Heidi McDonald signed Bepco, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bepco, L.P.'s EIN is 75-1076930.
Download the official 2024 Form 5500 (PDF) for Bepco, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bepco, L.P.'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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | CONSULTANT | $46K | — |
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 | Mutual Funds | — | — | $16.2M | 15.0% | |
| INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $13.0M | 12.1% | |
| American Funds | Mutual Funds | — | — | $7.5M | 7.0% | |
| American Funds | Mutual Funds | — | — | $7.4M | 6.9% | |
| JP Morgan | Other securities | — | — | $7.3M | 6.8% | |
| American Funds | Mutual Funds | — | — | $6.6M | 6.1% | |
| American Funds | Mutual Funds | — | — | $6.5M | 6.0% | |
| American Funds | Mutual Funds | — | — | $6.2M | 5.8% | |
| American Funds | Mutual Funds | — | — | $5.0M | 4.7% | |
| Fidelity | Mutual Funds | — | — | $5.0M | 4.7% | |
| American Funds | Mutual Funds | — | — | $4.7M | 4.3% | |
| Dodge & Cox | Mutual Funds | — | — | $3.1M | 2.9% | |
| American Funds | Mutual Funds | — | — | $3.1M | 2.9% | |
| Putnam | Mutual Funds | — | — | $2.9M | 2.7% | |
| American Funds | Mutual Funds | — | — | $2.6M | 2.4% | |
| Fidelity | Mutual Funds | — | — | $2.3M | 2.2% | |
| American Funds | Mutual Funds | — | — | $1.7M | 1.6% | |
| Fidelity | Mutual Funds | — | — | $1.5M | 1.4% | |
| American Funds | Mutual Funds | — | — | $1.2M | 1.2% | |
| PIMCO | Mutual Funds | — | — | $1.0M | 1.0% | |
| MFS | Mutual Funds | — | — | $1.0M | 0.9% | |
| Vanguard | Mutual Funds | — | — | $669K | 0.6% | |
| Columbia | Other securities | — | — | $640K | 0.6% | |
| Allspring | Other securities | — | — | $260K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
