Charles Smith signed BGB Communications, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BGB Communications, LLC's EIN is 14-1927305.
Download the official 2024 Form 5500 (PDF) for BGB Communications, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BGB Communications, LLC'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 | -$5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $38K | — |
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 INDEX | Common Collective Trusts | — | $4.7M | $5.9M | 11.6% | |
| FID BLUE CHIP GR K | Mutual Funds | — | $3.8M | $4.9M | 9.6% | |
| FID FREEDOM 2050 K | Mutual Funds | — | $3.8M | $3.9M | 7.7% | |
| FID GROWTH CO K | Mutual Funds | — | $3.3M | $3.7M | 7.1% | |
| FID FREEDOM 2055 K | Mutual Funds | — | $3.4M | $3.6M | 7.0% | |
| FID FREEDOM 2045 K | Mutual Funds | — | $2.9M | $3.0M | 5.8% | |
| FID FREEDOM 2060 K | Mutual Funds | — | $2.3M | $2.5M | 4.8% | |
| PUTN LG CAP VAL R5 | Other securities | — | $2.2M | $2.4M | 4.6% | |
| FID FREEDOM 2040 K | Mutual Funds | — | $2.3M | $2.3M | 4.6% | |
| FID FREEDOM 2035 K | Mutual Funds | — | $1.9M | $2.1M | 4.1% | |
| FID INTL INDEX | Mutual Funds | — | $1.7M | $1.7M | 3.3% | |
| FID TOTAL MKT IDX | Common Collective Trusts | — | $1.1M | $1.6M | 3.0% | |
| FID FREEDOM 2030 K | Mutual Funds | — | $1.5M | $1.4M | 2.8% | |
| FID OTC K | Mutual Funds | — | $1.3M | $1.4M | 2.7% | |
| FID INTL CAP APPREC | Mutual Funds | — | $1.2M | $1.3M | 2.6% | |
| FID INTERMED BOND | Mutual Funds | — | $1.2M | $1.2M | 2.3% | |
| FID EMERGING MKTS K | Mutual Funds | — | $1.1M | $1.1M | 2.1% | |
| FID SEL HEALTHCARE | Mutual Funds | — | $1.0M | $966K | 1.9% | |
| FID INVST GR BD | Mutual Funds | — | $998K | $954K | 1.9% | |
| FID GOVT MMKT | Mutual Funds | — | $915K | $915K | 1.8% | |
| FID SMALL CAP GROWTH | Mutual Funds | — | $723K | $819K | 1.6% | |
| FID NASDAQ COMP INDX | Mutual Funds | — | $446K | $697K | 1.4% | |
| FID FREEDOM 2065 K | Mutual Funds | — | $358K | $373K | 0.7% | |
| FID FREEDOM 2020 K | Mutual Funds | — | $415K | $369K | 0.7% | |
| FID VALUE K | Mutual Funds | — | $384K | $364K | 0.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $345K | 0.7% | |
| FID PURITAN K | Mutual Funds | — | $347K | $336K | 0.7% | |
| FID REAL ESTATE INVS | Mutual Funds | — | $292K | $275K | 0.5% | |
| FID TELECOM & UTIL | Mutual Funds | — | $199K | $235K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $231K | $231K | 0.5% | |
| FID FREEDOM INC K | Mutual Funds | — | $168K | $162K | 0.3% | |
| FID FREEDOM 2025 K | Mutual Funds | — | $86K | $83K | 0.2% | |
| FID LT TR BD IDX | Common Collective Trusts | — | $94K | $74K | 0.1% | |
| FID FREEDOM 2010 K | Mutual Funds | — | $78K | $69K | 0.1% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | $23K | $23K | <0.1% | |
| FID SHORT TERM BOND | Mutual Funds | — | $17K | $17K | <0.1% | |
| FID FREEDOM 2015 K | Mutual Funds | — | $18K | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
