Jennifer Ryan signed Beacon Hill Staffing Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beacon Hill Staffing Group, LLC's EIN is 04-3496741.
Download the official 2024 Form 5500 (PDF) for Beacon Hill Staffing Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beacon Hill Staffing Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC RETIREMENT PLAN | 81-2204426 | — | ADVISOR | $95K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company 760,492 Fidelity Freedom Index 2040 Fund Institutional Premium Class | Mutual Funds | — | — | $18.7M | 17.4% | |
| Fidelity Management Trust Company 529,555 Fidelity Freedom Index 2060 Fund Institutional Premium Class | Mutual Funds | — | — | $9.6M | 8.9% | |
| Fidelity Management Trust Company 45,319 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.3M | 8.6% | |
| Fidelity Management Trust Company 414,436 Fidelity Freedom Index 2055 Fund Institutional Premium Class | Mutual Funds | — | — | $8.9M | 8.2% | |
| Fidelity Management Trust Company 391,999 Fidelity Freedom Index 2030 Fund Institutional Premium Class | Mutual Funds | — | — | $7.9M | 7.3% | |
| Fidelity Management Trust Company 264,338 Fidelity Freedom Index 2050 Fund Institutional Premium Class | Mutual Funds | — | — | $6.9M | 6.4% | |
| J.P.Morgan Asset Management 64,988 JPMorgan Large Cap Growth Fund Class R6 | Other securities | — | — | $5.4M | 5.1% | |
| Fidelity Management Trust Company 171,406 Fidelity Freedom Index 2045 Fund Institutional Premium Class | Mutual Funds | — | — | $4.4M | 4.1% | |
| Hartford Funds Management Company, LLC 75,458 Hartford Core Equity Fund Class R6 | Common Stocks | — | — | $4.0M | 3.8% | |
| Putnam Investment Management, LLC 104,143 Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $3.6M | 3.3% | |
| Fidelity Management Trust Company 125,441 Fidelity Freedom Index 2035 Fund Institutional Premium Class | Mutual Funds | — | — | $2.9M | 2.7% | |
| MFS Investment Management 106,630 MFS International Diversification Fund Class R6 | Mutual Funds | — | — | $2.4M | 2.3% | |
| Fidelity Management Trust Company 160,246 Fidelity Freedom Index 2065 Fund Institutional Premium Class | Mutual Funds | — | — | $2.3M | 2.2% | |
| Fidelity Management Trust Company 100,842 Fidelity Advisor Small Cap Value Fund Class Z | Mutual Funds | — | — | $2.1M | 1.9% | |
| Fidelity Management Trust Company 59,844 Fidelity Advisor Small Cap Growth Fund Class Z | Mutual Funds | — | — | $2.0M | 1.9% | |
| MFS Investment Management 58,690 MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $1.9M | 1.7% | |
| Fidelity Management Trust Company 10,900 Fidelity Advisor Technology Fund Class Z | Mutual Funds | — | — | $1.5M | 1.4% | |
| Invesco Advisers, Inc. 41,358 Invesco Discovery Mid Cap Growth Fund R6 | Mutual Funds | — | — | $1.4M | 1.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 1.2% | |
| Fidelity Management Trust Company 38,316 Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Fidelity Management Trust Company 5,124 Fidelity NASDAQ Composite Index Fund | Common Collective Trusts | — | — | $1.3M | 1.2% | |
| Fidelity Management Trust Company 63,810 Fidelity Freedom Index 2025 Fund Institutional Premium Class | Mutual Funds | — | — | $1.2M | 1.1% | |
| Cohen & Steers Capital Management, Inc. 61,227 Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $1.1M | 1.0% | |
| Fidelity Management Trust Company 99,241 Fidelity Advisor Total Bond Fund Class Z | Mutual Funds | — | — | $932K | 0.9% | |
| Fidelity Management Trust Company 30,921 Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $856K | 0.8% | |
| Notes receivable from participants Loans to participants at a reasonable rate of interest fixed at the time the loan is made, interest rates ranging from 4.25% to 8.00%. | Bonds / Notes | — | — | $786K | 0.7% | |
| Fidelity Management Trust Company 62,691 Fidelity Freedom Index Income Fund Institutional Premium Class | Mutual Funds | — | — | $733K | 0.7% | |
| Fidelity Management Trust Company 17,760 Fidelity Advisor Focused Emerging Markets Fund Class Z | Mutual Funds | — | — | $681K | 0.6% | |
| PGIM, Inc. 138,451 PGIM High Yield Fund - Class R6 | Common Stocks | — | — | $660K | 0.6% | |
| Lord Abbett 151,059 Lord Abbett Short Duration Income Fund Class R6 | Mutual Funds | — | — | $583K | 0.5% | |
| Fidelity Management Trust Company 11,667 Fidelity International Index Fund | Common Collective Trusts | — | — | $555K | 0.5% | |
| Fidelity Management Trust Company 35,963 Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $368K | 0.3% | |
| Fidelity Management Trust Company 6,861 Fidelity Freedom Index 2020 Fund Institutional Premium Class | Mutual Funds | — | — | $108K | 0.1% | |
| Fidelity Management Trust Company 4,769 Fidelity Freedom Index 2015 Fund Institutional Premium Class | Mutual Funds | — | — | $68K | <0.1% | |
| Fidelity Management Trust Company 1,217 Fidelity Freedom Index 2010 Fund Institutional Premium Class | Mutual Funds | — | — | $16K | <0.1% | |
| Amundi Pioneer 653 Pioneer Balanced ESG Fund Class K | Other securities | — | — | $7K | <0.1% | |
| Fidelity Management Trust Company 127 Fidelity Freedom Index 2070 Fund Institutional Premium Class | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
