Patricia Pizzimenti signed BMS Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMS Holdings, Inc.'s EIN is 43-0634395.
Download the official 2024 Form 5500 (PDF) for BMS Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMS Holdings, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-3106735 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Mutual Fund | Mutual Funds | — | — | $2.6M | 32.7% | |
| Vanguard Total Stock Market Index Mutual Fund | Common Collective Trusts | — | — | $915K | 11.3% | |
| Vanguard Mid Cap Index Mutual Fund | Mutual Funds | — | — | $793K | 9.8% | |
| T Rowe Price Retirement 2040 Mutual Fund | Mutual Funds | — | — | $624K | 7.7% | |
| Vanguard Small Cap Index Mutual Fund | Mutual Funds | — | — | $573K | 7.1% | |
| T Rowe Price Retirement 2025 Mutual Fund | Mutual Funds | — | — | $557K | 6.9% | |
| Vanguard 500 Index Mutual Fund | Common Collective Trusts | — | — | $474K | 5.9% | |
| Schwab Retirement Government Money Market Fund | Mutual Funds | — | — | $409K | 5.1% | |
| T Rowe Price Retirement 2030 Mutual Fund | Mutual Funds | — | — | $390K | 4.8% | |
| BZJ Midland PLS Aggress Growth Mutual Fund 106 Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $200K | 2.5% | |
| T Rowe Price Retirement 2050 Mutual Fund | Mutual Funds | — | — | $166K | 2.1% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $96K | 1.2% | |
| Vanguard Value Index Mutual Fund | Mutual Funds | — | — | $80K | 1.0% | |
| T Rowe Price Retirement 2060 Mutual Fund | Mutual Funds | — | — | $59K | 0.7% | |
| Notes Receivable from Participants thru July 2030. - | Other securities | — | — | $14K | 0.2% | |
| Vanguard Total International Stock Index Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| ALLSPRING PRECIOUS METALS RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 276 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS EUROPACIFIC GR RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA MID CAP VAL INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 397 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN CORE BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 292 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS MID CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 712 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 713 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FDS GR FD OF AMERICA INV TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE GR STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 606 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD REAL ESTATE INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD TTL STOCK MKT IDX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG CAP VAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 523 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA MID-CAP GR RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 729 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2010 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2015 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2025 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2035 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SM/MD CP VAL RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 093 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2050 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2055 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2060 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON MID CAP GR RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 542 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
