Maria Lucas signed BWI North America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BWI North America, Inc.'s EIN is 27-0540888.
Download the official 2024 Form 5500 (PDF) for BWI North America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BWI North America, Inc.'s plan includes a self-directed brokerage window, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contra Fund Growth fund | Mutual Funds | — | — | $23.0M | 18.3% | |
| Fidelity 500 Index Blended fund | Common Collective Trusts | — | — | $20.4M | 16.1% | |
| Fidelity Freedom 2030 Fund Target retirement fund | Mutual Funds | — | — | $9.0M | 7.2% | |
| Fidelity Freedom 2025 Fund Target retirement fund | Mutual Funds | — | — | $7.2M | 5.7% | |
| Fidelity Low-Priced Stock Fund Mid-cap fund | Mutual Funds | — | — | $6.0M | 4.8% | |
| Columbia Dividend Income Fund Large-cap fund | Other securities | — | — | $5.8M | 4.6% | |
| Fidelity Freedom 2040 Fund Target retirement fund | Mutual Funds | — | — | $5.5M | 4.3% | |
| Fidelity Freedom 2035 Fund Target retirement fund | Mutual Funds | — | — | $5.2M | 4.2% | |
| Fidelity Managed Income Portfolio II | Mutual Funds | — | — | $4.3M | 3.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.3M | 3.4% | |
| PIMCO Total Return Institutional Fund Bond fund | Mutual Funds | — | — | $3.5M | 2.8% | |
| Fidelity Extended Market Index Mid-cap fund | Mutual Funds | — | — | $3.3M | 2.6% | |
| Artisan International Institutional Fund International fund | Mutual Funds | — | — | $2.9M | 2.3% | |
| Fidelity Freedom 2055 Fund Target retirement fund | Mutual Funds | — | — | $2.8M | 2.2% | |
| PGIM High Yield R6 Bond fund | Other securities | — | — | $2.6M | 2.1% | |
| Participant Directed Brokerage Common Stock | Common Stocks | — | — | $2.4M | 1.9% | |
| Fidelity International Index International fund | Mutual Funds | — | — | $2.0M | 1.5% | |
| Fidelity Freedom 2050 Fund Target retirement fund | Mutual Funds | — | — | $1.9M | 1.5% | |
| Fidelity Freedom 2020 Fund Target retirement fund | Mutual Funds | — | — | $1.8M | 1.5% | |
| Fidelity Freedom 2060 Fund Target retirement fund | Mutual Funds | — | — | $1.8M | 1.4% | |
| Participant Directed Brokerage Money market fund | Cash / Money Market | — | — | $1.7M | 1.4% | |
| Participant Directed Brokerage Various | Other securities | — | — | $1.7M | 1.3% | |
| Fidelity Small Cap GR K6 Small-cap fund | Mutual Funds | — | — | $1.7M | 1.3% | |
| AS Emerging Markets Equity Growth fund | Other securities | — | — | $1.4M | 1.1% | |
| Fidelity Government Income Fund Balanced fund | Mutual Funds | — | — | $1.4M | 1.1% | |
| Participant Directed Brokerage Bond fund | Other securities | — | — | $1.4M | 1.1% | |
| Fidelity Freedom 2045 Fund Target retirement fund | Mutual Funds | — | — | $1.2M | 1.0% | |
| Certificate of Deposit Participant Directed Brokerage Certificate of deposit | Other securities | — | — | $849K | 0.7% | |
| Fidelity Freedom 2015 Fund Target retirement fund | Mutual Funds | — | — | $797K | 0.6% | |
| Participant Directed Brokerage Fidelity Fund | Mutual Funds | — | — | $441K | 0.3% | |
| Fidelity Freedom 2070 Fund Target retirement fund ** 682 * Fidelity Freedom Income Fund Target retirement fund | Mutual Funds | — | — | $386K | 0.3% | |
| Participant Directed Brokerage External Fund | Other securities | — | — | $349K | 0.3% | |
| Fidelity Freedom 2065 Fund Target retirement fund | Mutual Funds | — | — | $327K | 0.3% | |
| Fidelity Freedom 2010 Fund Target retirement fund | Mutual Funds | — | — | $135K | 0.1% | |
| Money Market Fund * Fidelity Government Money Market Money market fund | Mutual Funds | — | — | $69K | <0.1% | |
| Government Bond Funds Participant Directed Brokerage Government Bond Fund | U.S. Treasuries | — | — | $50K | <0.1% |
