Kathleen McNinch signed BHS Management Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BHS Management Services Inc.'s EIN is 04-2442944.
Download the official 2024 Form 5500 (PDF) for BHS Management Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BHS Management Services Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $754K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company Fixed Fund Guaranteed insurance contract | Common Stocks | — | — | $76.8M | 11.1% | |
| Vanguard Institutional Index Fund Institutional " | Common Collective Trusts | — | — | $74.7M | 10.8% | |
| MFS Massachusetts Investors Growth Stock Fund R6 " | Mutual Funds | — | — | $55.7M | 8.0% | |
| American Funds 2030 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $47.8M | 6.9% | |
| American Funds 2040 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $46.6M | 6.7% | |
| Charles Schwab Self-Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $42.3M | 6.1% | |
| American Funds 2050 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $41.5M | 6.0% | |
| American Funds 2020 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $38.0M | 5.5% | |
| American Funds Washington Mutual Fund R6 " | Mutual Funds | — | — | $35.4M | 5.1% | |
| American Funds 2035 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $28.5M | 4.1% | |
| American Funds 2025 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $25.0M | 3.6% | |
| American Funds 2045 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $22.7M | 3.3% | |
| JPMorgan US Small Company Fund " | Common Stocks | — | — | $20.9M | 3.0% | |
| American Funds 2010 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $19.8M | 2.9% | |
| American Funds EuroPacific Growth Fund R6 " | Mutual Funds | — | — | $18.9M | 2.7% | |
| American Funds 2055 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $14.0M | 2.0% | |
| American Funds 2060 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $10.2M | 1.5% | |
| Vanguard Federal Money Market Fund Investor " | Mutual Funds | — | — | $9.4M | 1.4% | |
| Fidelity Total Bond Fund K6 " | Mutual Funds | — | — | $8.1M | 1.2% | |
| MassMutual Mid Cap Growth Fund Institutional " | Other securities | — | — | $7.9M | 1.1% | |
| Vanguard Inflation Protected Securities Fund Institutional " | Mutual Funds | — | — | $6.7M | 1.0% | |
| Vanguard Extended Market Index Fund Institutional " | Common Collective Trusts | — | — | $6.7M | 1.0% | |
| American Century Mid-Cap Value Fund R6 Mutual fund | Other securities | — | — | $6.6M | 1.0% | |
| Parnassus Core Equity Institutional Fund " | Other securities | — | — | $5.1M | 0.7% | |
| Vanguard Total International Stock Fund " | Mutual Funds | — | — | $4.8M | 0.7% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $4.4M | 0.6% | |
| Vanguard Total Bond Market Index Fund Institutional " | Common Collective Trusts | — | — | $3.7M | 0.5% | |
| Calvert Conservative Allocation Fund R6 " | Other securities | — | — | $3.3M | 0.5% | |
| American Funds 2065 Target Date Retirements Fund R6 " | Mutual Funds | — | — | $2.6M | 0.4% | |
| Columbia High Yield Bond Institutional Fund 3 " | Other securities | — | — | $2.1M | 0.3% | |
| Vanguard Real Estate Index Fund Admiral " | Common Collective Trusts | — | — | $1.4M | 0.2% | |
| American Funds 2015 Target Date Retirement Fund R6 " | Mutual Funds | — | — | $1.1M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $105K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BERKSHIRE MONEY MANAGEMENT INC | 04-3556944 | — | SECURITIES BROKER | $370K | — |
| WEALTH ENHANCEMENT ADVISORY SE | 41-2016508 | — | SECURITIES BROKER | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $1K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $18K | — |
