Celeste Michaelson signed BBS Automation Chicago, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BBS Automation Chicago, Inc.'s EIN is 20-3893653.
Download the official 2024 Form 5500 (PDF) for BBS Automation Chicago, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BBS Automation Chicago, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRICKWORK FINANCIAL PLANNING | 27-1366503 | — | NONE | $17K | — |
| HOWARD SIMON & ASSOCIATES |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RIVERWOODS, IL |
| NONE |
| $9K |
| — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds Trgt Date Ret 2030 R6 | Mutual Funds | — | — | $2.8M | 18.2% | |
| American Funds American Funds Trgt Date Ret 2035 R6 | Mutual Funds | — | — | $2.8M | 18.1% | |
| American Funds American Funds Trgt Date Ret 2020 R6 | Mutual Funds | — | — | $1.9M | 12.3% | |
| American Funds American Funds Trgt Date Ret 2025 R6 | Mutual Funds | — | — | $1.5M | 9.8% | |
| American Funds American Funds Trgt Date Ret 2045 R6 | Mutual Funds | — | — | $1.1M | 7.0% | |
| American Funds American Funds Trgt Date Ret 2055 R6 | Mutual Funds | — | — | $867K | 5.7% | |
| American Funds American Funds Trgt Date Ret 2015 R6 | Mutual Funds | — | — | $749K | 4.9% | |
| American Funds American Funds Trgt Date Ret 2040 R6 | Mutual Funds | — | — | $609K | 4.0% | |
| American Funds American Funds Trgt Date Ret 2050 R6 | Mutual Funds | — | — | $426K | 2.8% | |
| Fidelity Invesments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $390K | 2.6% | |
| American Funds American Funds Trgt Date Ret 2060 R6 | Mutual Funds | — | — | $238K | 1.6% | |
| Fidelity Invesments Fidelity Equity Growth K6 | Mutual Funds | — | — | $214K | 1.4% | |
| Participant Loans * Participant Loans Maturities from 2025 through 2028 interest at 3.25% to 8.50% per annum - | Bonds / Notes | — | — | $213K | 1.4% | |
| Fidelity Invesments Fidelity Mid Cap Index | Mutual Funds | — | — | $187K | 1.2% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $186K | 1.2% | |
| Fidelity Invesments Fidelity Small Cap Index | Mutual Funds | — | — | $163K | 1.1% | |
| Massachusetts Financial Services MFS Mid Cap Value R6 | Mutual Funds | — | — | $159K | 1.0% | |
| Fidelity Invesments Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $147K | 1.0% | |
| Cohen & Steers Cohen & Steers Realty Shares Z | Mutual Funds | — | — | $104K | 0.7% | |
| Fidelity Invesments Fidelity Total International Index | Mutual Funds | — | — | $98K | 0.6% | |
| Fidelity Invesments Fidelity Total Bond K6 | Mutual Funds | — | — | $87K | 0.6% | |
| INTERNATIONAL GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $76K | 0.5% | |
| Fidelity Invesments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $73K | 0.5% | |
| Prudential Global Investment Management PGIM Global Total Return R6 | Other securities | — | — | $72K | 0.5% | |
| American Funds American Funds Trgt Date Ret 2065 R6 | Mutual Funds | — | — | $69K | 0.5% | |
| Dogde & Cox Dodge & Cox International Stock X | Mutual Funds | — | — | $53K | 0.3% | |
| American Funds American Funds Trgt Date Ret 2010 R6 | Mutual Funds | — | — | $36K | 0.2% | |
| Dimension Fund Advisors DFA U.S. Targeted Value Portfolio I | Mutual Funds | — | — | $29K | 0.2% | |
| Money Market Funds * Vanguard Admiral Funds Vanguard Federal Money Market Inv | Mutual Funds | — | — | $28K | 0.2% | |
| T. Row Price Group Inc. T. Rowe Price Diversified Md Cp Grth I | Common Stocks | — | — | $11K | <0.1% | |
| Ascensus Trust Company Contribution Account | Common Stocks | — | — | $3K | <0.1% | |
| Pacific Investment Management Company PIMCO Income Instl | Mutual Funds | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MUL TL MANAGER CONS ERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEW OPPORTUNITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JH MUL TL MANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE HEAL TH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE NEW ERA FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
