Henry McKay signed Bctgm Atlantic Profit Sharing Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bctgm Atlantic Profit Sharing Plan's EIN is 23-2972313.
Download the official 2024 Form 5500 (PDF) for Bctgm Atlantic Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bctgm Atlantic Profit Sharing Plan'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | CEDAR RAPIDS, IA | RECORD KEEPER | $223K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WB ADVISORS, LLC | 45-4840347 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Gr | Mutual Funds | — | $26K | $5.9M | 13.4% | |
| RELIANCE/METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.9M | 11.2% | |
| Calvert US Lg Cap Core 131582785 Mutual Fund | Other securities | — | $68K | $3.4M | 7.7% | |
| Perspective R4 09661L302 Mutual Fund BNY Mellon S&P 500 Index | Common Collective Trusts | — | $57K | $3.3M | 7.5% | |
| Dodge & Cox Inc I | Mutual Funds | — | $220K | $2.7M | 6.2% | |
| 4812C1710 Mutual Fund JPMorgan Mid Cap Gr I | Other securities | — | $51K | $2.5M | 5.8% | |
| 77957Y106 Mutual Fund T. Rowe Price Mid Cap Val | Other securities | — | $59K | $1.9M | 4.3% | |
| Vanguard Short Term Inv 922031836 Mutual Fund | Mutual Funds | — | $146K | $1.5M | 3.4% | |
| Inv Fidelity Freedom Index 2055 315793828 Mutual Fund | Mutual Funds | — | $68K | $1.5M | 3.3% | |
| Participants notes receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.3M | 2.9% | |
| Inv Fidelity Freedom Index 2050 315793869 Mutual Fund | Mutual Funds | — | $44K | $1.1M | 2.6% | |
| Inv Fidelity Freedom Index 2035 315793802 Mutual Fund | Mutual Funds | — | $49K | $1.1M | 2.6% | |
| Inv Fidelity Freedom Index 2045 315793877 Mutual Fund | Mutual Funds | — | $41K | $1.1M | 2.4% | |
| Inv Fidelity Freedom Index 2030 315793703 Mutual Fund | Mutual Funds | — | $47K | $956K | 2.2% | |
| Inv Fidelity Freedom Index 2025 315793604 Mutual Fund | Mutual Funds | — | $37K | $696K | 1.6% | |
| Inv Fidelity Freedom Index 2040 315793885 Mutual Fund | Mutual Funds | — | $22K | $542K | 1.2% | |
| 81728B825 Mutual Fund Touchstone Small Co Y | Common Stocks | — | $68K | $474K | 1.1% | |
| Inv Fidelity Freedom Index 2065 315796839 Mutual Fund | Mutual Funds | — | $32K | $464K | 1.1% | |
| 24610B859 Mutual Fund Macquarie Small Cap Core I | Other securities | — | $13K | $407K | 0.9% | |
| Fidelity Freedom Index 2020 315793505 Mutual Fund | Mutual Funds | — | $24K | $377K | 0.9% | |
| I 4812C0399 Mutual Fund JPMorgan Govt Bd A | Other securities | — | $25K | $234K | 0.5% | |
| Janus Henderson Glbl Tech 471023333 Mutual Fund | Mutual Funds | — | $3K | $214K | 0.5% | |
| Adm 921908877 Mutual Fund Vanguard REIT Index Adm | Mutual Funds | — | $1K | $174K | 0.4% | |
| MFS Intl Gr R6 | Mutual Funds | — | $4K | $150K | 0.3% | |
| Adm Vanguard Mid Cap Index 92205M606 Mutual Fund 340 | Mutual Funds | — | — | $111K | 0.3% | |
| Rspnb Idx A 233203785 Mutual Fund DFA Emerging Mkts I | Common Collective Trusts | — | $4K | $102K | 0.2% | |
| Investor Fidelity Slct Medical Equip & 316390475 Mutual Fund 932 | Mutual Funds | — | — | $58K | 0.1% | |
| Franklin Utilities A1 | Mutual Funds | — | $2K | $49K | 0.1% | |
| Inv Fidelity Freedom Index Inc 315792150 Mutual Fund | Mutual Funds | — | $3K | $38K | <0.1% | |
| Fund 25053 Cl 35 | Other securities | — | — | $26K | <0.1% | |
| Vanguard Financials Index 92204A835 Mutual Fund 245 | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MOUNT KISCO, NY |
| ADMINISTRATOR |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & COMPANY | 22-2361254 | SYRACUSE, NY | INVESTMENT ADVISOR | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | BOSTON, MA | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | PITTSBURGH, PA | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | JERICHO, NY | ACCOUNTANT | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABATO, RUBENSTEIN AND ABATO, P.A. | 52-0904713 | BALTIMORE, MD | LEGAL | $15K | — |
