Jillian M Proud signed BMC Growth Fund II, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMC Growth Fund II, LLC's EIN is 38-4091731.
Download the official 2024 Form 5500 (PDF) for BMC Growth Fund II, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMC Growth Fund II, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AM | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $484 |
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 | |||||
|---|---|---|---|---|---|---|
| FRANKLIN TOTAL ADVANTAGE 2025 R6 GREAT GRAY · EIN 82-3269796 / PN 352 | Common Collective Trust | — | — | $640K | 11.6% | |
| FRANKLIN TOTAL ADVANTAGE 2050 R6 GREAT GRAY · EIN 82-3383993 / PN 357 | Common Collective Trust | — | — | $439K | 8.0% | |
| Guaranteed Interest Account | Other securities | — | — | $397K | 7.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $377K | 6.8% | |
| FRANKLIN TOTAL ADVANTAGE 2040 R6 GREAT GRAY · EIN 82-3309063 / PN 355 | Common Collective Trust | — | — | $354K | 6.4% | |
| Vanguard Total Stck Mkt Idx Fd | Common Collective Trusts | — | — | $345K | 6.2% | |
| Northern Bond Index Fund | Common Collective Trusts | — | — | $253K | 4.6% | |
| Federated Hermes Total Return Bond R6 | Other securities | — | — | $246K | 4.5% | |
| FRANKLIN TOTAL ADVANTAGE 2045 R6 GREAT GRAY · EIN 82-3327181 / PN 356 | Common Collective Trust | — | — | $200K | 3.6% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $195K | 3.5% | |
| FRANKLIN TOTAL ADVANTAGE 2035 R6 GREAT GRAY · EIN 82-3297133 / PN 354 | Common Collective Trust | — | — | $178K | 3.2% | |
| American Funds New Prspctve Fd | Mutual Funds | — | — | $150K | 2.7% | |
| Vanguard Dvlpd Mrkts Indx Fd | Mutual Funds | — | — | $146K | 2.6% | |
| Participant Loans | Participant loans | — | — | $132K | 2.4% | |
| Franklin Growth Fund | Mutual Funds | — | — | $117K | 2.1% | |
| FRANKLIN TOTAL ADVANTAGE 2030 R6 GREAT GRAY · EIN 82-3285163 / PN 353 | Common Collective Trust | — | — | $106K | 1.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $103K | 1.9% | |
| FRANKLIN TOTAL ADVANTAGE 2055 R6 GREAT GRAY · EIN 82-3397205 / PN 358 | Common Collective Trust | — | — | $93K | 1.7% | |
| FRANKLIN TOTAL ADVANTAGE 2020 R6 GREAT GRAY · EIN 82-3236968 / PN 351 | Common Collective Trust | — | — | $86K | 1.6% | |
| DFA US Core Equity II Fund | Mutual Funds | — | — | $86K | 1.6% | |
| FRANKLIN TOTAL ADVANTAGE 2060 R6 GREAT GRAY · EIN 82-3410489 / PN 359 | Common Collective Trust | — | — | $85K | 1.5% | |
| Vanguard Real Estate Index Fd | Mutual Funds | — | — | $81K | 1.5% | |
| Mass Mutual Small Cap Opportun I | Other securities | — | — | $76K | 1.4% | |
| Vanguard Extended Mrkt Indx Fd | Mutual Funds | — | — | $75K | 1.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $72K | 1.3% | |
| Vanguard High Div Yield Index | Mutual Funds | — | — | $70K | 1.3% | |
| Vanguard Emerging Market Stock | Mutual Funds | — | — | $69K | 1.3% | |
| Hartford Divdend & Growth | Other securities | — | — | $63K | 1.1% | |
| AB Global Bond Fund | Other securities | — | — | $43K | 0.8% | |
| AmerFunds EuroPacific Gr Fund | Other securities | — | — | $38K | 0.7% | |
| Allspring special mid cap value R6 | Other securities | — | — | $37K | 0.7% | |
| Allspring special small cap value R6 | Other securities | — | — | $37K | 0.7% | |
| Mass Mutual US Government Mny Mkt | Other securities | — | — | $35K | 0.6% | |
| Vanguard Mid-Cap Gr Indx Fd | Mutual Funds | — | — | $29K | 0.5% | |
| Vanguard Sm Cap Grwth Indx Fnd | Mutual Funds | — | — | $27K | 0.5% | |
| Hartford Midcap Fund | Other securities | — | — | $17K | 0.3% | |
| Janus Henderson Triton Fd | Mutual Funds | — | — | $10K | 0.2% | |
| Hartford Balanced Income Fund | Other securities | — | — | $6K | 0.1% | |
| FRANKLIN TOTAL ADVANTAGE R6 GREAT GRAY · EIN 82-3225947 / PN 350 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Fidelity Advsr Strat Incm Fd | Mutual Funds | — | — | $637 | <0.1% | |
| PGIM High-Yield Fund | Other securities | — | — | $293 | <0.1% |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY INS SERVICES INC | 51-0116113 | NEW YORK, NY | BROKER/ADVISO R | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT SOLUTIONS ETC | 81-3186048 | DAYTON, OH | TPA | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES DENNING | 31-1119890 | CINCINNATI, OH | AUDITOR | $0 | — |
