SARA Maloney signed BGM Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BGM Group, LLC's EIN is 41-1421691.
Download the official 2024 Form 5500 (PDF) for BGM Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BGM Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE PRIVATE ASSET TRUST | 46-0462210 | — | ADVISOR | $110K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Institutional Premium 427,266.097 Shares | Mutual Funds | — | $427K | $8.6M | 28.6% | |
| Vanguard 500 Index Admiral Fund 6,997.658 Shares | Common Collective Trusts | — | $7K | $3.8M | 12.6% | |
| Fidelity Freedom Index 2040 Institutional Premium 142,876.788 Shares | Mutual Funds | — | $143K | $3.5M | 11.7% | |
| Fidelity Freedom Index 2045 Institutional Premium 81,758.932 Shares | Mutual Funds | — | $82K | $2.1M | 7.0% | |
| Fidelity Freedom Index 2025 Institutional Premium 75,230.256 Shares | Mutual Funds | — | $75K | $1.4M | 4.6% | |
| American Funds Europacific Growth R6 17,031.468 Shares | Mutual Funds | — | $17K | $915K | 3.0% | |
| American Funds Growth Fund of America R6 11,961.872 Shares | Mutual Funds | — | $12K | $892K | 3.0% | |
| Fidelity Freedom Index 2055 Institutional Premium 41,288.359 Shares | Mutual Funds | — | $41K | $882K | 2.9% | |
| Vanguard Small Cap Index Admiral Fund 6,614.424 Shares | Mutual Funds | — | $7K | $762K | 2.5% | |
| Fidelity Freedom Index 2050 Institutional Premium 25,151.035 Shares | Mutual Funds | — | $25K | $653K | 2.2% | |
| Fidelity Freedom Index 2035 Institutional Premium 24,506.763 Shares | Mutual Funds | — | $25K | $572K | 1.9% | |
| Federated Hermes Capital Preservation Fund 44,911.047 Shares | Other securities | — | $45K | $449K | 1.5% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $449K | 1.5% | |
| Vanguard Windsor II Fund 5,601.330 Shares | Mutual Funds | — | $6K | $440K | 1.5% | |
| Fidelity Freedom Index 2060 Institutional Premium 23,883.499 Shares | Mutual Funds | — | $24K | $433K | 1.4% | |
| PIMCO Total Return Instl Fund 49,519.905 Shares | Mutual Funds | — | $50K | $420K | 1.4% | |
| Dimensional DFA US Targeted Value 9,705.876 Shares | Mutual Funds | — | $10K | $334K | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund R6 4,032.651 Shares | Other securities | — | $4K | $314K | 1.0% | |
| Fidelity Freedom Index 2065 Institutional Premium 20,024.086 Shares | Mutual Funds | — | $20K | $293K | 1.0% | |
| Vanguard Index Trust Mid-Cap Index Fund 761.643 Shares | Common Collective Trusts | — | — | $249K | 0.8% | |
| Vanguard Real Estate Index Fund 1,919.785 Shares | Common Collective Trusts | — | $2K | $242K | 0.8% | |
| Vanguard Bond Index Interm Term Fund 22,756.605 Shares | Mutual Funds | — | $23K | $231K | 0.8% | |
| iShares MSCI EAFE International Index K 14,874.399 Shares | Other securities | — | $15K | $227K | 0.8% | |
| PIMCO Small Cap Growth Fund I R6 13,682.536 Shares | Mutual Funds | — | $14K | $204K | 0.7% | |
| dates ranging from 10/17/25 through 04/17/36. | Other securities | — | — | $192K | 0.6% | |
| Vanguard Selected Value 5,761.038 Shares | Mutual Funds | — | $6K | $156K | 0.5% | |
| RBC Emerging Markets Equity Fund R6 9,951.083 Shares | Other securities | — | $10K | $131K | 0.4% | |
| Fidelity Freedom Index 2020 Institutional Premium 8,025.617 Shares | Mutual Funds | — | $8K | $127K | 0.4% | |
| Federated Hermes Instl High Yield Bond 6,099.183 Shares | Other securities | — | $6K | $54K | 0.2% | |
| PIMCO Real Return Instl 4,767.986 Shares | Mutual Funds | — | $5K | $48K | 0.2% | |
| Interest-bearing cash | Cash / Money Market | — | — | $6K | <0.1% | |
| Fidelity Government Money Market Fund K6 3,493.360 Shares | Mutual Funds | — | $3K | $3K | <0.1% | |
| American Funds Capital World Bond Fund 125.221 Shares | Mutual Funds | — | — | $2K | <0.1% | |
| External fund 971 * Fidelity fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
