Shirley Horner signed B & M Precision, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B & M Precision, Inc.'s EIN is 59-2025611.
Download the official 2024 Form 5500 (PDF) for B & M Precision, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B & M Precision, 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 | $50K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 16.2% | |
| INVESTMENTS STANDARD STABLE ASSET II | OTHER | — | — | $2.9M | 12.4% | |
| GGT TRP RETIRE DATE 2030 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.9M | 8.3% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $1.8M | 8.0% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.6M | 6.8% | |
| GGT TRP RETIRE DATE 2035 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $976K | 4.2% | |
| JPMORGAN MID CAP GROWTH R5 | Registered Investment Companies | — | — | $923K | 4.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $886K | 3.8% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $865K | 3.7% | |
| GGT TRP RETIRE DATE 2040 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $782K | 3.4% | |
| GGT TRP RETIRE DATE 2050 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $716K | 3.1% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $709K | 3.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $652K | 2.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $648K | 2.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $581K | 2.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $517K | 2.2% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $508K | 2.2% | |
| GGT TRP RETIRE DATE 2060 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $408K | 1.8% | |
| GGT TRP RETIRE DATE 2020 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $406K | 1.8% | |
| GGT TRP RETIRE DATE 2045 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $341K | 1.5% | |
| GGT TRP RETIRE DATE 2025 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $260K | 1.1% | |
| GGT TRP RETIRE DATE 2055 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $227K | 1.0% | |
| GGT TRP RETIRE DATE 2065 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $57K | 0.2% | |
| GGT TRP RETIRE DATE 2010 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $35K | 0.2% | |
| GGT TRP RETIRE DATE 2015 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $9K | <0.1% | |
| GGT TRP RETIRE DATE 2005 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $890 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
| CAMBRIDGE INVESTMENT GROUP | 39-1897480 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
