Karen Benoit signed BL Companies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BL Companies, Inc.'s EIN is 06-1182567.
Download the official 2024 Form 5500 (PDF) for BL Companies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BL Companies, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Invesco Equity and Income A Fund Mutual fund | Mutual Funds | — | — | $14.7M | 22.9% | |
| PRIN LIFETIME HYB 2040 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.8M | 9.0% | |
| T. Rowe Price LargeCap Growth I R6 Fund Mutual fund | Common Collective Trusts | — | — | $4.2M | 6.5% | |
| PRIN LIFETIME HYB 2035 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.9M | 4.5% | |
| Principal Guaranteed Option Fund Guaranteed investment contract | Stable Value | — | — | $2.5M | 4.0% | |
| Invesco Comstock R5 Fund Mutual fund | Mutual Funds | — | — | $2.3M | 3.6% | |
| PRIN LIFETIME HYB 2045 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.3M | 3.6% | |
| PRIN LIFETIME HYB 2030 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| PRIN LIFETIME HYB 2050 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| PRIN LIFETIME HYB 2025 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.9M | 2.9% | |
| Principal SmallCap S&P 600 Index R6 Fund Mutual fund | Other securities | — | — | $1.8M | 2.8% | |
| JP Morgan U.S. Research Enhanced Equity A Fund Mutual fund | Other securities | — | — | $1.7M | 2.6% | |
| Morgan Stanley Intl Intrinsic Value R4 Fund Mutual fund | Other securities | — | — | $1.7M | 2.6% | |
| MFS International Intrinsic Value R4 Fund Mutual fund | Mutual Funds | — | — | $1.7M | 2.6% | |
| PIMCO Income A Fund Mutual fund | Mutual Funds | — | — | $1.6M | 2.5% | |
| Janus Henderson Triton S Fund Mutual fund | Mutual Funds | — | — | $1.5M | 2.3% | |
| Lord Abbett Short Duration Income R4 Fund Mutual fund | Mutual Funds | — | — | $1.3M | 2.1% | |
| Allspring Special Mid Cap Value Fund - Class Admin Mutual fund | Other securities | — | — | $1.2M | 1.9% | |
| PRIN LIFETIME HYB 2055 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 1.8% | |
| Principal Core Fixed Income R6 Fund Mutual fund | Other securities | — | — | $1.1M | 1.8% | |
| PRIN LIFETIME HYB 2060 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $806K | 1.3% | |
| American Funds New World R4 Fund Mutual fund | Mutual Funds | — | — | $615K | 1.0% | |
| Macquarie Mid Cap Growth I Fund Mutual fund | Other securities | — | — | $571K | 0.9% | |
| Principal MidCap S&P 400 Index R6 Fund Mutual fund | Other securities | — | — | $554K | 0.9% | |
| PRIN LIFETIME HYB 2065 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $470K | 0.7% | |
| maturing at various dates, secured by participants' account balances | Other securities | — | — | $363K | 0.6% | |
| Principal Real Estate Securities R6 Fund Mutual fund | Other securities | — | — | $273K | 0.4% | |
| BlackRock High Yield Bond Inv A Fund Mutual fund | Other securities | — | — | $158K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $107K | 0.2% | |
| JP Morgan Small Cap Value R3 Fund Mutual fund | Other securities | — | — | $106K | 0.2% | |
| PRIN LIFETIME HYB 2020 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $88K | 0.1% | |
| BNY Mellon Natural Resources I Fund Mutual fund | Other securities | — | — | $72K | 0.1% | |
| Oakmark International Fund Class Institutional Mutual fund | Other securities | — | — | $71K | 0.1% | |
| (E) | Other securities | — | — | $71K | 0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $67K | 0.1% | |
| Legg Mason BrandywineGLOBAL - Global Opportunities Bond Fund Class A Mutual fund | Other securities | — | — | $18K | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z25 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $14K | <0.1% | |
| MFS Utilities R4 Fund Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
