Jennifer Seeberger signed BWC Terminal Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BWC Terminal Holdings LLC's EIN is 20-4755936.
Download the official 2024 Form 5500 (PDF) for BWC Terminal Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BWC Terminal Holdings LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | INVESTMENT ADVISOR | $28K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| TRP BLUE CHIP GRTH 37,821 Shares | Other securities | — | — | $7.0M | 14.0% | |
| FID 500 INDEX 18,913 Shares | Common Collective Trusts | — | — | $3.9M | 7.7% | |
| FID FREEDOM 2040 K 320,902 Shares | Mutual Funds | — | — | $3.7M | 7.4% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.2M | 6.4% | |
| FID FREEDOM 2035 K 202,046 Shares | Mutual Funds | — | — | $3.2M | 6.3% | |
| NB LG CAP VALUE R6 64,837 Shares | Other securities | — | — | $2.9M | 5.8% | |
| FID FREEDOM 2045 K 198,941 Shares | Mutual Funds | — | — | $2.7M | 5.3% | |
| LOOMIS INV GRD BD Y 210,250 Shares | Other securities | — | — | $2.0M | 4.1% | |
| FID FREEDOM 2055 K 128,380 Shares | Mutual Funds | — | — | $2.0M | 4.0% | |
| FID FREEDOM 2050 K 147,139 Shares | Mutual Funds | — | — | $2.0M | 4.0% | |
| TRP MID CAP VALUE I 59,882 Shares | Other securities | — | — | $1.9M | 3.8% | |
| AF EUROPAC GROWTH R6 35,023 Shares | Other securities | — | — | $1.9M | 3.7% | |
| FID FREEDOM 2030 K 93,129 Shares | Mutual Funds | — | — | $1.6M | 3.3% | |
| FID FREEDOM 2020 K 86,373 Shares | Mutual Funds | — | — | $1.2M | 2.5% | |
| FID MID CAP IDX 33,307 Shares | Common Collective Trusts | — | — | $1.1M | 2.2% | |
| FID FREEDOM 2060 K 77,068 Shares | Mutual Funds | — | — | $1.1M | 2.2% | |
| FID FREEDOM 2025 K 68,420 Shares | Mutual Funds | — | — | $931K | 1.9% | |
| FID FREEDOM 2065 K 59,793 Shares | Mutual Funds | — | — | $790K | 1.6% | |
| FID SMALL CAP GROWTH 23,243 Shares | Mutual Funds | — | — | $778K | 1.5% | |
| FID INTL INDEX 16,017 Shares | Mutual Funds | — | — | $761K | 1.5% | |
| VRTS NFJ MC VAL IS 0 Shares ** - NYLI MK HY CORP BD I 124,494 Shares | Common Stocks | — | — | $647K | 1.3% | |
| J H ENTERPRISE N 3,958 Shares | Other securities | — | — | $569K | 1.1% | |
| FID EMERGING MKTS K 14,641 Shares | Mutual Funds | — | — | $558K | 1.1% | |
| J H BALANCED N 9,800 Shares | Other securities | — | — | $448K | 0.9% | |
| VI SM-CAP VAL Y 11,565 Shares | Other securities | — | — | $361K | 0.7% | |
| FID US SUSTN IDX 12,744 Shares | Common Collective Trusts | — | — | $331K | 0.7% | |
| FID SM CAP IDX 11,098 Shares | Common Collective Trusts | — | — | $307K | 0.6% | |
| INVS INTL SMMID CO A 2,569 Shares | Common Stocks | — | — | $94K | 0.2% | |
| FID FREEDOM INC K 6,908 Shares | Mutual Funds | — | — | $73K | 0.1% | |
| FID FREEDOM 2015 K 1,159 Shares | Mutual Funds | — | — | $13K | <0.1% | |
| FID FREEDOM 2070 K 1,175 Shares | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $16K |
| — |
