BICO Group's EIN is 81-3033020.
Download the official 2024 Form 5500 (PDF) for BICO Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BICO Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $54K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund n/a | Common Collective Trusts | — | — | $4.9M | 17.2% | |
| American Funds 2050 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $2.3M | 8.2% | |
| American Funds 2060 Trgt Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $2.2M | 7.9% | |
| MFS Growth R6 Mutual fund n/a | Mutual Funds | — | — | $1.9M | 6.6% | |
| TRP STABLE VALUE A T ROWE PRICE TRUST COMPANY · EIN 52-1300931 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.1% | |
| American Funds American Balanced R6 Mutual fund n/a | Mutual Funds | — | — | $1.4M | 4.9% | |
| American Funds 2035 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $1.3M | 4.7% | |
| American Funds 2055 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $1.3M | 4.5% | |
| American Funds 2045 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $1.2M | 4.2% | |
| American Funds 2040 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $956K | 3.4% | |
| Hartford Core Equity R6 Mutual fund n/a | Other securities | — | — | $942K | 3.3% | |
| American Funds 2025 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $915K | 3.2% | |
| PGIM High Yield R6 Mutual fund n/a | Other securities | — | — | $808K | 2.9% | |
| Janus Henderson Enterprise Fund Mutual fund n/a | Mutual Funds | — | — | $742K | 2.6% | |
| Fidelity Mid Cap Index Mutual fund n/a | Mutual Funds | — | — | $640K | 2.3% | |
| Victory Sycamore Established Value Fund Mutual fund n/a | Other securities | — | — | $569K | 2.0% | |
| American Funds 2030 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $533K | 1.9% | |
| Fidelity Small Cap Index Mutual fund n/a | Mutual Funds | — | — | $521K | 1.8% | |
| American Funds New Perspective R6 Mutual fund n/a | Mutual Funds | — | — | $482K | 1.7% | |
| Janus Henderson Triton Fund Mutual fund n/a | Mutual Funds | — | — | $454K | 1.6% | |
| Fidelity Advisor Investment Grade Bond Fund Z Mutual fund n/a | Mutual Funds | — | — | $395K | 1.4% | |
| Fidelity International Index Mutual fund n/a | Mutual Funds | — | — | $349K | 1.2% | |
| American Funds 2020 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $304K | 1.1% | |
| American Funds Capital Income Builder R6 Mutual fund n/a | Mutual Funds | — | — | $256K | 0.9% | |
| Franklin Income Fund Class R6 Mutual fund n/a | Mutual Funds | — | — | $251K | 0.9% | |
| American Funds The Income Fund of America Class R-6 Mutual fund n/a | Mutual Funds | — | — | $250K | 0.9% | |
| PIMCO Income Fund Institutional Class Mutual fund n/a | Mutual Funds | — | — | $197K | 0.7% | |
| American Funds New World R6 Mutual fund n/a | Mutual Funds | — | — | $191K | 0.7% | |
| Participant Loans Other varies 4.50% - 9.50% n/a -0- | Bonds / Notes | — | — | $189K | 0.7% | |
| American Funds 2010 Target Date Retire R6 Mutual fund n/a | Mutual Funds | — | — | $142K | 0.5% | |
| Fidelity Advisor Small Cap Value Fund - Class Z Mutual fund n/a | Mutual Funds | — | — | $107K | 0.4% | |
| American Funds Washington Mutual R6 Mutual fund n/a | Mutual Funds | — | — | $93K | 0.3% | |
| American Funds EUPAC R6 Mutual fund n/a | Mutual Funds | — | — | $76K | 0.3% | |
| Cohen & Steers Real Estate Securities I Mutual fund n/a | Other securities | — | — | $25K | <0.1% | |
| AB Global Bond I Mutual fund n/a | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
