CORY SHUE signed BMS Logistics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMS Logistics, Inc.'s EIN is 20-5740772.
Download the official 2024 Form 5500 (PDF) for BMS Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMS Logistics, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index | Common Collective Trusts | — | — | $1.1M | 17.3% | |
| Vanguard Div Appreciation Fund | Mutual Funds | — | — | $872K | 13.6% | |
| Pimco Total Return Bond Fund | Mutual Funds | — | — | $588K | 9.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $525K | 8.2% | |
| Pimco Real Return Bond Fund | Mutual Funds | — | — | $406K | 6.4% | |
| Vanguard Tech Index Fund | Common Collective Trusts | — | — | $394K | 6.2% | |
| Allspring Adjustable Rate -Gov't | Other securities | — | — | $366K | 5.7% | |
| Pimco Short Term Bond Fund | Mutual Funds | — | — | $363K | 5.7% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $307K | 4.8% | |
| Franklin Utility Fund | Mutual Funds | — | — | $247K | 3.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $244K | 3.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $216K | 3.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $207K | 3.2% | |
| Federated Hermes Government Income Fund | Other securities | — | — | $181K | 2.8% | |
| Principal cash | Cash / Money Market | — | — | $143K | 2.2% | |
| Virtus Emerging Markets Opportunities | Other securities | — | — | $120K | 1.9% | |
| Income cash | Cash / Money Market | — | — | $50K | 0.8% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $35K | 0.5% | |
| Fidelity National Info Services, Inc. | Mutual Funds | — | — | $24K | 0.4% | |
| Rocket Pharmaceuticals Corp | Common Stocks | — | — | $629 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
