Steve Dickinson signed BJU, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BJU, Inc.'s EIN is 57-1088101.
Download the official 2024 Form 5500 (PDF) for BJU, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BJU, 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 |
|---|---|---|---|---|---|
| COLTON GROOME FINANCIAL ADVISORS | 47-2230637 | — | NONE | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $140K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $14.1M | 16.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $11.7M | 13.5% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $9.6M | 11.1% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $8.9M | 10.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $8.1M | 9.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $7.1M | 8.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6.2M | 7.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.3M | 6.1% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 4.9% | |
| VANGUARD RET SAVINGS TRUST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 025 | Common Collective Trust | — | — | $4.1M | 4.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.7M | 1.9% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.3M | 1.5% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $1.3M | 1.5% | |
| Vanguard Small Cap I | Mutual Funds | — | — | $914K | 1.1% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $647K | 0.7% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $406K | 0.5% | |
| John Hancock Bond Fund Class R6 | Other securities | — | — | $396K | 0.5% | |
| Participant loans Interest rates from 3.26-8.51% | Bonds / Notes | — | — | $254K | 0.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $140K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $116K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $25K |
| — |
