Andrea Bernica signed Black & Veatch Holding Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Black & Veatch Holding Company's EIN is 43-1603954.
Download the official 2023 Form 5500 (PDF) for Black & Veatch Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Black & Veatch Holding Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an S-corporation ESOP, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC |
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 | |||||
|---|---|---|---|---|---|---|
| BLACK & VEATCH MSTER TR BLACK & VEATCH HOLDING COMPANY · EIN 43-1603954 / PN 301 | Master Trust | — | — | $1.6B | 57.2% | |
| BVHI Company Common Stock Common Stock, 3,462,793 shares | Common Stocks | — | $3.5M | $1.2B | 42.3% | |
| Notes Receivable from ParticipantsVarious participants, interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $13.1M | 0.5% |
| 34-1479833 |
| — |
| NONE |
| $473K |
| — |
| SECURIAN FINANCIAL SERVICES IN | 41-1486060 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLASS LAKES CAPITAL MANAGEMENT | 82-2749909 | — | NONE | $24K | — |
| OPTIMA CAPITAL MANAGEMENT LLC | 84-3178156 | — | NONE | $19K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $18K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $16K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $8K | — |
| HOWARD CAPITAL MANAGEMENT INC | 76-0661984 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-3297908 | — | NONE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KWMG LLC | 46-4580356 | — | NONE | $627K | — |
| GREATBANC TRUST COMPANY | 36-3681493 | — | NONE | $147K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $88K | — |
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $52K | — |
| PICKETT CHANEY & MCMULLEN LLP | 48-1246310 | — | NONE | $25K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $21K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $21K | — |
| MODERA WEALTH MANAGEMENT LLC | 27-3774197 | — | NONE | $17K | — |
| COMPUTERSHARE INC. | 04-3401714 | — | NONE | $16K | — |
| RDA FINANCIAL NETWORK INC | 20-3771932 | — | NONE | $16K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $10K | — |
| LPL FINANCIAL LLC | 95-2834236 | — | NONE | $8K | — |
| NATIONS FINANCIAL GROUP INC | 39-1909295 | — | NONE | $7K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $6K | — |
| BUCKINGHAM STRATEGIC PARTNERS | 20-8307105 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
