John Borneman signed Semler Brossy Consulting Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Semler Brossy Consulting Group, LLC's EIN is 95-4885750.
Download the official 2024 Form 5500 (PDF) for Semler Brossy Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Semler Brossy Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANDARD INSURANCE COMPANY | 93-1253576 | — | SFG | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURNHAM GIBSON WEALTH ADVISORS LLC | 47-5476782 | — | TRUST PARTNER | $42K | — |
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.
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| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 94-2158860 | — | TPA ALLOWANCE PROGRAM | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB | 25-1838406 | — | TRUST PARTNER | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant-Directed Brokerage Accounts *** Brokerage Securities Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $11.3M | 46.3% | |
| BlackRock Lifepath Index 2060 K | Other securities | — | — | $2.4M | 10.0% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.7M | 7.1% | |
| BlackRock Lifepath Index 2050 K | Other securities | — | — | $1.2M | 4.8% | |
| BlackRock Lifepath Index 2055 K | Other securities | — | — | $1.0M | 4.3% | |
| BlackRock Lifepath Index 2045 K | Other securities | — | — | $852K | 3.5% | |
| Money Funds Interest-Bearing Cash Held in Participant-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $826K | 3.4% | |
| BlackRock Lifepath Index Retirement K | Other securities | — | — | $661K | 2.7% | |
| Fidelity Investments Fidelity Small-Cap Index | Mutual Funds | — | — | $463K | 1.9% | |
| BlackRock Lifepath Index 2030 K | Other securities | — | — | $442K | 1.8% | |
| LARGE CAP GROWTH FUND II CL R1 GREAT GRAY COLLECTIVE INVESTMENT FUND · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $328K | 1.3% | |
| BlackRock Lifepath Index 2040 K | Other securities | — | — | $288K | 1.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $217K | 0.9% | |
| Fidelity Investments Fidelity Institutional Index Fund | Common Collective Trusts | — | — | $214K | 0.9% | |
| Columbia Threadneedle Columbia Dividend Income Fund Institutional 3 Class | Common Stocks | — | — | $211K | 0.9% | |
| Fidelity Investments Fidelity Mid-Cap Index | Mutual Funds | — | — | $172K | 0.7% | |
| MFS Mid-Cap Growth Class R6 | Mutual Funds | — | — | $151K | 0.6% | |
| Principal Funds Principal Real Estate Securities R6 | Other securities | — | — | $103K | 0.4% | |
| MFS Mass Investors Growth Stock R6 | Mutual Funds | — | — | $93K | 0.4% | |
| JPMorgan Large-Cap Value R6 | Other securities | — | — | $83K | 0.3% | |
| Fidelity Investments Fidelity Advance International Growth Fund Class Z | Mutual Funds | — | — | $77K | 0.3% | |
| Fidleity Investments Adv Intn Grth Fund Class Z | Other securities | — | — | $77K | 0.3% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $63K | 0.3% | |
| The Standard Insurance Company Standard Stable Asset Fund D | Common Stocks | — | — | $52K | 0.2% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY COLLECTIVE INVESTENT FUND · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $48K | 0.2% | |
| Amundi US Pioneer Bond Fund Class K | Other securities | — | — | $45K | 0.2% | |
| Principal Funds Principal Small-Cap Growth R6 | Other securities | — | — | $33K | 0.1% | |
| MassMutual Premier High Yield I | Other securities | — | — | $17K | <0.1% | |
| Allspring Global Investments Allspring Special Small-Cap Value Fund R6 | Other securities | — | — | $11K | <0.1% | |
| Participant Loans Loan to participant, bearing interest at 5.25% | Bonds / Notes | — | — | $8K | <0.1% | |
| PGIM Investments PGIM Global Total Return R6 | Other securities | — | — | $3K | <0.1% |
