Kenneth J. Sachs signed Bodman PLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bodman PLC's EIN is 38-1308687.
Download the official 2024 Form 5500 (PDF) for Bodman PLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bodman PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | CONSULTANT | $63K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW & CO. P.C | 38-2492570 | — | ACCOUNTANT | $23K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $28.3M | 17.6% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities Fund | Mutual Funds | — | — | $24.1M | 14.9% | |
| MFS Value R6 | Mutual Funds | — | — | $11.7M | 7.3% | |
| Janus Henderson Janus Henderson Balanced N | Mutual Funds | — | — | $7.9M | 4.9% | |
| MFS International Value R6 | Mutual Funds | — | — | $7.7M | 4.8% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $7.0M | 4.3% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $6.7M | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement I 2050 Fd | Other securities | — | — | $5.7M | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2025 Fd | Other securities | — | — | $5.2M | 3.2% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.8% | |
| Allspring Global Investments Allspring Special Mid Cap R6 | Other securities | — | — | $4.4M | 2.7% | |
| BlackRock Blockrock High Yield Portfol I | Other securities | — | — | $4.4M | 2.7% | |
| Natixis Funds Loomis Sayles Core Plus Bond Y | Other securities | — | — | $4.2M | 2.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $4.1M | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement I 2035 Fd | Other securities | — | — | $4.1M | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2030 Fd | Other securities | — | — | $4.0M | 2.5% | |
| Vanguard Total Bond Index Admiral Shares | Mutual Funds | — | — | $3.9M | 2.4% | |
| American Century Investments American Century Small Cap R6 | Other securities | — | — | $2.7M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement I 2045 Fd | Other securities | — | — | $2.4M | 1.5% | |
| Federated Hermes Federated Hermes Mdt Mid CP R6 | Other securities | — | — | $2.0M | 1.3% | |
| PIMCO INcome FUnd Instl CL | Mutual Funds | — | — | $2.0M | 1.2% | |
| MFS New Discovery Value R6 | Mutual Funds | — | — | $1.9M | 1.2% | |
| Dimensional Fund Advisors DFA Emerging Mrkts Core Instl | Mutual Funds | — | — | $1.6M | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement I 2020 Fd | Other securities | — | — | $1.6M | 1.0% | |
| Vanguard Developed Markets Adm | Mutual Funds | — | — | $1.4M | 0.9% | |
| Nuveen Real Estate Sec Selc R6 | Mutual Funds | — | — | $1.4M | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement I 2040 Fd | Other securities | — | — | $1.1M | 0.7% | |
| Eaton Vance Eaton Vance Global Macro Abs | Structured Credit (CLO/ABS) | — | — | $910K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement I 2060 Fd | Other securities | — | — | $824K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2055 Fd | Other securities | — | — | $760K | 0.5% | |
| Notes receivable from participants Interest rates from 3.25% to 8.50% with various maturity dates | Bonds / Notes | — | — | $714K | 0.4% | |
| LOAN FUND LOANS | Other securities | — | $712K | $712K | 0.4% | |
| PIMCO Real Return A | Mutual Funds | — | — | $663K | 0.4% | |
| Blackrock BLF Money Market | Cash / Money Market | — | — | $540K | 0.3% | |
| Vanguard Cash Rsrvs Fed MM Adm | Mutual Funds | — | — | $500K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement I 2015 Fd | Other securities | — | — | $179K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balance I Fd | Other securities | — | — | $46K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement I 2010 Fd | Other securities | — | — | $4K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $2K | $2K | <0.1% |
