Maurene Carlson signed Brown and Caldwell's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown and Caldwell's EIN is 94-1446346.
Download the official 2024 Form 5500 (PDF) for Brown and Caldwell from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown and Caldwell's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $267K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $180K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $2K |
| — |
| QDRO CONSULTANTS COMPANY, LLC | — | MEDINA, OH | NONE | $600 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $111.1M | 19.3% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $44.3M | 7.7% | |
| Jpmorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $36.2M | 6.3% | |
| TCW Metwest Total Return Bond Plan Mutual Fund | Other securities | — | — | $35.1M | 6.1% | |
| American Funds Washington Mutual R6 Mutual Fund | Mutual Funds | — | — | $34.3M | 6.0% | |
| Schwab SDB Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $25.4M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $24.9M | 4.3% | |
| JPMCB STABLE ASSET INCOME F JPMORGAN CHASE · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $22.5M | 3.9% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $21.2M | 3.7% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $21.1M | 3.7% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $19.9M | 3.5% | |
| Janus Henderson Enterprise N Mutual Fund | Mutual Funds | — | — | $19.7M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $19.3M | 3.4% | |
| MacQuarie Science and Technology R6 Mutual Fund | Other securities | — | — | $18.9M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $16.7M | 2.9% | |
| American Century Small Cap Value R6 Mutual Fund | Other securities | — | — | $16.5M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $11.8M | 2.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $11.3M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $10.5M | 1.8% | |
| Calvert Bond I Mutual Fund | U.S. Treasuries | — | — | $8.5M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.0% | |
| Ab Small Cap Growth I Mutual Fund | Other securities | — | — | $5.2M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.7M | 0.8% | |
| Nuveen Real Estate Securities I Mutual Fund | Mutual Funds | — | — | $4.5M | 0.8% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $3.8M | 0.7% | |
| Vanguard Selected Value Inv Mutual Fund | Mutual Funds | — | — | $3.5M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.6% | |
| American Funds Europacific Gr R6 Mutual Fund | Mutual Funds | — | — | $2.6M | 0.4% | |
| T ROWE PRICE RETIREMENT BALANCED TR T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| Causeway International Value Instl Mutual Fund | Other securities | — | — | $1.1M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $786K | 0.1% |
