Brian Garrison signed BMSS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMSS, LLC's EIN is 46-1498870.
Download the official 2024 Form 5500 (PDF) for BMSS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMSS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | — | SAN DIEGO, CA | CONTRACT ADMIN | $13K | — |
| EMPOWER ANNUITY INS CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Index Funds Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.7M | 15.8% | |
| BlackRock Funds BlackRock LifePath Index 2045 K | Other securities | — | — | $3.5M | 9.7% | |
| BlackRock Funds BlackRock LifePath Index 2030 K | Mutual Funds | — | — | $3.4M | 9.5% | |
| BlackRock Funds BlackRock LifePath Index 2040 K | Other securities | — | — | $3.2M | 9.0% | |
| BlackRock Funds BlackRock LifePath Index 2035 K | Other securities | — | — | $2.9M | 8.0% | |
| DFA Investment Dimensions Group DFA Global Allocation 60/40 Port Instl | Mutual Funds | — | — | $2.1M | 5.8% | |
| BlackRock Funds BlackRock LifePath Index 2060 K | Other securities | — | — | $2.0M | 5.6% | |
| BlackRock Funds BlackRock LifePath Index 2050 K | Other securities | — | — | $1.8M | 5.0% | |
| BlackRock Funds BlackRock LifePath Index 2055 K | Other securities | — | — | $1.6M | 4.4% | |
| DFA Investment Dimensions Group DFA Global Equity I | Mutual Funds | — | — | $1.4M | 3.8% | |
| Vanguard Index Funds Vanguard Extended Market Idx ADM | Common Collective Trusts | — | — | $1.2M | 3.3% | |
| DFA Investment Dimensions Group DFA U.S. Core Equity 2 I | Mutual Funds | — | — | $1.0M | 2.8% | |
| BlackRock Funds BlackRock LifePath Index Retirement K | Other securities | — | — | $968K | 2.7% | |
| Vanguard Index Funds Vanguard Lifestrategy Growth INV | Common Collective Trusts | — | — | $546K | 1.5% | |
| Vanguard Index Funds Vanguard Lifestrategy Moderate Growth | Common Collective Trusts | — | — | $496K | 1.4% | |
| Vanguard Index Funds Vanguard Total Bond Market Index Admiral | Common Collective Trusts | — | — | $479K | 1.3% | |
| Vanguard Index Funds Vanguard Inflation-Protected Secs ADM | Common Collective Trusts | — | — | $447K | 1.2% | |
| Guaranteed interest account * Massachusetts Mutual Life Insurance Co. Guaranteed interest account (General Account) | Common Stocks | — | — | $343K | 1.0% | |
| DFA Investment Dimensions Group DFA International Core Equity I | Mutual Funds | — | — | $292K | 0.8% | |
| Vanguard Index Funds Vanguard Real Estate Index Admiral | Common Collective Trusts | — | — | $271K | 0.8% | |
| Self directed brokerage accounts Various Self directed brokerage accounts | Self-Directed Brokerage | — | — | $247K | 0.7% | |
| Vanguard Index Funds Vanguard Lifestrategy Income INV | Common Collective Trusts | — | — | $232K | 0.6% | |
| DFA Investment Dimensions Group DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $168K | 0.5% | |
| Notes receivable from participants various maturities. - | Other securities | — | — | $135K | 0.4% | |
| Vanguard Index Funds Vanguard Developed Markets Index Admiral | Common Collective Trusts | — | — | $134K | 0.4% | |
| Vanguard Index Funds Vanguard Emerging Mkts Stock IDX ADM | Common Collective Trusts | — | — | $95K | 0.3% | |
| Vanguard Index Funds Vanguard Lifestrategy CNSRV GR INV | Common Collective Trusts | — | — | $74K | 0.2% | |
| DFA Investment Dimensions Group DFA Five-Year Global Fixed-Income I | Mutual Funds | — | — | $63K | 0.2% | |
| Money market fund MassMutual Investments MassMutual U.S. Government Money Market Fund | Cash / Money Market | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
