Jeffry Lewis signed BMC Acquisition, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMC Acquisition, Inc.'s EIN is 56-2606609.
Download the official 2022 Form 5500 (PDF) for BMC Acquisition, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)BMC Acquisition, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $123K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | ADVISOR/INVEST ADVISOR | $81K | — |
| STRATEGIC ADVISORS, INC. |
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.
| % of plan | |||
|---|---|---|---|
| LARGE CAP GRTH II R1 WILMINGTON TRUST, N.A · EIN 38-4139848 / PN 626 | Common Collective Trust | $0 | — |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | $0 | — |
| 04-2654524 |
| — |
| ADVISOR |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $29K | — |