JON Segner signed BI Worldwide's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BI Worldwide's EIN is 41-0688799.
Download the official 2024 Form 5500 (PDF) for BI Worldwide from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BI Worldwide's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOK STREET CONSULTING INC | 84-0854432 | — | ADVISOR | $6K | — |
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 |
|---|---|---|---|---|---|
| BOULAY PLLP | 41-0887288 | — | ACCOUNTANT/AUDITOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD INST INDEX | Mutual Funds | — | $35.3M | $38.7M | 12.9% | |
| DODGE & COX STOCK X | Mutual Funds | — | $31.9M | $31.7M | 10.6% | |
| VANG EXPLORER ADM | Other securities | — | $27.3M | $26.9M | 9.0% | |
| TRP RETIRE 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | $21.7M | $22.5M | 7.5% | |
| TRP GROWTH STOCK I | Other securities | — | $19.2M | $20.6M | 6.9% | |
| VANG INFO TEC IDX AD | Common Collective Trusts | — | $16.6M | $19.4M | 6.5% | |
| TRP RETIRE 2040 G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | $17.0M | $17.6M | 5.9% | |
| TRP RETIRE 2050 G T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | $15.1M | $15.7M | 5.2% | |
| VANG TOT BD MKT INST | Other securities | — | $9.4M | $9.4M | 3.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $9.2M | $9.4M | 3.1% | |
| VICTORY S SMCO OP R6 | Other securities | — | $9.8M | $9.3M | 3.1% | |
| TRP RETIRE 2035 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | $9.0M | $9.3M | 3.1% | |
| VANG TOT STK MKT IS | Other securities | — | $7.8M | $8.6M | 2.9% | |
| TRP RETIRE 2045 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $7.1M | $7.4M | 2.5% | |
| ARTISAN INTL GROWTH SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | $6.2M | $6.3M | 2.1% | |
| EXTERNAL FUND | Other securities | — | $984K | $6.2M | 2.1% | |
| TRP RETIRE 2055 G T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | $5.7M | $5.9M | 2.0% | |
| TRP RETIRE 2020 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | $4.1M | $4.3M | 1.4% | |
| TRP HIGH YIELD INST | Other securities | — | $4.1M | $4.1M | 1.4% | |
| VANG TOT INTL STK AD | Other securities | — | $3.7M | $3.6M | 1.2% | |
| INVS DEVELOP MKT Y | Other securities | — | $3.8M | $3.5M | 1.2% | |
| TRP RETIRE 2060 G T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | $2.8M | $2.9M | 1.0% | |
| GABELLI US MM I | Other securities | — | $2.6M | $2.6M | 0.9% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | $2.1M | $2.2M | 0.7% | |
| COMMON STOCK | Common Stocks | — | $589K | $1.8M | 0.6% | |
| VANG INFL PROT ADM | Other securities | — | $1.6M | $1.6M | 0.5% | |
| DFA GLOB REAL ESTATE | Mutual Funds | — | $1.4M | $1.4M | 0.5% | |
| TRP RETIRE 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | $1.2M | $1.3M | 0.4% | |
| TRP RETIRE BAL G T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | $1.0M | $1.1M | 0.4% | |
| GOVERNMENT BOND | U.S. Treasuries | — | $418K | $598K | 0.2% | |
| CASH | Cash / Money Market | — | $574K | $574K | 0.2% | |
| VG TL INTL BD IDX AD | Common Collective Trusts | — | $537K | $540K | 0.2% | |
| CERT. OF DEP. | Other securities | — | $375K | $446K | 0.1% | |
| FIDELITY FUND | Mutual Funds | — | $176K | $359K | 0.1% | |
| TRP RETIRE 2010 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | $323K | $335K | 0.1% | |
| TRP RETIRE 2005 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | $291K | $300K | 0.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $265K | <0.1% | |
| TRP RETIRE 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | $66K | $68K | <0.1% | |
| CORPORATE BOND | CORPORATE BOND | — | — | $28K | <0.1% | |
| RIGHTS/WARRANTS | Other securities | — | — | $319 | <0.1% | |
| T. ROWE PRICE RTMT BAL TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RTM 2060 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2055 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2050 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2045 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2040 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2035 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2030 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2020 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RTM 2015 TR CL A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
