Dennis Orsinger signed Brockton Area Multi-Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brockton Area Multi-Services, Inc.'s EIN is 04-2562377.
Download the official 2024 Form 5500 (PDF) for Brockton Area Multi-Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brockton Area Multi-Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP | — | EAST PROVIDENCE, RI | TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Ind 2030 Fd R6 Mutual Fund | Mutual Funds | — | — | $3.0M | 18.4% | |
| Nuveen Lifecycle Ind 2035 Fd R6 Mutual Fund | Mutual Funds | — | — | $2.7M | 16.8% | |
| Nuveen Lifecycle Ind 2025 Fd R6 Mutual Fund | Mutual Funds | — | — | $2.1M | 13.3% | |
| Nuveen Lifecycle Ind 2040 Fd R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 11.9% | |
| Nuveen Lifecycle Ind 2045 Fd R6 Mutual Fund | Mutual Funds | — | — | $1.5M | 9.6% | |
| Nuveen Lifecycle Ind 2020 Fd R6 Mutual Fund | Mutual Funds | — | — | $1000K | 6.2% | |
| Nuveen Lifecycle Ind 2050 Fd R6 Mutual Fund | Mutual Funds | — | — | $994K | 6.2% | |
| Nuveen Lifecycle Ind 2055 Fd R6 Mutual Fund | Mutual Funds | — | — | $910K | 5.7% | |
| Fid US Bd Idx Fund Mutual Fund | Common Collective Trusts | — | — | $383K | 2.4% | |
| Nuveen Lifecycle Ind 2015 Fd R6 Mutual Fund | Mutual Funds | — | — | $322K | 2.0% | |
| BlkRck High Yield Bnd Port K Mutual Fund 937 Calvert Intl Rspns Index Fd I Mutual Fund 916 * Participant Loans (Interest Rates 5.25% to 10.50%) -0- | Bonds / Notes | — | — | $321K | 2.0% | |
| iShares S&P 500 Index Fund K Mutual Fund | Common Collective Trusts | — | — | $233K | 1.4% | |
| Nuveen Lifecycle Ind 2060 Fd R6 Mutual Fund | Mutual Funds | — | — | $202K | 1.3% | |
| Nuveen Lifecycle Ind 2010 Fd R6 Mutual Fund | Mutual Funds | — | — | $100K | 0.6% | |
| Parnassus Core Eqty Fnd Ins Mutual Fund | Other securities | — | — | $53K | 0.3% | |
| Vangrd ShtTrmInfProtSecIndAdm Mutual Fund | Other securities | — | — | $51K | 0.3% | |
| Voya Fixed Account (4452) Guaranteed Investment Contract | Stable Value | — | — | $49K | 0.3% | |
| Nuveen Lifecycle Ind 2065 Fd R6 Mutual Fund | Mutual Funds | — | — | $43K | 0.3% | |
| MFS Total Return Bond Fund R6 Mutual Fund | Mutual Funds | — | — | $37K | 0.2% | |
| Victory Sycmr Est Vl Fd R6 Mutual Fund | Other securities | — | — | $32K | 0.2% | |
| TRwPr Divers MCap Grw Fd Inv Mutual Fund | Other securities | — | — | $18K | 0.1% | |
| iShares MSCI EAFE Index Fnd K Mutual Fund | Other securities | — | — | $16K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| Cohen & Steers Realty Shares Z Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| Fid Sm cp Ind Fd Mutual Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Driehaus Emrg Mkts Grw Fnd Inv Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Principal MCp S&P 400 In F R6 Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
