Chand Gupta signed BCF Solutions Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BCF Solutions Inc.'s EIN is 04-3768223.
Download the official 2024 Form 5500 (PDF) for BCF Solutions Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BCF Solutions Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO, LLC | 57-1157523 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.2M | 15.9% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract NR | Stable Value | — | — | $2.5M | 12.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 9.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.5M | 7.3% | |
| Vanguard Value Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.4M | 6.9% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.0M | 5.1% | |
| Nuveen Large-Cap Growth Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $985K | 4.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $937K | 4.7% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $900K | 4.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $785K | 3.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $720K | 3.6% | |
| American Funds New Perspective Fund Mutual Fund NR | Mutual Funds | — | — | $541K | 2.7% | |
| Vanguard High-Yield Corporate Fund Mutual Fund NR | Mutual Funds | — | — | $496K | 2.5% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $371K | 1.9% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $255K | 1.3% | |
| Vanguard Small-Cap Value Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $217K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $187K | 0.9% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $174K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $157K | 0.8% | |
| Various, bearing interest from * Participant loans 5.25% - 10.50% - | Bonds / Notes | — | — | $144K | 0.7% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $122K | 0.6% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $110K | 0.5% | |
| Vanguard Short Term Corporate Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $103K | 0.5% | |
| PGIM Total Return Bond Fund Mutual Fund NR | Other securities | — | — | $39K | 0.2% | |
| Invesco Oppenheimer International Growth Fund Mutual Fund NR | Mutual Funds | — | — | $35K | 0.2% | |
| (E) | Other securities | — | — | $35K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $28K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $27K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $22K | 0.1% | |
| Vanguard International Value Fund Mutual Fund NR | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Developing Markets Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $3K | <0.1% |
