Janet SYTZ signed Beverly Knits Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beverly Knits Inc.'s EIN is 56-1268414.
Download the official 2024 Form 5500 (PDF) for Beverly Knits Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beverly Knits Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $6K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.5M | 84.9% | |
| Nuveen Large Cap GR Idx R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 20.4% | |
| Fidelity Midcap Idx Pooled Separate Account | Pooled Separate Accounts | — | — | $859K | 16.1% | |
| AUL Stable Value Account Common Collective Trust | Stable Value | — | — | $806K | 15.1% | |
| Nuveen Lifecycle Idx 2020 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $338K | 6.3% | |
| Nuveen Intl EQ Idx R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $338K | 6.3% | |
| Nuveen Lifecycle Idx 2040 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $313K | 5.9% | |
| Nuveen Lifecycle Idx 2030 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $268K | 5.0% | |
| Fidelity 500 Index Pooled Separate Account | Pooled Separate Accounts | — | — | $246K | 4.6% | |
| Nuveen Large Cap Value Idx R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $227K | 4.2% | |
| Nuveen Bond Index R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $165K | 3.1% | |
| Fidelity SM Cap Index Pooled Separate Account | Pooled Separate Accounts | — | — | $127K | 2.4% | |
| Nuveen Lifecycle Idx 2050 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $124K | 2.3% | |
| Nuveen Lifecycle Idx 2035 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $87K | 1.6% | |
| Nuveen Lifecycle Idx 2025 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $84K | 1.6% | |
| Nuveen Lifecycle Idx 2060 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $65K | 1.2% | |
| Vanguard Emrg Mkts Stk Idx Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $53K | 1.0% | |
| Nuveen Lifecycle Idx 2045 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $52K | 1.0% | |
| Nuveen Lifecycle Idx 2055 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $48K | 0.9% | |
| Nuveen Lifecycle Idx Inc R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $41K | 0.8% | |
| Nuveen Lifecycle Idx 2065 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| Nuveen Lifecycle Idx 2010 R6 Pooled Separate Account 10 * Nuveen Lifecycle Idx 2015 R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
