Carmen NASH signed BMI Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMI Financial Group, Inc.'s EIN is 59-2787441.
Download the official 2024 Form 5500 (PDF) for BMI Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMI Financial 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SNOWDEN ACCOUNT SERVICES | — | PASADENA, CA | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 27.4% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.1M | 11.9% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $987K | 10.8% | |
| COL SELECT LARGE CAP GR A | Registered Investment Companies | — | — | $605K | 6.6% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $542K | 5.9% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $515K | 5.6% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $345K | 3.8% | |
| AB DISCOVERY GROWTH A | Registered Investment Companies | — | — | $312K | 3.4% | |
| TCW SECURITIZED BOND N | Registered Investment Companies | — | — | $307K | 3.4% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $268K | 2.9% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $267K | 2.9% | |
| ALS PREMIER LRG CO GRTH A | Registered Investment Companies | — | — | $242K | 2.6% | |
| CLEARBRIDGE SMALL CAP GROWTH A | Registered Investment Companies | — | — | $211K | 2.3% | |
| TEMPLETON WORLD FUND - A | Registered Investment Companies | — | — | $188K | 2.1% | |
| LORD ABBETT HIGH YIELD FD - A | Registered Investment Companies | — | — | $122K | 1.3% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $98K | 1.1% | |
| NATIONWIDE INV DES MOD AGG - A | Registered Investment Companies | — | — | $79K | 0.9% | |
| INVESCO OPP INTL GROWTH - A | Registered Investment Companies | — | — | $68K | 0.7% | |
| BNYM INTL EQ - A | Registered Investment Companies | — | — | $58K | 0.6% | |
| TEMPLETON GLOBAL BOND FUND - A | Registered Investment Companies | — | — | $39K | 0.4% | |
| TOUCHSTONE DIV EQUITY A | Registered Investment Companies | — | — | $34K | 0.4% | |
| UNDISCOVERED MGRS BHVL VAL A | Registered Investment Companies | — | — | $32K | 0.3% | |
| LOOMIS SAYLES LTD GVT & AGCY A | Registered Investment Companies | — | — | $30K | 0.3% | |
| JANUS HEN MID CAP VALUE FD - A | Registered Investment Companies | — | — | $24K | 0.3% | |
| MACQUARIE ASSET STRATEGY Y | Registered Investment Companies | — | — | $19K | 0.2% | |
| AMERFDS 2010 TARG DATE RET-R3 | Registered Investment Companies | — | — | $18K | 0.2% | |
| AB HIGH INCOME A | Registered Investment Companies | — | — | $13K | 0.1% | |
| NYLI CBRE REAL ESTATE A | Registered Investment Companies | — | — | $12K | 0.1% | |
| MACQUARIE CLIMATE SOLUTIONS Y | Registered Investment Companies | — | — | $10K | 0.1% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $7K | <0.1% | |
| WES INFLATION IDXD PLUS BD A | Registered Investment Companies | — | — | $7K | <0.1% | |
| MACQUARIEEMERGING MARKETS FD A | Registered Investment Companies | — | — | $4K | <0.1% | |
| PUTNAM MORTGAGE SECURITIES A | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
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