Daisy Meyer signed Bluetooth SIG Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bluetooth SIG Inc.'s EIN is 52-2282302.
Download the official 2024 Form 5500 (PDF) for Bluetooth SIG Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bluetooth SIG 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | 13-5657518 | — | INVESTMENT/FINANCIAL ADVI | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.9M | 12.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.8M | 12.2% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $2.7M | 11.6% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $2.6M | 11.1% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.5M | 11.0% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $2.1M | 9.1% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $1.0M | 4.3% | |
| JANUS HENDERSON FORTY FUND - N | Registered Investment Companies | — | — | $940K | 4.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $855K | 3.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $554K | 2.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $534K | 2.3% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $475K | 2.1% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $432K | 1.9% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $413K | 1.8% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $351K | 1.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $292K | 1.3% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $277K | 1.2% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $239K | 1.0% | |
| VICTORY RS SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $187K | 0.8% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $185K | 0.8% | |
| BNYM INTERNATIONAL STOCK Y | Registered Investment Companies | — | — | $153K | 0.7% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $146K | 0.6% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $55K | 0.2% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $36K | 0.2% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $36K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
