Sherry McCraw signed BMW of North America, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMW of North America, LLC's EIN is 22-2139469.
Download the official 2024 Form 5500 (PDF) for BMW of North America, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMW of North America, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $703K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $681K |
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.
| — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | INVESTMENT ADVISOR | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLLAND & KNIGHT LLP | 59-0663819 | — | ATTORNEY/LEGAL | $60K | — |
| POLSINELLI | 43-1064260 | — | ATTORNEY/LEGAL | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Registered investment company | Common Collective Trusts | — | — | $354.4M | 15.1% | |
| JPMCB SR PB 2035 JP MORGAN CHASE BANK, N.A. · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $170.9M | 7.3% | |
| SPARTAN 500 INDEX POOL Common collective trust | Common Collective Trusts | — | — | $167.1M | 7.1% | |
| FIDELITY GROWTH CO COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $167.1M | 7.1% | |
| DODGE & COX STOCK Registered investment company | Mutual Funds | — | — | $158.1M | 6.7% | |
| JPMCB SR PB 2030 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $152.5M | 6.5% | |
| BROKERAGELINK Self-directed brokerage account | Self-Directed Brokerage | — | — | $129.5M | 5.5% | |
| JPMCB SR PB 2040 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $122.9M | 5.2% | |
| JPMCB SR PB 2050 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $110.5M | 4.7% | |
| JPMCB SR PB 2045 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $109.3M | 4.7% | |
| JPMCB SR PB 2055 CFA JP MORGAN CHASE BANK, N.A. · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $91.8M | 3.9% | |
| FIDELITY MANAGED INCOME PORTFOLIO II CL4 Common collective trust | Common Collective Trusts | — | — | $83.1M | 3.5% | |
| MIP II CL 4 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $83.1M | 3.5% | |
| FID GROWTH CO POOL Common collective trust | Common Collective Trusts | — | — | $81.3M | 3.5% | |
| SPARTAN 500 INDEX POOL CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $81.3M | 3.5% | |
| JPMCB SR PB 2025 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $69.9M | 3.0% | |
| JPMCB SR PB 2060 CFA JPMORGAN CHASE BANK, N.A. · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $53.8M | 2.3% | |
| MFS INT EQUITY CL 3 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $41.0M | 1.8% | |
| FID US BOND IDX Registered investment company | Common Collective Trusts | — | — | $40.7M | 1.7% | |
| maturing at various dates through 12/9/2034) | Other securities | — | — | $38.6M | 1.7% | |
| FID GLB EX US IDX Registered investment company | Common Collective Trusts | — | — | $33.2M | 1.4% | |
| BLACKROCK TOTAL RETURN BOND FUND L BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $21.7M | 0.9% | |
| JPMCB SR PB 2020 CFA JP MORGAN CHASE BANK, N.A. · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $20.8M | 0.9% | |
| EMERGING MKTS IND Registered investment company | Common Stocks | — | — | $14.1M | 0.6% | |
| AMERICAN FUNDS STRATEGIC BOND R-6 Registered investment company | Mutual Funds | — | — | $13.5M | 0.6% | |
| WESTERN ASSET CORE PLUS BOND HAND BENEFITS & TRUST · EIN 74-2008758 / PN 113 | Common Collective Trust | — | — | $13.5M | 0.6% | |
| FIDELITY EXTENDED MARKET INDEX FUND Registered investment company | Common Collective Trusts | — | — | $12.4M | 0.5% | |
| GLOBAL EX US Registered investment company | Common Stocks | — | — | $6.1M | 0.3% | |
| JPMCB SR PB INC CF-A JP MORGAN CHASE BANK, N.A. · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $6.1M | 0.3% | |
| US BOND INDEX Registered investment company | Common Stocks | — | — | $5.4M | 0.2% | |
| ROYAL CARIBBEAN CRUISES LTD Common stock | Common Stocks | — | — | $2.9M | 0.1% | |
| MARVELL TECHNOLOGY INC Common stock | Common Stocks | — | — | $2.8M | 0.1% | |
| EASTGROUP PPTYS INC Common stock | Common Stocks | — | — | $2.2M | <0.1% | |
| BBH STIF FUND Registered investment company | Cash / Money Market | — | — | $1.9M | <0.1% | |
| CARNIVAL CORP Common stock | Common Stocks | — | — | $1.7M | <0.1% | |
| CUSHMAN & WAKEFIELD PLC Common stock | Common Stocks | — | — | $1.7M | <0.1% | |
| VULCAN MATERIALS CO Common stock | Common Stocks | — | — | $1.7M | <0.1% | |
| AXON ENTERPRISE INC Common stock | Common Stocks | — | — | $1.6M | <0.1% | |
| TECHNIPFMC PLC Common stock | Common Stocks | — | — | $1.5M | <0.1% | |
| TYLER TECHNOLOGIES INC Common stock | Common Stocks | — | — | $1.4M | <0.1% | |
| CARLYLE GROUP INC (THE) Common stock | Common Stocks | — | — | $1.3M | <0.1% | |
| XPO INC Common stock | Common Stocks | — | — | $1.3M | <0.1% | |
| ZIONS BANCORP Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| ELF BEAUTY INC Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| PERFORMANCE FOOD GROUP CO Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| APOLLO GLOBAL MANAGEMENT INC Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| DOXIMITY INC Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| WESTERN ALLIANCE BANCORP Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| DYNATRACE INC Common stock | Common Stocks | — | — | $1.2M | <0.1% | |
| TALEN ENERGY CORP Common stock | Common Stocks | — | — | $1.1M | <0.1% |
