Katherine Burgess signed Bluetriton Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluetriton Brands, Inc.'s EIN is 94-3027237.
Download the official 2024 Form 5500 (PDF) for Bluetriton Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluetriton Brands, 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 |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | RECORDKEEPER | $217K | — |
| CUSTOMIZED HR SOLUTIONS | 46-2183610 | — | RECORDKEEPING | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| State Street Target Retire 2035 Fd VI | Other securities | — | — | $49.4M | 10.5% | |
| State Street SStr Target Retire 2030 SL VI | Other securities | — | — | $45.2M | 9.6% | |
| State Street SStr Target Retire 2045 SL VI | Other securities | — | — | $44.1M | 9.4% | |
| State Street SStr Target Retire 2040 SL VI | Other securities | — | — | $43.8M | 9.3% | |
| S&P 500 INDEX SL FD II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $35.5M | 7.6% | |
| State Street Target Retire 2050 Fd VI | Other securities | — | — | $35.4M | 7.5% | |
| State Street Target Retire 2055 Fd VI | Other securities | — | — | $29.4M | 6.3% | |
| Dodge & Cox Dodge & Cox Stock Fund Cl X | Mutual Funds | — | — | $26.4M | 5.6% | |
| State Street Target Retire 2025 Fd VI | Other securities | — | — | $24.3M | 5.2% | |
| PGIM Jennison Growth Fund | Other securities | — | — | $21.8M | 4.6% | |
| State Street Target Retire 2060 Fd VI | Other securities | — | — | $15.8M | 3.4% | |
| Participant Loans Interest of 4.25% to 9.50% - | Bonds / Notes | — | — | $13.3M | 2.8% | |
| Loans Participant Loans (Interest of 4.25% to 9.5%) | Bonds / Notes | — | — | $13.2M | 2.8% | |
| STABLE VALUE TRUST B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $12.6M | 2.7% | |
| RUSS SM CP IND SL FD II STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $12.2M | 2.6% | |
| State Street Target Retire 2065 Fd VI | Other securities | — | — | $9.1M | 1.9% | |
| MFS International Equity | Mutual Funds | — | — | $6.4M | 1.4% | |
| State Street Target Retire 2020 Fd VI | Other securities | — | — | $5.9M | 1.3% | |
| GL AL CP EQ XUS I SL S II STATE STREET · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $4.9M | 1.0% | |
| US BOND INDEX SL FD XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4.6M | 1.0% | |
| State Street Target Retire Inc SL VI | Common Stocks | — | — | $3.6M | 0.8% | |
| Baird Core Plus Bond Fund Ins | Mutual Funds | — | — | $3.4M | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5381590 |
| — |
| ACCOUNTING |
| $93K |
| — |
| SAGE VIEW | 33-0818667 | — | AUDITOR | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 36-3109431 | — | INVEST MGR | $185K | — |
