JAMI Stislicki signed BLM Group USA Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BLM Group USA Corp.'s EIN is 38-3613746.
Download the official 2024 Form 5500 (PDF) for BLM Group USA Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BLM Group USA Corp.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.7M | 22.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.8M | 13.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.7M | 12.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.6M | 12.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.5M | 7.3% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 4.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $974K | 4.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $951K | 4.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $754K | 3.5% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $548K | 2.6% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $380K | 1.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $308K | 1.5% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $255K | 1.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $199K | 0.9% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $154K | 0.7% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $150K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $139K | 0.7% | |
| AMF AMERICAN HIGH INCOME - R6 | Registered Investment Companies | — | — | $105K | 0.5% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $94K | 0.4% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $93K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $90K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $87K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $71K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $62K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $59K | 0.3% | |
| FRA LOW DUR TOTAL RETURN - R6 | Registered Investment Companies | — | — | $54K | 0.3% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $37K | 0.2% | |
| LORD ABBETT TOTAL RETURN R6 | Registered Investment Companies | — | — | $32K | 0.2% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
