Debra a Tanzer signed BJB Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BJB Partners, LLC's EIN is 36-4216847.
Download the official 2024 Form 5500 (PDF) for BJB Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BJB Partners, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC. | — | GLASTONBURY, CT | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.9M | 90.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $696K | 7.0% | |
| [Assets held in participant loans] | Other | — | — | $270K | 2.7% |
