Bristol Group, Inc.'s EIN is 31-1491447.
Download the official 2024 Form 5500 (PDF) for Bristol Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bristol Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $8K | — |
| MCGREGOR & ASSOCIATES, INC | 61-1211399 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK TOTAL RETURN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 718 | Pooled Separate Account | — | $3K | $31K | 18.7% | |
| TRANSAMERICA LG CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 290 | Pooled Separate Account | — | — | $28K | 16.7% | |
| CLEARBRIDGE APPRECIATION RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 378 | Pooled Separate Account | — | — | $26K | 15.6% | |
| BNY MELLON DYNAMIC VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 763 | Pooled Separate Account | — | — | $25K | 15.2% | |
| Stable Value Contract *Transamerica Stable Value Core Option 1.65% | Stable Value | — | — | $17K | 10.6% | |
| HARTFORD INTERNATIONAL OPPS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 646 | Pooled Separate Account | — | — | $7K | 4.0% | |
| AF NEW PERSPECTIVE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $6K | 3.6% | |
| AMERICANS NEW WORLD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $4K | 2.3% | |
| BR HIGH YIELD PORTFOLIO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 757 | Pooled Separate Account | — | — | $3K | 2.0% | |
| BNY MELLON GLOBAL FI RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 764 | Pooled Separate Account | — | — | $3K | 1.9% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $3K | 1.6% | |
| DFA U.S. TARGET VALUE PF RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $2K | 1.5% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $2K | 1.4% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $2K | 1.3% | |
| TRANSAMERICA MID-CAP GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 729 | Pooled Separate Account | — | — | $2K | 1.3% | |
| AC MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $2K | 1.3% | |
| SS S&P MID CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $1K | 0.9% | |
| TA LIFEGOAL 2055 BR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 682 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3194849 |
| — |
| INVESTMENT ADVISORY PLAN |
| $114 |
| — |
