Charles Braico signed Board of Trustees, Entertainment Industry 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Entertainment Industry 401(k) Plan's EIN is 95-7006851.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Entertainment Industry 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS, INC. | 95-4654044 | — | NONE | $1.5M | — |
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 | |||||
|---|---|---|---|---|---|---|
| Institutional Index I | Other securities | — | — | $90.3M | 12.5% | |
| LARGE CAP GROWTH I (PUTNAM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 274 | Pooled Separate Account | — | — | $79.7M | 11.0% | |
| Jennison Growth Z | Other securities | — | — | $60.4M | 8.3% | |
| SmartRetirement Blend 2035 R4 | Other securities | — | — | $42.6M | 5.9% | |
| SmartRetirement Blend 2030 R4 | Other securities | — | — | $37.1M | 5.1% | |
| SmartRetirement Blend 2040 R4 | Other securities | — | — | $35.9M | 5.0% | |
| Empower Annuity Insurance Company * Guaranteed Income Fund | Insurance Contracts | — | — | $34.9M | 4.8% | |
| SmartRetirement Blend 2045 R4 | Other securities | — | — | $29.0M | 4.0% | |
| SmartRetirement Blend 2050 R4 | Other securities | — | — | $28.9M | 4.0% | |
| American Funds Balanced R5 | Mutual Funds | — | — | $28.7M | 4.0% | |
| SmartRetirement Blend 2025 R4 | Other securities | — | — | $27.2M | 3.8% | |
| Invesco Diversified Dividend R5 | Mutual Funds | — | — | $27.0M | 3.7% | |
| Fidelity Advisor: Energy I | Mutual Funds | — | — | $18.8M | 2.6% | |
| Janus Enterprise A | Mutual Funds | — | — | $17.9M | 2.5% | |
| SmartRetirement Blend 2055 R4 | Other securities | — | — | $17.1M | 2.4% | |
| SmartRetirement Blend Income R4 | Other securities | — | — | $16.3M | 2.3% | |
| International Capital Appreciation Class I | Other securities | — | — | $16.0M | 2.2% | |
| Mid Cap Index | Other securities | — | — | $15.9M | 2.2% | |
| SMALL CAP VALLEY/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $14.6M | 2.0% | |
| JPMorgan: SmartRetirement Blend 2020 R4 | Other securities | — | — | $13.7M | 1.9% | |
| Small Cap Index | Other securities | — | — | $13.7M | 1.9% | |
| BlackRock High Yield Bond Class K | Other securities | — | — | $11.6M | 1.6% | |
| PGIM:* Government Income R6 | Other securities | — | — | $8.8M | 1.2% | |
| SA/INVESCO SMALL CAP GRWTH STRATEGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $7.7M | 1.1% | |
| Vanguard: Developed Markets Index | Mutual Funds | — | — | $7.6M | 1.0% | |
| SmartRetirement Blend 2060 R4 | Other securities | — | — | $5.3M | 0.7% | |
| TCW Core Fixed Income I | Other securities | — | — | $4.9M | 0.7% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 446 | Pooled Separate Account | — | — | $2.2M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Board of Trustees, Entertainment Industry 401(k) Plan's plan includes profit-sharing, a 401(k) feature.
| MORGAN STANLEY |
| 26-4310632 |
| — |
| NONE |
| $150K |
| — |
| WOHLNER KAPLON CUTLER HALFORD & ROS | 83-2856417 | — | NONE | $26K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $21K | — |
