Adrianna Jastrzebowska signed BVI's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BVI's EIN is 04-2378496.
Download the official 2024 Form 5500 (PDF) for BVI from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BVI's plan includes a default investment (QDIA), automatic enrollment, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | — | ADVISOR | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KESTRA INVESTMENT SERVICES LLC |
| 35-2552359 |
| — |
| ADVISOR |
| $10K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $13K | — |
