Arasely Valdez signed BBG, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BBG, Inc.'s EIN is 47-3942404.
Download the official 2024 Form 5500 (PDF) for BBG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BBG, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | — | IRVINE, CA | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | INVESTMENT ADVISOR | $54K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2045 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $4.6M | 14.8% | |
| Ishares S&P 500 Index A Mutual Fund | Common Collective Trusts | — | — | $3.5M | 11.5% | |
| American Funds 2050 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $3.3M | 10.6% | |
| American Funds 2030 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $2.6M | 8.5% | |
| American Funds 2035 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $2.0M | 6.6% | |
| American Funds 2040 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $2.0M | 6.5% | |
| American Funds Growth Fund Of Amer Mutual Fund | Mutual Funds | — | — | $2.0M | 6.4% | |
| American Funds 2055 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $1.8M | 6.0% | |
| American Funds 2060 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $1.7M | 5.5% | |
| American Funds 2025 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| American Funds Fundamental Investors R Mutual Fund | Mutual Funds | — | — | $1.1M | 3.5% | |
| Columbia Small Cap Index A Mutual Fund | Other securities | — | — | $895K | 2.9% | |
| American Funds American Balanced R4 Mutual Fund | Mutual Funds | — | — | $591K | 1.9% | |
| American Funds New Perspective R4 Mutual Fund | Mutual Funds | — | — | $586K | 1.9% | |
| American Funds 2065 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $552K | 1.8% | |
| Notes receivable from participants Bearing interest at 5.25%-10.5% - | Bonds / Notes | — | — | $410K | 1.3% | |
| American Funds Us Govt Money Market Mutual Fund | Mutual Funds | — | — | $396K | 1.3% | |
| American Funds 2020 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $271K | 0.9% | |
| American Funds Capital Inc Bldr R4 Mutual Fund | Mutual Funds | — | — | $186K | 0.6% | |
| American Funds New World Fund R4 Mutual Fund | Mutual Funds | — | — | $175K | 0.6% | |
| American Funds Interm Bd Fd Of Amer R Mutual Fund | Mutual Funds | — | — | $164K | 0.5% | |
| Ishares Msci Total International Index A Mutual Fund | Other securities | — | — | $110K | 0.4% | |
| Ishares U.S. Aggregate Bond Index A Mutual Fund | Other securities | — | — | $73K | 0.2% | |
| Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan | Other securities | — | — | $72K | 0.2% | |
| American Funds 2015 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $68K | 0.2% | |
| American Funds Capital World G/I R4 Mutual Fund | Mutual Funds | — | — | $64K | 0.2% | |
| Late/Missed Year Contributions Loan Repayments Total 2023 44,264 $ - | Other securities | — | — | $44K | 0.1% | |
| American Funds 2010 TD Fund R4 Mutual Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $22K | — |
