Jason Welsh signed The BRIX Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The BRIX Group, Inc.'s EIN is 94-2177912.
Download the official 2024 Form 5500 (PDF) for The BRIX Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The BRIX Group, Inc.'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Investment Co. American Funds Invmt Co Of America R4 | Mutual Funds | — | — | $2.3M | 28.6% | |
| American Funds Investment Co. American Funds 2030 Target Date Fund R4 | Mutual Funds | — | — | $1.1M | 13.9% | |
| American Funds Investment Co. American Funds 2020 Target Date Fund R4 | Mutual Funds | — | — | $948K | 11.9% | |
| American Funds Investment Co. American Funds 2040 Target Date Fund R4 | Mutual Funds | — | — | $732K | 9.2% | |
| American Funds Investment Co. American Funds 2025 Target Date Fund R4 | Mutual Funds | — | — | $631K | 7.9% | |
| American Funds Investment Co. American Funds 2045 Target Date Fund R4 | Mutual Funds | — | — | $370K | 4.7% | |
| American Funds Investment Co. American Funds 2055 Target Date Fund R4 | Mutual Funds | — | — | $338K | 4.3% | |
| American Funds Investment Co. American Funds 2010 Target Date Fund R4 | Mutual Funds | — | — | $263K | 3.3% | |
| American Funds Investment Co. American Funds 2050 Target Date Fund R4 | Mutual Funds | — | — | $226K | 2.8% | |
| American Funds Investment Co. American Funds 2015 Target Date Fund R4 | Mutual Funds | — | — | $146K | 1.8% | |
| American Funds Investment Co. American Funds 2035 Target Date Fund R4 | Mutual Funds | — | — | $116K | 1.5% | |
| American Funds Investment Co. American Funds Washington Mutual R4 | Mutual Funds | — | — | $107K | 1.3% | |
| American Funds Investment Co. American Funds Amcap R4 | Mutual Funds | — | — | $106K | 1.3% | |
| EB MAGIC 75 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $99K | 1.2% | |
| American Funds Investment Co. American Funds 2060 Target Date Fund R4 | Mutual Funds | — | — | $79K | 1.0% | |
| American Funds Investment Co. American Funds Bond Fund Of Amer R4 | Mutual Funds | — | — | $61K | 0.8% | |
| Columbia Investment Mgmt. Co. Columbia Small Cap Index A | Common Stocks | — | — | $47K | 0.6% | |
| American Funds Investment Co. American Funds Inflation Linked Bd Fd R4 | Mutual Funds | — | — | $47K | 0.6% | |
| American Funds Investment Co. American Funds New World Fund R4 | Mutual Funds | — | — | $44K | 0.5% | |
| American Funds Investment Co. American Funds Europacific Gr R4 | Mutual Funds | — | — | $38K | 0.5% | |
| American Funds Investment Co. American Funds Interm Bd Fd Of Amer R4 | Mutual Funds | — | — | $37K | 0.5% | |
| Columbia Investment Mgmt. Co. Columbia Large Cap Index A | Common Stocks | — | — | $25K | 0.3% | |
| BlackRock, Inc. Blackrock High Yield Inv A | Common Stocks | — | — | $15K | 0.2% | |
| American Funds Investment Co. American Funds 2065 Target Date Fund R4 | Mutual Funds | — | — | $8K | 0.1% | |
| Invesco Ltd. Invesco Global Real Estate A | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
