BFL-Mgmt, Inc.'s EIN is 73-1399852.
Download the official 2022 Form 5500 (PDF) for BFL-Mgmt, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)BFL-Mgmt, 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Kestra Investment Services, LLC John Hancock Bond | Other securities | — | — | $870K | 17.3% | |
| Kestra Investment Services, LLC Fidelity 500 Index Inst'l | Common Collective Trusts | — | — | $718K | 14.2% | |
| Kestra Investment Services, LLC Money Market ** - * Kestra Investment Services, LLC T Rowe Price Growth Stock | Mutual Funds | — | — | $437K | 8.7% | |
| Kestra Investment Services, LLC T Rowe Price Target 2030 | Mutual Funds | — | — | $327K | 6.5% | |
| Kestra Investment Services, LLC American Funds Washington Mutu | Mutual Funds | — | — | $326K | 6.5% | |
| Kestra Investment Services, LLC T Rowe Price Target 2025 | Mutual Funds | — | — | $311K | 6.2% | |
| Kestra Investment Services, LLC Fidelity Adv Int'l Cap Appr | Mutual Funds | — | — | $290K | 5.8% | |
| Kestra Investment Services, LLC T Rowe Price Target 2055T Rowe Price Target 2055 | Mutual Funds | — | — | $289K | 5.7% | |
| Kestra Investment Services, LLC Fidelity ContrafundFidelity Contrafund ** 64 * Kestra Investment Services, LLC Fidelity Money Market | Mutual Funds | — | — | $287K | 5.7% | |
| Kestra Investment Services, LLC T Rowe Price Mid-Cap Growth | Mutual Funds | — | — | $235K | 4.7% | |
| Kestra Investment Services, LLC JP Morgan Small Cap Blend | Other securities | — | — | $222K | 4.4% | |
| Kestra Investment Services, LLC T Rowe Price Target 2035 | Mutual Funds | — | — | $142K | 2.8% | |
| Kestra Investment Services, LLC T Rowe Price Target 2040T Rowe Price Target 2040 | Mutual Funds | — | — | $127K | 2.5% | |
| Kestra Investment Services, LLC T Rowe Price Target 2055 | Mutual Funds | — | — | $75K | 1.5% | |
| Kestra Investment Services, LLC T Rowe Price Target 2045 | Mutual Funds | — | — | $71K | 1.4% | |
| Kestra Investment Services, LLC Fidelity Money MarketMoney Market ** - * Kestra Investment Services, LLC J Hancock Bond IJohn Hancock Bond | Mutual Funds | — | — | $60K | 1.2% | |
| Kestra Investment Services, LLC Fidelity 500 Index Inst'l PremFidelity 500 Index Inst'l | Common Collective Trusts | — | — | $41K | 0.8% | |
| Kestra Investment Services, LLC T Rowe Price Target 2040 | Mutual Funds | — | — | $37K | 0.7% | |
| Kestra Investment Services, LLC T Rowe Price Target 2050T Rowe Price Target 2050 | Mutual Funds | — | — | $33K | 0.7% | |
| Kestra Investment Services, LLC T Rowe Price Target 2030T Rowe Price Target 2030 | Mutual Funds | — | — | $27K | 0.5% | |
| Kestra Investment Services, LLC T Rowe Price Target 2025T Rowe Price Target 2025 | Mutual Funds | — | — | $24K | 0.5% | |
| Kestra Investment Services, LLC Fidelity Advisor Int'l Capital App IFidelity Adv Int'l Cap Appr | Mutual Funds | — | — | $18K | 0.3% | |
| Kestra Investment Services, LLC T Rowe Price Target 2050 | Mutual Funds | — | — | $17K | 0.3% | |
| Participant Loans 4.25% - 6.50% $0 | Bonds / Notes | — | — | $16K | 0.3% | |
| Kestra Investment Services, LLC Fidelity Contrafund | Mutual Funds | — | — | $14K | 0.3% | |
| Kestra Investment Services, LLC T. Rowe Price Mid-Cap GrowthT Rowe Price Mid-Cap Growth | Mutual Funds | — | — | $12K | 0.2% | |
| Kestra Investment Services, LLC T Rowe Price Target 2035T Rowe Price Target 2035 | Mutual Funds | — | — | $6K | 0.1% | |
| Kestra Investment Services, LLC T Rowe Price Target 2020 | Mutual Funds | — | — | $5K | <0.1% | |
| Kestra Investment Services, LLC T Rowe Price Target 2015 | Mutual Funds | — | — | $3K | <0.1% | |
| Kestra Investment Services, LLC Thornburg Limited Term Income ** 2 * Kestra Investment Services, LLC Thornburg Limited Term IncomeThornburg Limited Term Income ** - * Kestra Investment Services, LLC Vanguard Target Retirement Inc | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
