Susan McCoy signed BG Staff Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BG Staff Services, Inc.'s EIN is 75-2570347.
Download the official 2024 Form 5500 (PDF) for BG Staff Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BG Staff Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).
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 | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VISIONPOINT ADVISORY GROUP | 46-3329350 | — | ADVISOR | $67K | — |
| STRATEGIC ADVISORS, INC. |
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 Blue Chip Growth Fund | Mutual Funds | — | — | $9.5M | 21.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.0M | 9.0% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $3.5M | 7.8% | |
| Putnam Large Cap Value R | Mutual Funds | — | — | $2.9M | 6.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.9M | 6.5% | |
| Fidelity Investment Grade Bond Fund | Mutual Funds | — | — | $2.6M | 5.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $2.5M | 5.6% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $2.4M | 5.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.9M | 4.4% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.8M | 4.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.6M | 3.6% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.3M | 2.9% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.1M | 2.6% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.0M | 2.4% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $935K | 2.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $915K | 2.1% | |
| Fidelity International Index | Mutual Funds | — | — | $814K | 1.8% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $802K | 1.8% | |
| Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $683K | 1.5% | |
| Participant loans Interest rates ranged from 5.25% to 9.50% with various due -0- | Bonds / Notes | — | — | $580K | 1.3% | |
| Vanguard Windsor II Inv | Mutual Funds | — | — | $525K | 1.2% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $494K | 1.1% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $475K | 1.1% | |
| Baron Capital Group Baron Real Estate R6 | Common Stocks | — | — | $377K | 0.9% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $339K | 0.8% | |
| Fidelity Small Cap Value | Mutual Funds | — | — | $270K | 0.6% | |
| American Century American Century Small Cap Growth R6 | Other securities | — | — | $144K | 0.3% | |
| Franklin Templeton Franklin Small Cap Value R6 | Mutual Funds | — | — | $143K | 0.3% | |
| PGIM High Yield R6 | Other securities | — | — | $136K | 0.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $103K | 0.2% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $103K | 0.2% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $24K | <0.1% | |
| PGIM Global Total Return R6 | 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.
| 04-2654524 |
| — |
| ADVISOR |
| $45K |
| — |
