Karen Houlroyd signed BCI, Inc. 401(k) Profit Sharing Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BCI, Inc. 401(k) Profit Sharing Plan's EIN is 06-1308260.
Download the official 2024 Form 5500 (PDF) for BCI, Inc. 401(k) Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BCI, Inc. 401(k) Profit Sharing Plan'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $22K | — |
| PENSION CONSULTANTS, INC. - CT | 06-1504963 | — | RECORDKEEPER | $982 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PATRIOT FINANCIAL GROUP |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $1.6M | 25.2% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $1.2M | 18.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $708K | 10.8% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $692K | 10.6% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 754 | Pooled Separate Account | — | — | $566K | 8.6% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $288K | 4.4% | |
| TRANSAMERICA PARTNERS STCK INDEX RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $234K | 3.6% | |
| American Funds American Funds Trgt Date Ret 2050A | Mutual Funds | — | — | $189K | 2.9% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $189K | 2.9% | |
| AEGON BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 100 | Pooled Separate Account | — | — | $176K | 2.7% | |
| American Funds American Funds Trgt Date Ret 2030A | Mutual Funds | — | — | $158K | 2.4% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $158K | 2.4% | |
| American Funds American Funds Trgt Date Ret 2040A | Mutual Funds | — | — | $156K | 2.4% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $156K | 2.4% | |
| American Funds American Funds Trgt Date Ret 2060A | Mutual Funds | — | — | $128K | 2.0% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $128K | 2.0% | |
| Transamerica Life Insurance Company Transamerica Stable Value | Stable Value | — | — | $122K | 1.9% | |
| American Funds American Funds Trgt Date Ret 2045A | Mutual Funds | — | — | $110K | 1.7% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $110K | 1.7% | |
| American Funds American Funds Trgt Date Ret 2055A | Mutual Funds | — | — | $71K | 1.1% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $71K | 1.1% | |
| American Funds American Funds Trgt Date Ret 2025A | Mutual Funds | — | — | $22K | 0.3% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $22K | 0.3% | |
| American Funds American Funds Trgt Date Ret 2035A | Mutual Funds | — | — | $14K | 0.2% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $14K | 0.2% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $635 | <0.1% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $332 | <0.1% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $312 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $213 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 90-0138117 |
| — |
| INVESTMENT ADVISORY - PL |
| $18K |
| — |
