Deborah Shepherd signed Bloomberg Industry Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bloomberg Industry Group, Inc.'s EIN is 53-0040540.
Download the official 2024 Form 5500 (PDF) for Bloomberg Industry Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bloomberg Industry Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $68K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $12K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $70.9M | 15.9% | |
| JPMorgan Large Cap Growth Fund Mutual Fund NR | Other securities | — | — | $35.4M | 7.9% | |
| SAGIC Diversified Bond II Investment Contract NR | Other securities | — | — | $32.1M | 7.2% | |
| T. Rowe Price Spectrum Moderate Allocation Fund Mutual Fund NR | Other securities | — | — | $29.8M | 6.7% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $27.4M | 6.1% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $21.6M | 4.8% | |
| Columbia Dividend Income Fund Mutual Fund NR | Other securities | — | — | $20.0M | 4.5% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.5M | 4.1% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $18.5M | 4.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $17.7M | 4.0% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund Mutual Fund NR | Other securities | — | — | $17.0M | 3.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.1M | 3.4% | |
| MassMutual Mid Cap Growth Fund Mutual Fund NR | Other securities | — | — | $13.6M | 3.0% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.6M | 2.8% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $10.9M | 2.4% | |
| T. Rowe Price Small-Cap Stock Fund Mutual Fund NR | Other securities | — | — | $10.2M | 2.3% | |
| Fidelity Extended Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $9.6M | 2.1% | |
| Fidelity US Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $9.4M | 2.1% | |
| American Funds EuroPacific Growth Fund Mutual Fund NR | Mutual Funds | — | — | $8.7M | 1.9% | |
| Fidelity Total International Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $7.5M | 1.7% | |
| JPMorgan Core Bond Fund Mutual Fund NR | Other securities | — | — | $7.3M | 1.6% | |
| JPMorgan Mid Cap Value Fund Mutual Fund NR | Other securities | — | — | $6.6M | 1.5% | |
| T. Rowe Price Spectrum Conservative Allocation Fund Mutual Fund NR | Other securities | — | — | $5.9M | 1.3% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.7% | |
| American Funds SMALLCAP World Fund Mutual Fund NR | Mutual Funds | — | — | $3.0M | 0.7% | |
| Fidelity Strategic Income Fund Mutual Fund NR | Mutual Funds | — | — | $2.3M | 0.5% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.5% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.5% | |
| Fidelity Inflation Protected Bond Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $1.7M | 0.4% | |
| PIMCO Global Bond Opportunities Fund Mutual Fund NR | Mutual Funds | — | — | $1.7M | 0.4% | |
| Various, bearing interest * Participant loans from 5.00% - 10.50% - | Bonds / Notes | — | — | $1.6M | 0.4% | |
| Invesco Developing Markets Fund Mutual Fund NR | Mutual Funds | — | — | $1.3M | 0.3% | |
| First Eagle Overseas Fund Mutual Fund NR | Other securities | — | — | $892K | 0.2% | |
| TARGET RETIREMENT INCM AND GRWTH TR VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $73K | <0.1% | |
| MassMutual U.S. Government Money Market Fund Mutual Fund NR | Cash / Money Market | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NORWALK, CT |
| NONE |
| $39K |
| — |
| GOLDMAN SACHS ASSET MANAGEMENT LP | — | NEW YORK, NY | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | — | ATLANTA, GA | NONE | $20K | — |
