Downey Brand LLP's EIN is 94-0438033.
Download the official 2024 Form 5500 (PDF) for Downey Brand LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Downey Brand LLP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | — | RECORDKEEPER | $239K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISOR | $167K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET HYBRID 2025 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $13.7M | 14.1% | |
| T ROWE PRICE RET HYBRID 2030 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $10.2M | 10.5% | |
| T ROWE PRICE RET HYBRID 2035 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $9.4M | 9.7% | |
| Vanguard Total Stock Market Idx Instl Registered investment company | Common Collective Trusts | — | — | $9.2M | 9.5% | |
| T ROWE PRICE RET HYBRID 2040 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $8.0M | 8.3% | |
| T ROWE PRICE RET HYBRID 2045 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $6.2M | 6.4% | |
| Self-directed brokerage accounts Brokerage accounts | Self-Directed Brokerage | — | — | $5.7M | 5.8% | |
| Vanguard Federal Money Market Inv Registered investment company | Mutual Funds | — | — | $4.3M | 4.5% | |
| T ROWE PRICE RET HYBRID 2050 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $4.3M | 4.4% | |
| Jpmorgan Large Cap Growth R6 Registered investment company | Common Stocks | — | — | $3.4M | 3.5% | |
| T ROWE PRICE RET HYBRID 2020 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $3.1M | 3.2% | |
| Vanguard Total Bond Market Index Admiral Registered investment company | Mutual Funds | — | — | $2.2M | 2.3% | |
| Vanguard Total Intl Stock Index Admiral Registered investment company | Mutual Funds | — | — | $2.0M | 2.1% | |
| T ROWE PRICE RET HYBRID 2055 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $1.8M | 1.9% | |
| Blackrock Total Return K Registered investment company | Common Stocks | — | — | $1.7M | 1.8% | |
| T ROWE PRICE RET HYBRID 2010 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $1.3M | 1.3% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Vanguard Equity-Income Adm Registered investment company | Mutual Funds | — | — | $1.1M | 1.1% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 001 | Common Collective Trust | — | — | $920K | 0.9% | |
| T ROWE PRICE RET HYBRID 2060 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $740K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered investment company | Common Collective Trusts | — | — | $620K | 0.6% | |
| Victory Sycamore Small Company Opp R6 Registered investment company | Common Stocks | — | — | $534K | 0.6% | |
| Pimco Income Instl Registered investment company | Mutual Funds | — | — | $518K | 0.5% | |
| COHEN & STEERS US REALTY FUND CLASS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $503K | 0.5% | |
| Participant loans various maturities through January 2036. -0- | Participant loans | — | — | $468K | 0.5% | |
| T ROWE PRICE RET HYBRID 2015 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $452K | 0.5% | |
| Vanguard Total Intl Bd Idx Admiral Registered investment company | Common Collective Trusts | — | — | $324K | 0.3% | |
| Brandywineglobal - Corp Credit Fd Registered investment company | Common Stocks | — | — | $245K | 0.3% | |
| American Funds Smallcap World R6 Registered investment company | Mutual Funds | — | — | $200K | 0.2% | |
| Lord Abbett Short Duration Income R6 Registered investment company | Mutual Funds | — | — | $160K | 0.2% | |
| American Funds New Perspective R6 Registered investment company | Mutual Funds | — | — | $70K | <0.1% | |
| T ROWE PRICE RET HYBRID 2065 T ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
