Joelle Rothen signed Bear Property Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bear Property Management, Inc.'s EIN is 39-1650148.
Download the official 2024 Form 5500 (PDF) for Bear Property Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bear Property Management, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2040 I Mutual Fund | Other securities | — | — | $1.1M | 15.0% | |
| T. Rowe Price Retirement I 2035 I Mutual Fund | Other securities | — | — | $1.0M | 13.9% | |
| T. Rowe Price Retirement I 2050 I Mutual Fund | Other securities | — | — | $953K | 12.6% | |
| T. Rowe Price Retirement I 2015 I Mutual Fund ** 874 T. Rowe Price Retirement I 2020 I Mutual Fund ** 905 T. Rowe Price Retirement I 2025 I Mutual Fund | Other securities | — | — | $810K | 10.7% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $649K | 8.6% | |
| T. Rowe Price Retirement I 2060 I Mutual Fund | Other securities | — | — | $472K | 6.3% | |
| T. Rowe Price Retirement I 2030 I Mutual Fund | Other securities | — | — | $416K | 5.5% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $399K | 5.3% | |
| Fidelity Advanc ed Growth Opportunity Z Fund Mutual Fund | Mutual Funds | — | — | $364K | 4.8% | |
| T. Rowe Price Retirement I 2055 I Mutual Fund | Other securities | — | — | $311K | 4.1% | |
| T. Rowe Price Retirement I 2045 I Mutual Fund | Other securities | — | — | $301K | 4.0% | |
| Principal Fixed Inc ome Guaranteed Fund Fixed annuities | Common Stocks | — | — | $168K | 2.2% | |
| PGIM Jennison International Opps R6 Mutual Fund | Other securities | — | — | $141K | 1.9% | |
| Participant Loans at 4.25% - 8.00% - | Bonds / Notes | — | — | $53K | 0.7% | |
| T. Rowe Price Retirement I 2010 I Mutual Fund | Other securities | — | — | $46K | 0.6% | |
| Neuberger Berman Large Cap Value R6 Mutual Fund | Other securities | — | — | $37K | 0.5% | |
| Americ an Funds New World R6 Mutual Fund | Other securities | — | — | $33K | 0.4% | |
| Nuveen Real Estate Sec Sel R6 Mutual Fund | Mutual Funds | — | — | $29K | 0.4% | |
| AB Small Cap Growth Port Z Fd Mutual Fund | Other securities | — | — | $28K | 0.4% | |
| T. Rowe Price Retirement I 2065 I Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| MassMutual Prem In-Pro & Inc I Mutual Fund ** 741 Neuberger Berman Core Bond R6 Mutual Fund | Common Stocks | — | — | $22K | 0.3% | |
| T. Rowe Price Retirement I 2005 I Mutual Fund | Other securities | — | — | $22K | 0.3% | |
| PGIM High Yield R6 Fund Mutual Fund | Other securities | — | — | $13K | 0.2% | |
| Blackrock International Fund K Mutual Fund ** 959 Blackrock Mid-Cap Growth Equity K Mutual Fund | Other securities | — | — | $11K | 0.1% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $10K | 0.1% | |
| Americ an Century Small Value R6 Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Columbia Overseas Value I3 Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| AllSpring Spec M Cap Value R6 Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| PIMCO Global Advantage Strategy Bond I Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement Balanced I Mutual Fund | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | 86-3678481 | — | CONTRACT ADMINISTRATOR | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | 93-0987232 | — | OTHER SERVICES | $0 | — |
