Norma LUNA-Torres signed Burlingame Industries, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burlingame Industries, Incorporated's EIN is 94-1701932.
Download the official 2024 Form 5500 (PDF) for Burlingame Industries, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Burlingame Industries, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $30K | — |
| SWENSON CORPORATION | 33-0305865 |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Fund - | Common Collective Trusts | — | — | $11.9M | 13.3% | |
| MORLEY STABLE VALUE FD NET 70 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $11.9M | 13.3% | |
| Pimco Total Return Fund - | Mutual Funds | — | — | $10.9M | 12.2% | |
| Pioneer Fundamental Growth K - | Other securities | — | — | $8.5M | 9.5% | |
| Putnam Large Cap Value R6 - | Mutual Funds | — | — | $6.1M | 6.8% | |
| T Rowe T Rowe Price Overseas Stock - | Mutual Funds | — | — | $5.1M | 5.7% | |
| Vanguard Mid Cap Index Admiral - | Mutual Funds | — | — | $3.6M | 4.0% | |
| Blackrock High Yield Bond K - | Other securities | — | — | $3.3M | 3.7% | |
| Victory Trivalent Intl Sm C R6 - | Other securities | — | — | $3.0M | 3.3% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $2.5M | 2.8% | |
| 10.5%. - | Bonds / Notes | — | — | $2.5M | 2.8% | |
| DFA Emerging Markets Core Eq - | Mutual Funds | — | — | $2.3M | 2.6% | |
| Vanguard Target Retirement 2060 - | Mutual Funds | — | — | $2.2M | 2.5% | |
| Wasatch Core Growth CL I - | Other securities | — | — | $2.2M | 2.5% | |
| MFS NEWDISCOVERY VALUE FUND R6 Registered Investment Company | Mutual Funds | — | — | $2.0M | 2.3% | |
| Vanguard Target Retirement 2030 - | Mutual Funds | — | — | $1.7M | 1.9% | |
| Vanguard Target Retirement 2040 - | Mutual Funds | — | — | $1.4M | 1.6% | |
| Vanguard Target Retirement 2045 - | Mutual Funds | — | — | $1.4M | 1.5% | |
| SCHWAB BANK SAVINGS Money Market / Cash Equivalent | Mutual Funds | — | — | $1.4M | 1.5% | |
| Vanguard Target Retirement 2025 - | Mutual Funds | — | — | $1.4M | 1.5% | |
| Vanguard Small Cap Index Admiral - | Mutual Funds | — | — | $1.3M | 1.5% | |
| Vanguard Target Retirement 2055 - | Mutual Funds | — | — | $1.3M | 1.5% | |
| Vanguard Target Retirement 2050 - | Mutual Funds | — | — | $1.1M | 1.2% | |
| Vanguard Target Retirement 2035 - | Mutual Funds | — | — | $705K | 0.8% | |
| Vanguard Target Retirement 2065 - | Mutual Funds | — | — | $432K | 0.5% | |
| Vanguard Target Retirement 2070 - | Mutual Funds | — | — | $84K | <0.1% | |
| Vanguard Target Retirement 2020 - | Mutual Funds | — | — | $46K | <0.1% | |
| Vanguard Target Retirement Income - | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $12K |
| — |
