Early Diane signed Birmingham Fastener & Supply Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Birmingham Fastener & Supply Inc.'s EIN is 63-0799531.
Download the official 2024 Form 5500 (PDF) for Birmingham Fastener & Supply Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Birmingham Fastener & Supply 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 | $68K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
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 | |||||
|---|---|---|---|---|---|---|
| MFS CONS ALLOC - A | Registered Investment Companies | — | — | $7.1M | 29.5% | |
| MFS MOD ALLOC FUND - A | Registered Investment Companies | — | — | $3.6M | 15.0% | |
| GSACHS TECHNOLOGY OPPS A | Registered Investment Companies | — | — | $2.0M | 8.5% | |
| PUTNAM STABLE VALUE FUND -50 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 7.8% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.7M | 7.2% | |
| MFS VALUE - A | Registered Investment Companies | — | — | $1.6M | 6.6% | |
| MFS MASS INV GROWTH STOCK - A | Registered Investment Companies | — | — | $1.2M | 4.9% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $700K | 2.9% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $606K | 2.5% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $520K | 2.2% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $466K | 1.9% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $399K | 1.7% | |
| MFS AGG GRTH ALLOC - A | Registered Investment Companies | — | — | $357K | 1.5% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $185K | 0.8% | |
| INVESCO INTL BOND A | Registered Investment Companies | — | — | $156K | 0.6% | |
| MFS GOVERNMENT SECURITIES - A | Registered Investment Companies | — | — | $149K | 0.6% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $140K | 0.6% | |
| BLACKROCK TOTAL RETURN - A | Registered Investment Companies | — | — | $133K | 0.6% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $124K | 0.5% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $101K | 0.4% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $96K | 0.4% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $83K | 0.3% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $56K | 0.2% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $54K | 0.2% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $49K | 0.2% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $13K | <0.1% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT LLC | 45-4084437 | — | ACCOUNTANT | $7K | — |
