Jeanne Luhrs signed Bigos Management Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bigos Management Inc.'s EIN is 41-1864066.
Download the official 2024 Form 5500 (PDF) for Bigos Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bigos Management Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $35K | — |
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GM ClearBridge Dividend Strategy IS GM 0 | Other securities | — | — | $2.0M | 10.9% | |
| GM Alger Capital Appreciation Z Alger 0 | Other securities | — | — | $2.0M | 10.8% | |
| GM Loomis Sayles Core Plus Bond N Loomis Sayles 0 | Other securities | — | — | $1.9M | 10.6% | |
| GM BlackRock Equity Dividend K BlackRock 0 | Other securities | — | — | $1.6M | 8.5% | |
| GM PGIM High Yield R6 PGIM 0 | Other securities | — | — | $1.1M | 6.1% | |
| Self-Direct Investment Fund Self-Direct 0 | Other securities | — | — | $1.1M | 6.1% | |
| GM PGIM Short-Term Corp Bond R6 PGIM 0 | Common Stocks | — | — | $1.0M | 5.5% | |
| GM Allspring Special Mid Cap Value R6 GM 0 | Other securities | — | — | $699K | 3.8% | |
| GM BlackRock Strategic Global Bond K BlackRock 0 | Other securities | — | — | $653K | 3.6% | |
| Alger Capital Appreciation Z Alger 0 | Other securities | — | — | $652K | 3.6% | |
| GM MFS Mid Cap Growth R6 MFS 0 | Mutual Funds | — | — | $565K | 3.1% | |
| GM American Funds Intl Gr & Inc R6 American Funds 0 | Mutual Funds | — | — | $562K | 3.1% | |
| GM Macquarie Emerging Markets R6 GM 0 | Other securities | — | — | $438K | 2.4% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $409K | 2.2% | |
| GM Macquarie Small Cap Value R6 GM 0 | Other securities | — | — | $385K | 2.1% | |
| BlackRock Equity Dividend K BlackRock 0 | Other securities | — | — | $330K | 1.8% | |
| GM Vanguard Small-Cap Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $324K | 1.8% | |
| ClearBridge Dividend Strategy IS ClearBridge 0 | Other securities | — | — | $314K | 1.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $269K | 1.5% | |
| GM PGIM Global Real Estate R6 PGIM 0 | Other securities | — | — | $257K | 1.4% | |
| MFS Mid Cap Growth R6 MFS 0 | Mutual Funds | — | — | $256K | 1.4% | |
| MFS Global Equity R6 MFS 0 | Mutual Funds | — | — | $228K | 1.2% | |
| Macquarie Small Cap Value R6 Macquarie 0 | Other securities | — | — | $225K | 1.2% | |
| BlackRock Liquidity T-Fund Premier BlackRock 0 | Other securities | — | — | $210K | 1.1% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | Other securities | — | — | $185K | 1.0% | |
| GM MFS Global Equity R6 MFS 0 | Mutual Funds | — | — | $163K | 0.9% | |
| Macquarie Emerging Markets R6 Macquarie 0 | Other securities | — | — | $112K | 0.6% | |
| Loomis Sayles Core Plus Bond N Loomis Sayles 0 | Other securities | — | — | $112K | 0.6% | |
| PGIM High Yield R6 PGIM 0 | Other securities | — | — | $93K | 0.5% | |
| PGIM Global Real Estate R6 PGIM 0 | Other securities | — | — | $65K | 0.4% | |
| American Funds Intl Gr & Inc R6 American Funds 0 | Mutual Funds | — | — | $54K | 0.3% | |
| PGIM Short-Term Corp Bond R6 PGIM 0 | Common Stocks | — | — | $50K | 0.3% | |
| BlackRock Strategic Global Bond K BlackRock 0 | Other securities | — | — | $10K | <0.1% | |
| Self-Direct Cash Fund Self-Direct 0 | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $9K |
| — |
