Tricia Eiswald signed BWBR Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BWBR Architects, Inc.'s EIN is 41-0823721.
Download the official 2024 Form 5500 (PDF) for BWBR Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BWBR Architects, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARKS GROUP WEALTH MANAGEMENT | 26-3675041 | — | INVESTMENT ADVISOR | $80K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Dividend Income Fund | Other securities | — | — | $8.9M | 16.0% | |
| Fidelity Advanced Equity Growth Fund | Mutual Funds | — | — | $8.3M | 14.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.2M | 11.1% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $4.3M | 7.7% | |
| American Funds New World Fund | Mutual Funds | — | — | $3.9M | 7.0% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $3.1M | 5.5% | |
| Allspring Small Cap Value Fund | Other securities | — | — | $2.8M | 5.1% | |
| MFS International Growth Fund | Mutual Funds | — | — | $2.6M | 4.6% | |
| Prudential Total Return Bond Fund | Other securities | — | — | $2.3M | 4.1% | |
| Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $2.3M | 4.1% | |
| T. Rowe Price International Discovery Fund | Other securities | — | — | $2.2M | 4.0% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $2.0M | 3.7% | |
| Wasatch Core Growth Fund | Other securities | — | — | $1.5M | 2.7% | |
| Transamerica Life Ins Co Guaranteed Investment Option Fund | Common Stocks | — | — | $1.4M | 2.5% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $1.1M | 2.0% | |
| Calvert US Large Capital Core Fund | Other securities | — | — | $202K | 0.4% | |
| State Street Institutional US Government Money Market Premier Fund | Cash / Money Market | — | — | $45K | <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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
