Dimitri Sayegh signed Bernards Bros. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bernards Bros. Inc.'s EIN is 95-2920045.
Download the official 2024 Form 5500 (PDF) for Bernards Bros. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bernards Bros. Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID CONTRAFUND K6 Mutual Fund | Mutual Funds | — | — | $5.9M | 10.1% | |
| FID GROWTH CO K6 Mutual Fund | Mutual Funds | — | — | $5.2M | 8.9% | |
| FID FREEDOM 2040 K Mutual Fund | Mutual Funds | — | — | $5.2M | 8.9% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $5.2M | 8.8% | |
| FID FREEDOM 2050 K Mutual Fund | Mutual Funds | — | — | $4.2M | 7.2% | |
| FID FREEDOM 2035 K Mutual Fund | Mutual Funds | — | — | $3.5M | 5.9% | |
| BROKERAGELINK Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $3.2M | 5.4% | |
| FID FREEDOM 2055 K Mutual Fund | Mutual Funds | — | — | $2.5M | 4.3% | |
| MS W LARGE CAP GR R1 Mutual Fund | Other securities | — | — | $2.3M | 4.0% | |
| FID FREEDOM 2030 K Mutual Fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| FID FREEDOM 2045 K Mutual Fund | Mutual Funds | — | — | $2.3M | 3.9% | |
| FID MID CAP STOCK K Mutual Fund | Mutual Funds | — | — | $1.6M | 2.7% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $1.5M | 2.5% | |
| FID INTERMED BOND Mutual Fund | Mutual Funds | — | — | $1.4M | 2.4% | |
| FID FREEDOM 2025 K Mutual Fund | Mutual Funds | — | — | $1.4M | 2.4% | |
| FID DIVERSFD INTL K6 Mutual Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $963K | 1.6% | |
| FID FREEDOM 2060 K Mutual Fund | Mutual Funds | — | — | $941K | 1.6% | |
| Participant loans August 2033 | Participant loans | — | — | $922K | 1.6% | |
| FID FREEDOM 2020 K Mutual Fund | Mutual Funds | — | — | $809K | 1.4% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $754K | 1.3% | |
| EATON LG CAP VALUE A Mutual Fund | Other securities | — | — | $661K | 1.1% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $650K | 1.1% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $525K | 0.9% | |
| FID FREEDOM INC K Mutual Fund | Mutual Funds | — | — | $316K | 0.5% | |
| FID FREEDOM 2065 K Mutual Fund | Mutual Funds | — | — | $260K | 0.4% | |
| COHEN & STEERS RLTY Mutual Fund | Other securities | — | — | $182K | 0.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $82K | 0.1% | |
| FID FREEDOM 2010 K Mutual Fund | Mutual Funds | — | — | $13K | <0.1% | |
| FID FREEDOM 2015 K Mutual Fund | 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.
