Tracy Muscatell signed Beumer Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beumer Corporation's EIN is 13-2901898.
Download the official 2024 Form 5500 (PDF) for Beumer Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beumer Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAILLIE LLP | 23-1518888 |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $5.5M | 16.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.9M | 11.4% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $2.1M | 6.2% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.9M | 5.6% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 4.1% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 4.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 3.9% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| MASSMUTUAL MID CAP GR R5 | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| JPMORGAN EQUITY INCOME R4 | Registered Investment Companies | — | — | $1.2M | 3.4% | |
| JOHN HANCOCK DISC VALUE MC R4 | Registered Investment Companies | — | — | $1.2M | 3.4% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $993K | 2.9% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $898K | 2.6% | |
| FIDELITY NASDAQ COMPOSITE IDX | Registered Investment Companies | — | — | $803K | 2.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $768K | 2.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $656K | 1.9% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $654K | 1.9% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $645K | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $555K | 1.6% | |
| MACQUARIE EMERGING MKTS INST | Registered Investment Companies | — | — | $548K | 1.6% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $521K | 1.5% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $475K | 1.4% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $443K | 1.3% | |
| JANUS HENDERSON BALANCED - T | Registered Investment Companies | — | — | $372K | 1.1% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $352K | 1.0% | |
| LOOMIS SAYLES CORE PLUS BOND A | Registered Investment Companies | — | — | $310K | 0.9% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $64K | 0.2% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $53K | 0.2% | |
| PARAMETRIC COMMODITY STRAT I | Registered Investment Companies | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ACCOUNTANT |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $48K | — |