
| Vanguard Value Index Adm 12,613.817 | Mutual Funds | — | — | $833K | 6.2% | |
| Vanguard 500 Index Admiral 1,262.090 | Common Collective Trusts | — | — | $685K | 5.1% | |
| Vanguard Target Retirement Income Inv 37,619.273 | Mutual Funds | — | — | $493K | 3.7% | |
| Vanguard Small Cap Index Adm 3,821.224 | Mutual Funds | — | — | $440K | 3.3% | |
| iShares MSCI EAFE International Index K 28,557.068 | Other securities | — | — | $436K | 3.3% | |
| Vanguard Interm-Term Bond Index Adm 42,973.814 | Mutual Funds | — | — | $435K | 3.3% | |
| Vanguard Information Technology Idx Adm 740.302 | Common Collective Trusts | — | — | $236K | 1.8% | |
| Vanguard Mid Cap Index Fund - Admiral 576.763 | Common Collective Trusts | — | — | $189K | 1.4% | |
| Vanguard Target Retirement 2025 Inv 9,455.577 | Mutual Funds | — | — | $177K | 1.3% | |
| Vanguard Target Retirement 2030 Inv 4,492.629 | Mutual Funds | — | — | $170K | 1.3% | |
| Fidelity Emerging Markets Index 13,781.902 | Mutual Funds | — | — | $144K | 1.1% | |
| EI Fixed Account - Series Class III N/A | Other securities | — | — | $125K | 0.9% | |
| Fidelity Inflation Protected Bond Index 10,427.078 | Mutual Funds | — | — | $93K | 0.7% | |
| DFA Intl Sustainability Core 1 6,777.927 | Mutual Funds | — | — | $85K | 0.6% | |
| Vanguard Real Estate Index Admiral 636.037 | Mutual Funds | — | — | $80K | 0.6% | |
| Vanguard Health Care Index Adm 512.220 | Mutual Funds | — | — | $65K | 0.5% | |
| Vanguard Short-Term Investment-Grade Adm 4,848.199 | Mutual Funds | — | — | $50K | 0.4% | |
| Participant Loans Interest Rate (ranging from 4.50-9.50%) N/A | Bonds / Notes | — | — | $45K | 0.3% | |
| Vanguard Energy Index Adm 660.020 | Mutual Funds | — | — | $40K | 0.3% | |
| DFA U.S. Sustainability Core 1 773.142 | Mutual Funds | — | — | $35K | 0.3% | |
| Forfeitures N/A | Other securities | — | — | $28K | 0.2% | |
| Vanguard Utilities Index Adm 254.295 | Mutual Funds | — | — | $21K | 0.2% | |
| Vanguard Target Retirement 2065 Inv 407.176 | Mutual Funds | — | — | $14K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 91-2046298 |
| — |
| INVESTMENT ADVISOR |
| $24K |
| — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVEST ADVISOR | $4K | — |
