Joseph Israel signed Beghou Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beghou Consulting, LLC's EIN is 36-4169779.
Download the official 2024 Form 5500 (PDF) for Beghou Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beghou Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Individual Brokerage Accounts Various - (non-PII) Self-directed brokerage account | Self-Directed Brokerage | — | — | $19.4M | 39.7% | |
| s * Fidelity Investments, Inc. Fidelity 500 Index Fund | Mutual Funds | — | — | $5.6M | 11.5% | |
| Fidelity Investments, Inc. Self-directed brokerage account | Self-Directed Brokerage | — | — | $4.4M | 9.0% | |
| Fidelity Investments, Inc. Fidelity Freedom 2060 Fund K6 | Mutual Funds | — | — | $3.2M | 6.5% | |
| Fidelity Investments, Inc. Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | — | $2.5M | 5.2% | |
| Fidelity Investments, Inc. Fidelity Freedom 2050 Fund K6 | Mutual Funds | — | — | $2.4M | 4.9% | |
| Fidelity Investments, Inc. Fidelity Freedom 2045 Fund K6 | Mutual Funds | — | — | $2.3M | 4.8% | |
| Fidelity Investments, Inc. Fidelity Blue Chip Growth Fund K6 | Mutual Funds | — | — | $1.5M | 3.1% | |
| Fidelity Investments, Inc. Fidelity Freedom 2065 Fund K6 | Mutual Funds | — | — | $1.4M | 2.8% | |
| Fidelity Investments, Inc. Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.0M | 2.1% | |
| Fidelity Investments, Inc. Fidelity Freedom 2040 Fund K6 | Mutual Funds | — | — | $827K | 1.7% | |
| Fidelity Investments, Inc. Fidelity Global Ex U.S. Index Fund | Common Collective Trusts | — | — | $779K | 1.6% | |
| Fidelity Investments, Inc. Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | — | $603K | 1.2% | |
| Fidelity Investments, Inc. Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $572K | 1.2% | |
| Fidelity Investments, Inc. Fidelity Total Bond Fund K6 | Mutual Funds | — | — | $453K | 0.9% | |
| Fidelity Investments, Inc. Fidelity Freedom 2035 Fund K6 | Mutual Funds | — | — | $416K | 0.9% | |
| Collective Trust Fund Putnam Fiduciary Trust Co. Putnum Large Value Trust Fund | Common Collective Trusts | — | — | $322K | 0.7% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $322K | 0.7% | |
| Fidelity Investments, Inc. Fidelity Government Money Market Fund K6 | Mutual Funds | — | — | $293K | 0.6% | |
| Janus Henderson JH Enterprise Fund Class N | Mutual Funds | — | — | $198K | 0.4% | |
| Hartford Mutual Funds Hartford International Opportunities Fund ** Class R6 | Other securities | — | — | $158K | 0.3% | |
| Fidelity Investments, Inc. Fidelity Freedom 2025 Fund K6 | Mutual Funds | — | — | $145K | 0.3% | |
| Fidelity Investments, Inc. Fidelity US Bond IDX | Common Collective Trusts | — | — | $129K | 0.3% | |
| Fidelity Investments, Inc. Fidelity Freedom Income Fund K6 | Mutual Funds | — | — | $60K | 0.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $50K | 0.1% | |
| with maturity dates through June 2026) | Other securities | — | — | $41K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
