BGIS Global Integrated Solutions US, LLC's EIN is 81-1765198.
Download the official 2024 Form 5500 (PDF) for BGIS Global Integrated Solutions US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BGIS Global Integrated Solutions US, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS COMPANY OF NY | 13-3646501 | — | RECORDKEEPER | $20K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC |
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.
| 84-4519624 |
| — |
| INV ADV,, PARTICIPANTS |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET 2023 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 01-0233346 / PN 001 | Common Collective Trust | — | — | $9.7M | 20.5% | |
| T ROWE PRICE RET 2045 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.3M | 13.4% | |
| T ROWE PRICE RET 2023 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.0M | 12.8% | |
| T ROWE PRICE RET 2050 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $4.6M | 9.8% | |
| T ROWE PRICE RET 2040 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.6M | 9.7% | |
| T ROWE PRICE RET 2055 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.5M | 7.4% | |
| T ROWE PRICE RET 2025 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.4M | 7.2% | |
| T ROWE PRICE RET 2060 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.0M | 4.2% | |
| FIDELITY INVESTMENTS Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| PARTICIPANT LOANS Range of Interest Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $734K | 1.6% | |
| T ROWE PRICE RET 2020 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $664K | 1.4% | |
| T ROWE PRICE RET 2065 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $609K | 1.3% | |
| THE AMERICAN FUNDS American Funds Capital World Growth and Income R6 Fund | Mutual Funds | — | — | $428K | 0.9% | |
| PRINCIAL LIFE INSURANCE CO Principal LargeCap S&P 500 Index Separate Account-NE M | Pooled Separate Accounts | — | — | $255K | 0.5% | |
| PRIN LGCP S&P 500IDX SA NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $255K | 0.5% | |
| GREAT GRAY TRUST CO AB US Large Cap Growth CIT W Series Class L | Common Collective Trusts | — | — | $171K | 0.4% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $171K | 0.4% | |
| PRINCIAL LIFE INSURANCE CO Transition Holding Arrangement | Common Stocks | — | — | $135K | 0.3% | |
| FIDELITY INVESTMENTS Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $105K | 0.2% | |
| T ROWE PRICE RET 2010 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $102K | 0.2% | |
| DODGE & COX UNDS Dodge & Cox Stock X Fund | Mutual Funds | — | — | $97K | 0.2% | |
| FIDELITY INVESTMENTS Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $95K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK & TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $85K | 0.2% | |
| OPPENHEIMER Invesco Discovery R6 Fund | Mutual Funds | — | — | $82K | 0.2% | |
| PRIN MID-CAP EQ FD TIER IV PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 45-5114041 / PN 001 | Common Collective Trust | — | — | $73K | 0.2% | |
| FRANKLIN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $72K | 0.2% | |
| FIDELITY INVESTMENTS Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $59K | 0.1% | |
| PRINCIPAL MDCAP S&P 400 IND SA NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $50K | 0.1% | |
| T ROWE PRICE RET 2015 TR CL H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $46K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $45K | <0.1% | |
| FIDELITY INVESTMENTS Fidelity International Index Fund | Common Collective Trusts | — | — | $45K | <0.1% | |
| PRINCIAL LIFE INSURANCE CO Principal SmallCap S&P 600 Index Separate Account-NE M | Pooled Separate Accounts | — | — | $44K | <0.1% | |
| PRIN SMCAP S&P 600 IND SA NE M PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $44K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $44K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $32K | <0.1% | |
| JOHN HANCOCK CR PL FX IN TR I2 JOHN HANCOCK TRUST COMPANY · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $31K | <0.1% | |
| VANGUARD GROUP Vanguard Treasury Money Market Investor Fund | Mutual Funds | — | — | $18K | <0.1% | |
| MFS INVESTMENT MANAGEMENT MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $15K | <0.1% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3K | <0.1% | |
| THE AMERICAN FUNDS American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $2K | <0.1% |
