Kathleen Tobin signed BCC Software, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BCC Software, LLC's EIN is 35-2506964.
Download the official 2024 Form 5500 (PDF) for BCC Software, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BCC Software, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $944 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 15.1% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $2.7M | 14.4% | |
| JP Morgan Growth Advantage Fund Class R6 | Other securities | — | — | $2.4M | 13.2% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $2.1M | 11.5% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.3M | 7.0% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.2M | 6.4% | |
| William Blair Small-Mid Cap Growth Fund R6 | Other securities | — | — | $984K | 5.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $883K | 4.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $854K | 4.6% | |
| DFA US Large Cap Value Fund | Mutual Funds | — | — | $600K | 3.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $356K | 1.9% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $336K | 1.8% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $293K | 1.6% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $236K | 1.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $223K | 1.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $212K | 1.1% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $198K | 1.1% | |
| AB Discovery Value Fund | Other securities | — | — | $184K | 1.0% | |
| DFA Emerging Market Core Fund | Mutual Funds | — | — | $142K | 0.8% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $127K | 0.7% | |
| maturing through July 2029 - | Other securities | — | — | $91K | 0.5% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $72K | 0.4% | |
| Fidelity Freedom 2060 FundDraft | Mutual Funds | — | — | $70K | 0.4% | |
| Fidelity Freedom 2070 Fund | Mutual Funds | — | — | $48K | 0.3% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $35K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
