Andrea Bernica signed BVH, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BVH, Inc.'s EIN is 47-1888435.
Download the official 2024 Form 5500 (PDF) for BVH, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BVH, Inc.'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 |
|---|---|---|---|---|---|
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 MASTER TRUST BVH, INC. · EIN 47-1888435 / PN 301 | Master Trust | — | — | $1.8B | 58.8% | |
| BVHI Company Common Stock Common Stock, 3,462,793 shares | Common Stocks | — | $3.5M | $1.2B | 40.7% | |
| BLACK & VEATCH CO STOCK Employer Securities | Common Stocks | — | — | $1.2B | 40.5% | |
| Notes Receivable from Participants Various participants, interest rates ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $14.0M | 0.5% | |
| PARTICIPANT LOANS (4.25% - 10.50%) | Bonds / Notes | — | — | $14.0M | 0.5% | |
| BLACK & VEATCH PRE99 CO STOCK Employer Securities | Common Stocks | — | — | $6.6M | 0.2% | |
| BLACK & VEATCH MSTER TR BLACK & VEATCH HOLDING COMPANY · EIN 43-1603954 / PN 301 | Master Trust | — | — | $0 | <0.1% |
| 34-1479833 |
| — |
| NONE |
| $473K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $35K | — |
| SIGNATURE INVESTMENT ADVISORS | 45-3791510 | — | NONE | $31K | — |
| GLASS LAKES CAPITAL MANAGEMENT | 82-2749909 | — | NONE | $30K | — |
| OPTIMA CAPITAL MANAGEMENT LLC | 84-3178156 | — | NONE | $27K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $26K | — |
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | NONE | $14K | — |
| HOWARD CAPITAL MANAGEMENT INC | 76-0661984 | — | NONE | $9K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KWMG LLC | 46-4580356 | — | NONE | $715K | — |
| GREATBANC TRUST COMPANY | 36-3681493 | — | NONE | $147K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $92K | — |
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $69K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $29K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $28K | — |
| PICKETT CHANEY & MCMULLEN LLP | 48-1246310 | — | NONE | $26K | — |
| RDA FINANCIAL NETWORK INC | 20-3771932 | — | NONE | $20K | — |
| COMPUTERSHARE INC. | 04-3401714 | — | NONE | $17K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $12K | — |
| NATIONS FINANCIAL GROUP INC | 39-1909295 | — | NONE | $11K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $10K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | NONE | $9K | — |
| MODERA WEALTH MANAGEMENT LLC | 27-3774197 | — | NONE | $9K | — |
| THE ETF STORE INC | 26-4480908 | — | NONE | $6K | — |
| INTELLICENTS INVESTMENT | 41-1812533 | — | NONE | $5K | — |
