Nazneen Bandukwala signed Brainlab, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brainlab, Inc.'s EIN is 91-1934839.
Download the official 2024 Form 5500 (PDF) for Brainlab, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brainlab, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $41K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $72.1M | 94.4% | |
| Fidelity 500 Index Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $11.9M | 15.6% | |
| Nuveen Large-Cap Growth Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $8.1M | 10.6% | |
| American Funds 2050 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $4.5M | 5.9% | |
| Columbia Contrarian Core Fund Inst. 3 Pooled Separate Account - | Pooled Separate Accounts | — | — | $3.6M | 4.7% | |
| American Funds American Balanced R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $3.5M | 4.6% | |
| American Funds New Perspective R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $3.2M | 4.2% | |
| Vanguard Mid-Cap Index Fund Admiral Pooled Separate Account - | Pooled Separate Accounts | — | — | $3.2M | 4.2% | |
| Hartford Dividend & Growth Fund R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $3.1M | 4.1% | |
| American Funds 2055 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $3.0M | 3.9% | |
| Vanguard Small-Cap Index Fund Admiral Pooled Separate Account - | Pooled Separate Accounts | — | — | $2.7M | 3.6% | |
| MFS International Value Fund R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $2.4M | 3.1% | |
| Voya Intermediate Bond Fund R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $2.2M | 2.9% | |
| Vanguard Developed Markets Index Adm. Pooled Separate Account - | Pooled Separate Accounts | — | — | $2.2M | 2.8% | |
| DFA U.S. Targeted Value Portfolio Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $2.1M | 2.8% | |
| American Funds 2060 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $2.0M | 2.6% | |
| Brokerage account Charles Schwab Self-Directed Brokerage Account - | Self-Directed Brokerage | — | — | $1.9M | 2.5% | |
| Voya Fixed Account - | Other securities | — | — | $1.8M | 2.4% | |
| AB Small Cap Growth Portfolio - Class Z Pooled Separate Account - | Pooled Separate Accounts | — | — | $1.5M | 2.0% | |
| American Funds 2045 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $1.5M | 2.0% | |
| Fidelity Emerging Markets Fund K Pooled Separate Account - | Pooled Separate Accounts | — | — | $1.4M | 1.9% | |
| Neuberger Berman Mid Cap Growth R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $1.4M | 1.8% | |
| Vangrd FTSE Social Ind Fd Adm Registered Investment Company | Common Stocks | — | — | $1.1M | 1.4% | |
| DFA Inflation-Protected Securities Port. Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $1.0M | 1.3% | |
| American Century Mid Cap Value Fund R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $965K | 1.3% | |
| PIMCO High Yield Fund Institutional Pooled Separate Account - | Pooled Separate Accounts | — | — | $757K | 1.0% | |
| American Funds 2040 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $743K | 1.0% | |
| DFA Real Estate Securities Portfolio Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $694K | 0.9% | |
| Nuveen Lifecycle Index 2050 Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $666K | 0.9% | |
| American Funds 2035 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $529K | 0.7% | |
| 2025 to May 2047. - | Other securities | — | — | $496K | 0.6% | |
| American Funds 2030 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $348K | 0.5% | |
| American Funds 2065 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $337K | 0.4% | |
| AB Global Bond Fund Z Pooled Separate Account - | Pooled Separate Accounts | — | — | $301K | 0.4% | |
| Nuveen Lifecycle Index 2055 Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $288K | 0.4% | |
| American Funds 2020 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $155K | 0.2% | |
| Vanguard Intermediate Term Bond Ind Fund Adm Pooled Separate Account - | Pooled Separate Accounts | — | — | $146K | 0.2% | |
| Voya Retirement Insurance and Annuity Company (cont'd) Separate Account D (cont'd) * Nuveen Lifecycle Index 2035 Fund Inst. Pooled Separate Account - 254 * Nuveen Lifecycle Index 2040 Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $136K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $106K | 0.1% | |
| American Funds 2025 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $84K | 0.1% | |
| Voya Gov Money Market Pooled Separate Account - | Pooled Separate Accounts | — | — | $79K | 0.1% | |
| Nuveen Lifecycle Index 2065 Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $71K | <0.1% | |
| Nuveen Lifecycle Index 2045 Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $22K | <0.1% | |
| American Funds 2015 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $17K | <0.1% | |
| American Funds 2010 Target Date R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $14K | <0.1% | |
| Nuveen Lifecycle Ind. Ret. Income Fd Inst. Pooled Separate Account - 238 * Nuveen Lifecycle Index 2015 Fund Inst. Pooled Separate Account - | Pooled Separate Accounts | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-2985770 |
| — |
| SERVICE PROVIDER |
| $9K |
| — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | SERVICE PROVIDER | $0 | — |
