Sheila Howell signed The BAMA Companies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The BAMA Companies, Inc.'s EIN is 73-0988323.
Download the official 2024 Form 5500 (PDF) for The BAMA Companies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The BAMA Companies, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $137K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $17.7M | 22.6% | |
| LARGE CAP VALUE CL R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $7.3M | 9.3% | |
| PGIM CORE CONSERVATIVE BOND FUND CL GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $6.1M | 7.8% | |
| Empower Annuity Insurance Company of America E I Fixed Account | Common Stocks | — | — | $5.7M | 7.3% | |
| American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $4.3M | 5.4% | |
| Fidelity International Index | Mutual Funds | — | — | $3.6M | 4.6% | |
| State Street State Street Equity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 3.6% | |
| American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $2.6M | 3.4% | |
| American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $2.5M | 3.1% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY C BENEFIT TRUST · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $2.2M | 2.8% | |
| American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $2.1M | 2.7% | |
| PUTNAM SMALL CAP GROWTH TRUST CL R GREAT GRAY · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $2.1M | 2.7% | |
| MID CAP GROWTH FUND II CLASS R1 GREAT GRAY · EIN 38-7304118 / PN 183 | Common Collective Trust | — | — | $1.7M | 2.1% | |
| American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 2.0% | |
| American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $1.4M | 1.7% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| DFA Emerging Markets Core Equity Fund | Mutual Funds | — | — | $1.3M | 1.7% | |
| Notes receivable Loans to participants, interest rates ranging from participants from 3.25% to 9.50% with various maturities - | Bonds / Notes | — | — | $1.3M | 1.6% | |
| MFS Pimco Income Fund | Mutual Funds | — | — | $1.2M | 1.5% | |
| American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $1.2M | 1.5% | |
| American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $1.0M | 1.3% | |
| American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $939K | 1.2% | |
| PIONEER BOND TRUST R1 GREAT GRAY · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $672K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $662K | 0.8% | |
| PGIM SELECT REAL ESTATE FUND CIT CL GREAT GRAY · EIN 38-7264543 / PN 706 | Common Collective Trust | — | — | $514K | 0.7% | |
| Fidelity Inflation-protected Bond Index Fund | Common Collective Trusts | — | — | $492K | 0.6% | |
| American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $480K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $473K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $450K | 0.6% | |
| AMERICAN INNOVATION ALTA TRUST · EIN 88-1455698 / PN 001 | Common Collective Trust | — | — | $379K | 0.5% | |
| American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $330K | 0.4% | |
| INTERNATIONAL GROWTH FUND II CLASS GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $200K | 0.3% | |
| MFS Global Bond Fund | Mutual Funds | — | — | $160K | 0.2% | |
| EAGLE MID CAP GROWTH CIT CLASS 1 ALTA TRUST · EIN 83-0524193 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT ALLSPRING CIT FUNDS · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OLISTICO WEALTH LLC | — | TULSA, OK | INVESTMENT ADVISOR | $47K | — |
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | INVESTMENT ADVISOR | $15K | — |
| PENSION CONSULTANTS INC | — | SPRINGFIELD, MO | INVESTMENT ADVISOR | $6K | — |
