Jennifer TORO signed Bishop McCann LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bishop McCann LLC's EIN is 43-1780872.
Download the official 2024 Form 5500 (PDF) for Bishop McCann LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bishop McCann LLC's plan includes profit-sharing, a 401(k) feature, 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 | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | — | CHARLOTTE, NC | NONE | $24K | — |
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA |
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 | |||||
|---|---|---|---|---|---|---|
| NORTHERN TRUST COLL S&P 500 INDEX T NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.7M | 16.1% | |
| T. ROWE PRICE RETIREMENT 2045 TR K T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.2M | 12.1% | |
| JPMorgan Large Cap Growth R6 JP Morgan 0 | Other securities | — | — | $1.2M | 11.5% | |
| T. ROWE PRICE RETIREMENT 2050 TR K T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.8% | |
| T. ROWE PRICE RETIREMENT 2025 TR K T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $620K | 6.0% | |
| GG TR EUROPACIFIC GROWTH CT GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $594K | 5.8% | |
| FIAM CORE PLUS COMMINGLED POOL I FIDELITY INVESTMENTS · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $563K | 5.5% | |
| T. ROWE PRICE RETIREMENT 2055 TR K T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $552K | 5.4% | |
| T. ROWE PRICE RETIREMENT 2030 TR K T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $511K | 5.0% | |
| T. ROWE PRICE RETIREMENT 2040 TR K T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $466K | 4.5% | |
| T. ROWE PRICE RETIREMENT 2020 TR K T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $435K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2035 TR K T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $310K | 3.0% | |
| T. ROWE PRICE RETIREMENT 2060 TR K T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $245K | 2.4% | |
| NORTHERN TRUST COLL RUSSELL 2000 IN NORTHERN TRUST · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $233K | 2.3% | |
| NORTHERN TRUST COLL S&P 400 INDEX T NORTHERN TRUST · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $208K | 2.0% | |
| Templeton Global Bond Adv Templeton 0 233 Vanguard Selected Value Inv Vanguard 0 | Mutual Funds | — | — | $139K | 1.4% | |
| MFS MID CAP GROWTH CT GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $119K | 1.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $83K | 0.8% | |
| Principal SmallCap Value II R6 Principal 0 | Other securities | — | — | $36K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 TR K T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $34K | 0.3% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $17K | 0.2% | |
| GALLIARD STABLE RETURN FUND E GALLIARD CAPITAL MNGT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TR K T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $14 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $11K |
| — |
