Michael Keller signed BMWC Constructors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMWC Constructors, Inc.'s EIN is 35-2032531.
Download the official 2024 Form 5500 (PDF) for BMWC Constructors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMWC Constructors, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price All-Cap Opportunities Inv Fund 225,603 | Other securities | — | — | $16.6M | 20.5% | |
| Vanguard 500 Index Admiral Fund 24,347 | Common Collective Trusts | — | — | $13.2M | 16.3% | |
| Vanguard Equity Income Fund 212,874 | Mutual Funds | — | — | $9.0M | 11.1% | |
| Fidelity International Capital Appreciation Fund K6 217,257 | Mutual Funds | — | — | $3.5M | 4.3% | |
| John Hancock Bond Fund R6 245,517 | Other securities | — | — | $3.3M | 4.0% | |
| Victory Sycamore Established Value Fund A 69,724 | Other securities | — | — | $3.2M | 4.0% | |
| Vanguard Total Bond Market Index Admiral Fund 284,747 | Mutual Funds | — | — | $2.7M | 3.3% | |
| Fidelity Advisor International Small-Cap Fund Z 80,206 | Mutual Funds | — | — | $2.5M | 3.0% | |
| DFA U.S. Targeted Value Portfolio Fund I 67,650 | Mutual Funds | — | — | $2.3M | 2.9% | |
| Vanguard Total International Stock Index Admiral Fund 67,649 | Mutual Funds | — | — | $2.1M | 2.6% | |
| MONEY MARKET FUND SHARES Vanguard Federal Money Market Fund 2,100,848 | Mutual Funds | — | — | $2.1M | 2.6% | |
| American Funds 2045 Target Date Retirement Fund R-5E 91,925 | Mutual Funds | — | — | $1.9M | 2.4% | |
| Schwab FDMTL Intl LG Co Index Fund 159,775 | Common Collective Trusts | — | — | $1.7M | 2.0% | |
| Carillon Eagle Mid Cap Growth Fund I 21,294 | Other securities | — | — | $1.6M | 2.0% | |
| American Funds 2050 Target Date Retirement Fund R-5E 67,351 | Mutual Funds | — | — | $1.4M | 1.7% | |
| Columbia Small Cap Growth Institutional Fund I3 42,869 | Other securities | — | — | $1.3M | 1.6% | |
| PIMCO Global Advantage Strategy BD Institutional Fund 111,108 | Mutual Funds | — | — | $1.1M | 1.4% | |
| Fidelity Emerging Markets Fund 29,068 | Mutual Funds | — | — | $1.1M | 1.4% | |
| American Funds 2025 Target Date Retirement Fund R-5E 70,538 | Mutual Funds | — | — | $1.1M | 1.3% | |
| American Funds 2055 Target Date Retirement Fund R-5E 40,224 | Mutual Funds | — | — | $1.0M | 1.3% | |
| American Funds 2030 Target Date Retirement Fund R-5E 55,589 | Mutual Funds | — | — | $953K | 1.2% | |
| PGIM High Yield Fund Z 166,045 | Other securities | — | — | $794K | 1.0% | |
| American Funds 2035 Target Date Retirement Fund R-5E 27,841 | Mutual Funds | — | — | $526K | 0.6% | |
| Loomis Sayles Global Allocation Fund Y 21,227 | Other securities | — | — | $521K | 0.6% | |
| American Funds 2040 Target Date Retirement Fund R-5E 22,186 | Mutual Funds | — | — | $451K | 0.6% | |
| American Funds 2020 Target Date Retirement Fund R-5E 21,807 | Mutual Funds | — | — | $291K | 0.4% | |
| American Funds 2065 Target Date Retirement Fund R-5E 15,034 | Mutual Funds | — | — | $262K | 0.3% | |
| REGISTERED INVESTMENT COMPANIES American Funds 2015 Target Date Retirement Fund R-5E 10,482 | Mutual Funds | — | — | $127K | 0.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25% to 10.50%, with maturities through August 2033 0 | Bonds / Notes | — | — | $121K | 0.1% | |
| American Funds 2060 Target Date Retirement Fund R-5E 6,291 | Mutual Funds | — | — | $112K | 0.1% | |
| Thornburg Limited Term Income Fund R6 1,234 | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STIFEL NICOLAUS & CO INC |
| — |
| ST LOUIS, MO |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | — | FORT WAYNE, IL | TPA | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER AND MILLER LLP | — | INDIANAPOLIS, IN | AUDITOR | $11K | — |
