Stephanie Ward signed BBB Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BBB Industries, LLC's EIN is 20-1837357.
Download the official 2024 Form 5500 (PDF) for BBB Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BBB Industries, 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 | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | INVESTMENT ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2030 | Other securities | — | $7.7M | $8.1M | 14.9% | |
| VANG TARGET RET 2035 | Other securities | — | $5.2M | $5.5M | 10.2% | |
| VANG TARGET RET 2025 | Other securities | — | $5.5M | $5.4M | 9.8% | |
| FID 500 INDEX | Common Collective Trusts | — | $3.7M | $5.0M | 9.2% | |
| VANG TARGET RET 2050 | Other securities | — | $3.8M | $4.3M | 7.9% | |
| VANG TARGET RET 2040 | Other securities | — | $3.6M | $3.8M | 7.1% | |
| JPM LG CAP GRTH I | Other securities | — | $2.2M | $3.0M | 5.6% | |
| VANG TARGET RET 2045 | Other securities | — | $2.1M | $2.3M | 4.3% | |
| VANG TARGET RET 2020 | Other securities | — | $2.4M | $2.2M | 4.1% | |
| VANG TARGET RET 2060 | Other securities | — | $1.6M | $1.8M | 3.4% | |
| VANG TARGET RET 2055 | Other securities | — | $1.4M | $1.6M | 2.8% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.5M | 2.8% | |
| FID GOVT MMKT | Mutual Funds | — | $1.5M | $1.5M | 2.8% | |
| VRTS K SM-CAP CORE I | Other securities | — | $949K | $1.2M | 2.2% | |
| FID INTL INDEX | Mutual Funds | — | $1.1M | $1.2M | 2.1% | |
| FID SM CAP IDX | Common Collective Trusts | — | $859K | $1.0M | 1.9% | |
| FID MID CAP IDX | Common Collective Trusts | — | $767K | $895K | 1.6% | |
| TCW MW TOT RTN BD I | Other securities | — | $793K | $774K | 1.4% | |
| FID US BOND IDX | Common Collective Trusts | — | $789K | $765K | 1.4% | |
| JH DSCPL VAL MDCP I | Other securities | — | $665K | $754K | 1.4% | |
| VANG TARGET RET 2065 | Other securities | — | $471K | $530K | 1.0% | |
| MFS VALUE R6 | Mutual Funds | — | $490K | $487K | 0.9% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $360K | $345K | 0.6% | |
| GS SM/MD CAP GRTH IS | Other securities | — | $167K | $171K | 0.3% | |
| VANG TARGET RET INC | Common Stocks | — | $74K | $72K | 0.1% | |
| PIONEER SH TRM INC Y | Common Stocks | — | $65K | $65K | 0.1% | |
| AM CENT SMCAP VAL R6 | Other securities | — | $46K | $48K | <0.1% | |
| VANG TARGET RET 2070 | Other securities | — | $3K | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $17K |
| — |
