Filmore Woodbery signed Building & Earth Sciences, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Building & Earth Sciences, Inc.'s EIN is 63-1195354.
Download the official 2024 Form 5500 (PDF) for Building & Earth Sciences, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Building & Earth Sciences, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | FORT WAYNE, IN | CONTRACT ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 63-1195354 | PENNINGTON, NJ | INVESTMENT ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S&P 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $4.4M | 29.4% | |
| Lincoln Stable Value Account Investment contract | Stable Value | — | — | $1.1M | 7.4% | |
| US Aggregate Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $945K | 6.3% | |
| American Balanced Fund Mutual fund | Other securities | — | — | $742K | 5.0% | |
| MSCI EAFE International Index Fund Mutual fund | Common Collective Trusts | — | — | $730K | 4.9% | |
| Europacific Growth Fund Mutual fund | Other securities | — | — | $566K | 3.8% | |
| Western Asset Core Bond Fund Mutual fund | Other securities | — | — | $566K | 3.8% | |
| Growth Fund Mutual fund | Other securities | — | — | $565K | 3.8% | |
| Eaton Vance Atlanta Capital SMID Cap Fund Mutual fund | Other securities | — | — | $521K | 3.5% | |
| Russell Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $490K | 3.3% | |
| Mid Cap Value Fund Mutual fund | Other securities | — | — | $474K | 3.2% | |
| Russell 2000 Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $465K | 3.1% | |
| AMCAP Fund Mutual fund | Other securities | — | — | $464K | 3.1% | |
| Large Cap Growth Fund Mutual fund | Other securities | — | — | $424K | 2.8% | |
| American Century Disciplined Core Value Fund Mutual fund | Other securities | — | — | $419K | 2.8% | |
| Fidelity Advisor Total Bond Fund Mutual fund | Mutual Funds | — | — | $374K | 2.5% | |
| Lifepath Index 2035 Fund Mutual fund | Other securities | — | — | $332K | 2.2% | |
| Participant loans Interest rates range from 3.25% to 8.50% | Bonds / Notes | — | — | $325K | 2.2% | |
| Clearbridge Mid Cap Fund Mutual fund 658 Columbia Contrarian Fund Mutual fund | Other securities | — | — | $263K | 1.8% | |
| Macquarie Emerging Markets Fund Mutual fund | Other securities | — | — | $258K | 1.7% | |
| Principal Real Estate Securities Fund Mutual fund | Other securities | — | — | $181K | 1.2% | |
| Small Cap Value Fund Mutual fund | Other securities | — | — | $163K | 1.1% | |
| Lifepath Index 2045 Fund Mutual fund | Other securities | — | — | $47K | 0.3% | |
| Lifepath Index 2055 Fund Mutual fund | Other securities | — | — | $43K | 0.3% | |
| Vanguard Federal Money Market Fund Mutual fund | Mutual Funds | — | — | $7K | <0.1% | |
| Lifepath Index Retirement Fund Mutual fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AZALEA ADMINISTRATION | — | MOBILE, AL | ADMINISTRATOR | $9K | — |
