Steve Webster signed BA Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BA Holdings, Inc.'s EIN is 33-0712701.
Download the official 2024 Form 5500 (PDF) for BA Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BA Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH AND MCLENNAN COMPANIES, | 36-2668272 | — | NONE | $47K | — |
| CLIFTON LARSON ALLEN LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Ret 2030 Fund | Mutual Funds | — | — | $13.0M | 19.2% | |
| Vanguard Target Ret 2040 Fund | Mutual Funds | — | — | $10.7M | 15.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $6.1M | 9.0% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $5.7M | 8.5% | |
| Vanguard Total Bond Index Market Admiral | Mutual Funds | — | — | $4.6M | 6.8% | |
| Vanguard Target Ret 2050 Fund | Mutual Funds | — | — | $3.7M | 5.5% | |
| Vanguard Target Ret 2020 Fund | Mutual Funds | — | — | $3.4M | 5.1% | |
| T. Rowe Price Equity Income | Other securities | — | — | $3.2M | 4.7% | |
| T. Rowe Price Mid-Cap Growth | Other securities | — | — | $2.3M | 3.4% | |
| T. Rowe Price Small-Cap Value | Other securities | — | — | $2.2M | 3.2% | |
| Vanguard Target Ret 2035 Fund | Mutual Funds | — | — | $1.8M | 2.6% | |
| Baird Core Plus Bond Inst | Other securities | — | — | $1.7M | 2.5% | |
| Vanguard Target Ret Income Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Target Ret 2055 Fund | Mutual Funds | — | — | $1.1M | 1.7% | |
| Participant Loans Interest Rates Ranging from 3.25% to 8.50% | Bonds / Notes | — | — | $1.1M | 1.7% | |
| Vanguard Target Ret 2025 Fund | Mutual Funds | — | — | $1.1M | 1.6% | |
| T. Rowe Price International Stock I | Other securities | — | — | $992K | 1.5% | |
| Vanguard Target Ret 2060 Fund | Mutual Funds | — | — | $944K | 1.4% | |
| Vanguard Target Ret 2045 Fund | Mutual Funds | — | — | $638K | 0.9% | |
| Vanguard Intl Stock Index Admiral | Mutual Funds | — | — | $589K | 0.9% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $517K | 0.8% | |
| Vanguard Target Ret 2065 Fund | Mutual Funds | — | — | $304K | 0.5% | |
| Vanguard Cash Rsrv Federal MnyMktAdmiral | Mutual Funds | — | — | $68K | 0.1% | |
| Vanguard Target Ret 2070 Fund | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-0746749 |
| — |
| NONE |
| $30K |
| — |
