William Barulich signed BI Rite Restaurant Supply Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BI Rite Restaurant Supply Co., Inc.'s EIN is 94-2266266.
Download the official 2024 Form 5500 (PDF) for BI Rite Restaurant Supply Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BI Rite Restaurant Supply Co., Inc.'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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $99K | — |
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab S&P 500 Index Investment Fund 184,248 Shares Owned ^ | Common Collective Trusts | — | — | $16.6M | 33.1% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $4.1M | 8.3% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $3.3M | 6.6% | |
| The Vanguard Group Mid-Cap Index Fund 9,541 Shares Owned ^ | Common Collective Trusts | — | — | $3.1M | 6.2% | |
| T. Rowe Price Blue Chip Growth 14,917 Shares Owned ^ | Other securities | — | — | $2.8M | 5.5% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $2.7M | 5.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.6M | 5.3% | |
| Guggenheim Investments Total Return Bond Fund 82,373 Shares Owned ^ | Other securities | — | — | $1.9M | 3.8% | |
| Charles Schwab International Index FD 8,441 Shares Owned ^ | Mutual Funds | — | — | $1.8M | 3.6% | |
| The Vanguard Group Small-Cap Index Fund 11,401 Shares Owned ^ | Common Collective Trusts | — | — | $1.3M | 2.6% | |
| MFS Investment Management Value Fund Class A 26,129 Shares Owned ^ | Mutual Funds | — | — | $1.3M | 2.5% | |
| Dodge & Cox Intl Stock Fund 25,132 Shares Owned ^ | Mutual Funds | — | — | $1.3M | 2.5% | |
| The Vanguard Group Emerging Markets Index Fund 31,717 Shares Owned ^ | Common Collective Trusts | — | — | $1.2M | 2.3% | |
| VANGUARD REAL ESTATE INDEX ADM Registered Investment Company | Mutual Funds | — | — | $904K | 1.8% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $890K | 1.8% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $783K | 1.6% | |
| The Vanguard Group GNMA Fund 76,516 Shares Owned ^ | Agency / Mortgage-Backed | — | — | $698K | 1.4% | |
| PIMCO Income Institutional Fund 49,126 Shares Owned ^ | Mutual Funds | — | — | $517K | 1.0% | |
| PIMCO International Bond Fund 35,236 Shares Owned ^ | Mutual Funds | — | — | $350K | 0.7% | |
| dates from February 2025 to September 2035 | Other securities | — | — | $331K | 0.7% | |
| SCHWAB INDEXED RET 2010 I Common Collective Trust Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
