Brown & Haley's EIN is 91-0157130.
Download the official 2024 Form 5500 (PDF) for Brown & Haley from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown & Haley'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Balanced Fund 11,357 Units Mutual Fund | Mutual Funds | — | — | $1.2M | 36.8% | |
| Vanguard 500 Index Fund 1,263 Units Mutual Fund | Common Collective Trusts | — | — | $686K | 21.9% | |
| Standard Stable Asset A 10,339 Units Guaranteed | Other securities | — | — | $361K | 11.5% | |
| JP Morgan Large-Cap Growth 2,721 Units Mutual Fund | Other securities | — | — | $228K | 7.3% | |
| American Funds Europacific 2,122 Units Mutual Fund | Mutual Funds | — | — | $114K | 3.6% | |
| Vanguard Small Cap Value Index 1,206 Units Mutual Fund | Mutual Funds | — | — | $103K | 3.3% | |
| Columbia Dividend Income Fund 2,623 Units Mutual Fund | Other securities | — | — | $87K | 2.8% | |
| Carillon Eagle Mid-Cap 1,051 Units Mutual Fund | Other securities | — | — | $82K | 2.6% | |
| Fidelity Advanced Total Bond Fund 8,562 Units Mutual Fund | Mutual Funds | — | — | $80K | 2.6% | |
| Allspring Special Mid Cap Value 1,666 Units Mutual Fund | Other securities | — | — | $80K | 2.5% | |
| Columbia Small Cap Index Class Z 2,325 Units Mutual Fund | Other securities | — | — | $53K | 1.7% | |
| PGIM High-Yield Fund Z 8,738 Units Mutual Fund | Other securities | — | — | $42K | 1.3% | |
| 9.50% interest rate | Bonds / Notes | — | — | $42K | 1.3% | |
| Columbia Corporate Income Fund 2,562 Units Mutual Fund | Other securities | — | — | $23K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
