Nicole Wieland signed BP Management, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BP Management, L.P.'s EIN is 04-3377269.
Download the official 2024 Form 5500 (PDF) for BP Management, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BP Management, L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | — | RALEIGH, NC | NONE | $97K | — |
| PKF | — | SAN DIEGO, CA | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $32.9M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $27.1M | 9.3% | |
| Vanguard Total Stock Market Index Fund Mutual Fund Investments | Common Collective Trusts | — | — | $26.0M | 8.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $24.8M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $24.4M | 8.4% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $21.9M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $16.8M | 5.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $14.9M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $13.2M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11.9M | 4.1% | |
| T. Rowe Price Growth Stock Fund Mutual Fund Investments | Other securities | — | — | $10.6M | 3.6% | |
| Accounts That Invest In Publicly Traded Securities * T. Rowe Price Dividend Growth Fund Mutual Fund Investments | Other securities | — | — | $9.8M | 3.4% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $7.1M | 2.4% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund Investments | Mutual Funds | — | — | $6.5M | 2.2% | |
| T. Rowe Price Mid-Cap Value Fund Mutual Fund Investments | Other securities | — | — | $5.7M | 2.0% | |
| Dodge & Cox Income Fund X Mutual Fund Investments | Mutual Funds | — | — | $4.8M | 1.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund Investments | Mutual Funds | — | — | $4.1M | 1.4% | |
| Vanguard Small Cap Index Fund Admiral Mutual Fund Investments | Common Collective Trusts | — | — | $3.8M | 1.3% | |
| Dodge & Cox International Stock Fund X Mutual Fund Investments | Mutual Funds | — | — | $3.5M | 1.2% | |
| Artisan Mid Cap Fund Mutual Fund Investments | Other securities | — | — | $2.9M | 1.0% | |
| American Beacon Small Cap Value Fund R6 Mutual Fund Investments | Other securities | — | — | $2.6M | 0.9% | |
| Virtus Duff & Phelps Real Estate Securities R6 Mutual Fund Investments | Other securities | — | — | $1.8M | 0.6% | |
| Participant loans 4.25% to 9.50% -0- | Bonds / Notes | — | — | $1.6M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Oakmark Equity & Income Fund Mutual Fund Investments | Other securities | — | — | $1.3M | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund Investments | Common Collective Trusts | — | — | $1.0M | 0.4% | |
| Charles Schwab Bank Participant Directed Brokerage | Mutual Funds | — | — | $971K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $941K | 0.3% | |
| T. Rowe Price Government Money Fund Mutual Fund Investments | Other securities | — | — | $183K | <0.1% | |
| T. Rowe Price Retirement Bal TR F Common Trust Fund Investments | Common Collective Trusts | — | — | $144K | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $144K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $92K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $21K |
| — |
