Laszlo Tromler signed Bearing Technologies, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bearing Technologies, Ltd.'s EIN is 34-1851026.
Download the official 2024 Form 5500 (PDF) for Bearing Technologies, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bearing Technologies, Ltd.'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 20-1978950 | — | RECORDKEEPER | $240 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PENSION CONSULTANTS, INC. | 87-1296293 | — | CONTRACT ADMIN | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Smart Retirement 2035 Fund | Other securities | — | — | $4.1M | 23.0% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $3.0M | 16.9% | |
| JP Morgan Smart Retirement 2040 Fund | Other securities | — | — | $1.8M | 10.0% | |
| JBMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.7% | |
| JP Morgan Smart Retirement 2045 Fund | Other securities | — | — | $1.1M | 6.1% | |
| JP Morgan Smart Retirement 2030 Fund | Other securities | — | — | $857K | 4.8% | |
| JP Morgan Smart Retirement 2050 Fund | Other securities | — | — | $624K | 3.5% | |
| Participant Loans Participant Loans ( interest rates from 5.25% - 10.50%) | Bonds / Notes | — | — | $442K | 2.5% | |
| MFS Growth Fund | Mutual Funds | — | — | $435K | 2.5% | |
| JP Morgan Smart Retirement 2025 Fund | Other securities | — | — | $429K | 2.4% | |
| JP Morgan Mid Cap Growth Fund | Other securities | — | — | $346K | 1.9% | |
| Loomis Sayles Investment Grade Bond Fund | Other securities | — | — | $335K | 1.9% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $332K | 1.9% | |
| JP Morgan Smart Retirement 2055 Fund | Other securities | — | — | $327K | 1.8% | |
| JP Morgan Smart Retirement 2020 Fund | Other securities | — | — | $309K | 1.7% | |
| JP Morgan Smart Retirement Income Fund | Other securities | — | — | $298K | 1.7% | |
| MFS Research International Fund | Mutual Funds | — | — | $157K | 0.9% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $139K | 0.8% | |
| JP Morgan Smart Retirement 2060 Fund | Other securities | — | — | $137K | 0.8% | |
| Pimco Income Fund | Mutual Funds | — | — | $122K | 0.7% | |
| Vanguard Total Intl Stock Index Fund | Common Collective Trusts | — | — | $74K | 0.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $65K | 0.4% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $56K | 0.3% | |
| American Funds Capital World Fund | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard High Yield Corporate Fund | Mutual Funds | — | — | $30K | 0.2% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $30K | 0.2% | |
| JP Morgan Smart Retirement 2065 Fund | Other securities | — | — | $7K | <0.1% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $6K | <0.1% | |
| JOHN HANCOCK STABLE VALUE FUND I6 JOHN HANCOCK FUNDS · EIN 80-6136981 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
