Michael Jones signed BMC Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BMC Software, Inc.'s EIN is 74-2126120.
Download the official 2024 Form 5500 (PDF) for BMC Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BMC Software, Inc.'s plan includes a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $316K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERCER INVESTMENTS LLC |
| 13-2834414 |
| — |
| INVESTMENT ADVISOR |
| $133K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 22-1478099 | — | ACCOUNTANT/AUDITOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORRIS | 58-1269995 | — | ATTORNEY/LEGAL | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $283.4M | 21.0% | |
| Fidelity Contrafund Pool | Mutual Funds | — | — | $204.4M | 15.1% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $204.4M | 15.1% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $76.2M | 5.6% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $70.0M | 5.2% | |
| Fidelity Investments Money Market Government Portfolio | Mutual Funds | — | — | $67.2M | 5.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $59.3M | 4.4% | |
| Fidelity International Discovery Fund | Mutual Funds | — | — | $55.9M | 4.1% | |
| FID INTL DSCVRY CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 138 | Common Collective Trust | — | — | $55.9M | 4.1% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $50.0M | 3.7% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $47.7M | 3.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $45.3M | 3.4% | |
| Fidelity Low-Priced Stock Pool | Mutual Funds | — | — | $45.1M | 3.3% | |
| FID LPS POOL CLASS A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 132 | Common Collective Trust | — | — | $45.1M | 3.3% | |
| T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $43.1M | 3.2% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $42.9M | 3.2% | |
| Prudential Trust Company | Common Stocks | — | — | $35.0M | 2.6% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $35.0M | 2.6% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $33.6M | 2.5% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $26.7M | 2.0% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $25.0M | 1.9% | |
| BOSTON TR SM CAP RET BOSTON TRUST WALDEN COMPANY · EIN 83-6501761 / PN 001 | Common Collective Trust | — | — | $21.3M | 1.6% | |
| OAKMARK R6 | Other securities | — | — | $20.7M | 1.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $19.4M | 1.4% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $16.1M | 1.2% | |
| John Hancock Disciplined Value Fund R6 | Other securities | — | — | $13.6M | 1.0% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.2M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $12.1M | 0.9% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $10.4M | 0.8% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.2M | 0.5% | |
| Participant loans | Participant loans | — | — | $5.7M | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.1% |
