Daphne KWOK signed BBAM US LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BBAM US LP's EIN is 80-0557765.
Download the official 2024 Form 5500 (PDF) for BBAM US LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BBAM US LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS LLC | 92-1819393 | — | ADVISOR | $25K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
