Shomrut Chowdhury signed Basic Commerce & Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Basic Commerce & Industries, Inc.'s EIN is 22-2415188.
Download the official 2024 Form 5500 (PDF) for Basic Commerce & Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Basic Commerce & Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $44K | — |
| VOYA RETIREMENTT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Growth Fund R4 | Mutual Funds | — | — | $7.4M | 12.0% | |
| Franklin S&P 500 Index Fund- Class D | Common Collective Trusts | — | — | $6.6M | 10.6% | |
| American Funds Washington Mutual R4 | Mutual Funds | — | — | $6.1M | 9.9% | |
| RELIANCE TRUST METLIFE SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.3M | 8.5% | |
| Janus Henderson Global Technology & Innovation Fund A | Mutual Funds | — | — | $4.5M | 7.2% | |
| BlackRock Health Science Opportunities Portfolio Investor | Other securities | — | — | $3.6M | 5.8% | |
| Janus Henderson Balanced Fund T | Mutual Funds | — | — | $3.5M | 5.7% | |
| Columbia Total Return Bond Fund I | Other securities | — | — | $3.1M | 5.0% | |
| T. Rowe Price Retirement 2035 Fund Advisor | Other securities | — | — | $2.3M | 3.7% | |
| JPMorgan US Equity Fund R5 | Other securities | — | — | $1.9M | 3.1% | |
| Invesco Small Cap Growth Fund Inv | Mutual Funds | — | — | $1.8M | 3.0% | |
| T. Rowe Price High Yield Fund Advisor | Other securities | — | — | $1.5M | 2.4% | |
| JPMorgan Emerging Markets Equity Fund I | Other securities | — | — | $1.5M | 2.4% | |
| Federated Hermes International Leaders Fund R | Other securities | — | — | $1.2M | 1.9% | |
| Delaware Small Cap Core Fund A | Other securities | — | — | $1.1M | 1.8% | |
| AB Discovery Value Fund I | Other securities | — | — | $1.1M | 1.7% | |
| T. Rowe Price Retirement 2040 Fund Advisor | Other securities | — | — | $941K | 1.5% | |
| T. Rowe Price Retirement 2020 Fund Advisor | Other securities | — | — | $886K | 1.4% | |
| T. Rowe Price Retirement 2030 Fund Advisor | Other securities | — | — | $852K | 1.4% | |
| PIMCO Real Return Fund A | Mutual Funds | — | — | $781K | 1.3% | |
| Fidelity Advisor Financial Fund I | Mutual Funds | — | — | $737K | 1.2% | |
| Vanguard Energy Fund Investor | Mutual Funds | — | — | $700K | 1.1% | |
| T. Rowe Price Retirement 2025 Fund Advisor | Other securities | — | — | $625K | 1.0% | |
| T. Rowe Price Retirement 2050 Fund Advisor | Other securities | — | — | $597K | 1.0% | |
| Gabelli Gold Fund, Inc. AAA | Common Stocks | — | — | $539K | 0.9% | |
| Cohen & Steers Global Realty Shares | Other securities | — | — | $522K | 0.8% | |
| Invesco International Bond Fund A | Mutual Funds | — | — | $462K | 0.7% | |
| T. Rowe Price Retirement 2045 Fund Advisor | Other securities | — | — | $387K | 0.6% | |
| T. Rowe Price Retirement Balanced Fund Advisor | Other securities | — | — | $351K | 0.6% | |
| T. Rowe Price Retirement 2055 Fund Advisor | Other securities | — | — | $325K | 0.5% | |
| Notes receivable from participants | Other securities | — | — | $283K | 0.5% | |
| T. Rowe Price Retirement 2060 Fund Advisor | Other securities | — | — | $160K | 0.3% | |
| T. Rowe Price Retirement 2015 Fund Advisor | Other securities | — | — | $83K | 0.1% | |
| T. Rowe Price Retirement 2010 Fund Advisor | Other securities | — | — | $21K | <0.1% | |
| Voya Government Money Market | Cash / Money Market | — | — | $928 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-8764829 |
| — |
| SERVICE PROVIDER |
| $126K |
| — |
