Sadia Mendez signed BCM One, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BCM One, Inc.'s EIN is 13-3896087.
Download the official 2024 Form 5500 (PDF) for BCM One, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BCM One, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $150 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $3.4M | 15.1% | |
| Vanguard Trgt Rtrmt 2050 Inv Mutual Funds | Mutual Funds | — | — | $2.8M | 12.4% | |
| Vanguard Trgt Rtrmt 2035 Inv Mutual Funds | Mutual Funds | — | — | $2.4M | 10.7% | |
| Vanguard Trgt Rtrmt 2045 Inv Mutual Funds | Mutual Funds | — | — | $2.0M | 9.0% | |
| Vanguard Trgt Rtrmt 2040 Inv Mutual Funds | Mutual Funds | — | — | $1.7M | 7.7% | |
| Vanguard Trgt Rtrmt 2030 Inv Mutual Funds | Mutual Funds | — | — | $1.6M | 6.9% | |
| Vanguard Trgt Rtrmt 2055 Inv Mutual Funds | Mutual Funds | — | — | $1.5M | 6.5% | |
| JPM LG Cap Growth R6 Mutual Funds | Other securities | — | — | $1.0M | 4.5% | |
| Vanguard Trgt Rtrmt 2060 Inv Mutual Funds | Mutual Funds | — | — | $956K | 4.2% | |
| Vanguard Trgt Rtrmt 2065 Inv Mutual Funds | Mutual Funds | — | — | $573K | 2.5% | |
| AmFds Am Mut R6 Mutual Funds | Other securities | — | — | $423K | 1.9% | |
| Fidelity Small Cap Group K6 Mutual Funds | Mutual Funds | — | — | $413K | 1.8% | |
| Participant Loans Interest at 4.25% - 9.50% | Bonds / Notes | — | — | $399K | 1.8% | |
| Vanguard Trgt Rtrmt 2025 Inv Mutual Funds | Mutual Funds | — | — | $386K | 1.7% | |
| Vanguard Trgt Rtrmt Income Mutual Funds | Mutual Funds | — | — | $372K | 1.7% | |
| Fidelity Extended Market Index Mutual Funds | Mutual Funds | — | — | $286K | 1.3% | |
| DFA US Trgt Val Inst Mutual Funds | Mutual Funds | — | — | $278K | 1.2% | |
| Fidelity US Gond Index Mutual Funds | Mutual Funds | — | — | $236K | 1.0% | |
| Vanguard Trgt Rtrmt 2020 Inv Mutual Funds | Mutual Funds | — | — | $230K | 1.0% | |
| Vanguard Sel Val Inv Mutual Funds | Mutual Funds | — | — | $223K | 1.0% | |
| Fidelity International Index Mutual Funds | Mutual Funds | — | — | $200K | 0.9% | |
| JnsHndrsn Entrp N Mutual Funds | Other securities | — | — | $182K | 0.8% | |
| Baird Cor Pls Bd Inst Mutual Funds | Other securities | — | — | $180K | 0.8% | |
| Fed Hrms Gov Oblgtns Prmr Money Market | Cash / Money Market | — | — | $166K | 0.7% | |
| Vanguard Emerging Mkt Stk Mutual Funds | Mutual Funds | — | — | $144K | 0.6% | |
| AmFds EuroPacfc Gr R6 Mutual Funds | Other securities | — | — | $140K | 0.6% | |
| Vanguard Trgt Rtrmt 2070 Inv Mutual Funds | Mutual Funds | — | — | $54K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
