Mike Spinale signed Bamboo Rose, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bamboo Rose, LLC's EIN is 81-3065654.
Download the official 2024 Form 5500 (PDF) for Bamboo Rose, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bamboo Rose, LLC'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 | -$120 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $2.4M | 14.9% | |
| FID CONTRAFUND Mutual Funds | Mutual Funds | — | — | $1.7M | 10.6% | |
| FID GOVT MMRK PRM Money Market | Mutual Funds | — | — | $1.1M | 6.9% | |
| FID TOTAL MKT IDX Mutual Funds | Common Collective Trusts | — | — | $931K | 5.8% | |
| JPM US VALUE R6 Mutual Funds | Other securities | — | — | $886K | 5.6% | |
| FIRST EAGLE GLOBAL A Mutual Funds | Other securities | — | — | $765K | 4.8% | |
| TRP RETIREMENT 2055 Mutual Funds | Other securities | — | — | $698K | 4.4% | |
| FID SEL HEALTHCARE Mutual Funds | Mutual Funds | — | — | $602K | 3.8% | |
| MFS MID CAP VALUE R3 Mutual Funds | Mutual Funds | — | — | $552K | 3.5% | |
| FID BALANCED Mutual Funds | Mutual Funds | — | — | $497K | 3.1% | |
| TRP RETIREMENT 2040 Mutual Funds | Other securities | — | — | $464K | 2.9% | |
| TRP RETIREMENT 2045 Mutual Funds | Other securities | — | — | $420K | 2.6% | |
| TRP RETIREMENT 2035 Mutual Funds | Other securities | — | — | $410K | 2.6% | |
| BAIRD CORE PLUS INV Mutual Funds | Other securities | — | — | $407K | 2.6% | |
| FID GLB EX US IDX Mutual Funds | Common Collective Trusts | — | — | $396K | 2.5% | |
| FID EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $369K | 2.3% | |
| TRP RETIREMENT 2005 Mutual Funds | Other securities | — | — | $360K | 2.3% | |
| FID CAPITAL & INCOME Mutual Funds | Mutual Funds | — | — | $321K | 2.0% | |
| BLKRK ADV GLOBAL IS Mutual Funds | Other securities | — | — | $310K | 1.9% | |
| FID LARGE CAP STOCK Mutual Funds | Mutual Funds | — | — | $260K | 1.6% | |
| TRP RETIREMENT 2025 Mutual Funds | Other securities | — | — | $248K | 1.6% | |
| FID GNMA Mutual Funds | Agency / Mortgage-Backed | — | — | $226K | 1.4% | |
| TRP RETIREMENT 2050 Mutual Funds | Other securities | — | — | $211K | 1.3% | |
| AS SM CO GROWTH ADM Mutual Funds | Common Stocks | — | — | $205K | 1.3% | |
| GS SM/MD CAP GRTH IS Mutual Funds | Other securities | — | — | $197K | 1.2% | |
| FID LOW PRICED STK Mutual Funds | Mutual Funds | — | — | $166K | 1.0% | |
| MGL SM CAP VAL INST Mutual Funds | Other securities | — | — | $157K | 1.0% | |
| I O INTL GROWTH A Mutual Funds | Other securities | — | — | $139K | 0.9% | |
| MFS INTL INTR VAL R4 Mutual Funds | Mutual Funds | — | — | $131K | 0.8% | |
| ARTISAN INTL Mutual Funds | Other securities | — | — | $88K | 0.6% | |
| PIMCO REAL RTN BD AD Mutual Funds | Mutual Funds | — | — | $86K | 0.5% | |
| maturing through 2038 $ - | Other securities | — | — | $83K | 0.5% | |
| FID US SUSTN IDX Mutual Funds | Common Collective Trusts | — | — | $76K | 0.5% | |
| TRP RETIREMENT 2030 Mutual Funds | Other securities | — | — | $54K | 0.3% | |
| GLENMEDE SMCP EQ ADV Mutual Funds | Other securities | — | — | $50K | 0.3% | |
| TRP RETIREMENT 2060 Mutual Funds | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
