Sydney Keefe signed Prophet Brand Strategy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prophet Brand Strategy's EIN is 94-3188022.
Download the official 2024 Form 5500 (PDF) for Prophet Brand Strategy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prophet Brand Strategy'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVT RESEARCH ADV INC | — | FAIRFIELD, IA | RETAINED BY PLAN SPONSOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fd Admiral Mutual fund N/R | Common Collective Trusts | — | — | $19.5M | 26.8% | |
| MFS Total Return Fd CI R3 Mutual fund N/R | Mutual Funds | — | — | $14.9M | 20.5% | |
| MFS Intntl Intrinsic Value R3 Mutual fund N/R | Mutual Funds | — | — | $3.7M | 5.1% | |
| Vanguard Mid Cap Index Adm Mutual fund N/R | Mutual Funds | — | — | $3.5M | 4.8% | |
| American Wash Mutual Inv Fd R4 Mutual fund N/R | Other securities | — | — | $3.2M | 4.3% | |
| NYL Guaranteed Interest Acct Fully benefit-responsive N/R | Other securities | — | — | $2.9M | 4.0% | |
| Franklin Income Fd A1 Mutual fund N/R | Mutual Funds | — | — | $2.5M | 3.4% | |
| Invesco Equity & Income A Mutual fund N/R | Mutual Funds | — | — | $2.5M | 3.4% | |
| JP Morgan U.S. Equity Fd A Mutual fund N/R | Other securities | — | — | $2.5M | 3.4% | |
| Vanguard Sm Cap Index Fd Adm Mutual fund N/R | Mutual Funds | — | — | $2.3M | 3.2% | |
| Goldman Sachs Mid Cap Value A Mutual fund N/R | Other securities | — | — | $2.1M | 2.9% | |
| American Small Cap World R4 Mutual fund N/R | Other securities | — | — | $1.8M | 2.4% | |
| Macquarie Mid Cap Growth R6 Mutual fund N/R | Other securities | — | — | $1.5M | 2.0% | |
| Guggenheim Inv Grade Bd Instl Mutual fund N/R | Other securities | — | — | $1.5M | 2.0% | |
| Blackrock Global Alloc Fund A Mutual fund N/R | Other securities | — | — | $1.4M | 1.9% | |
| Fid Advisor Strategic Inc A Mutual fund N/R | Mutual Funds | — | — | $1.3M | 1.8% | |
| The Growth Fund of America R4 Mutual fund N/R | Other securities | — | — | $1.2M | 1.7% | |
| Fid Advisor New Insights A Mutual fund N/R | Mutual Funds | — | — | $1.0M | 1.4% | |
| MFS Value Fund R3 Mutual fund N/R | Mutual Funds | — | — | $740K | 1.0% | |
| Franklin Small Cap Growth R6 Mutual fund N/R | Mutual Funds | — | — | $623K | 0.9% | |
| Cohen & Steers Real Est Sec I Mutual fund N/R | Other securities | — | — | $619K | 0.8% | |
| JP Morgan Emerging Mkts Eqty R5 Mutual fund N/R | Other securities | — | — | $569K | 0.8% | |
| Goldman Sachs Small Cap Val A Mutual fund N/R | Other securities | — | — | $415K | 0.6% | |
| investment contract * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $288K | 0.4% | |
| Vanguard Dev Mrkts Indx Adm Mutual fund N/R | Mutual Funds | — | — | $160K | 0.2% | |
| Lord Abbett High Yield CI R4 Mutual fund N/R | Mutual Funds | — | — | $98K | 0.1% | |
| Calvert US LC Core Res Idx R6 Mutual fund N/R | Common Collective Trusts | — | — | $64K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT | — | SAN RAFAEL, CA | RETAINED BY PLAN SPONSOR | $51K | — |
