John Peter Purcell signed Binah Management Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Binah Management Services' EIN is 81-5017119.
Download the official 2024 Form 5500 (PDF) for Binah Management Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Binah Management Services' 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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANT, INC | 48-1205033 | — | NONE | $22K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Morningstar US Equity | Mutual Funds | — | — | $1.8M | 13.0% | |
| Money Market Fund Vanguard Federal Money Market Investor 40 Collective Trust Fund Reliance Trust Company MetLife Series 25053 CL 75 | Common Collective Trusts | — | — | $1.0M | 7.7% | |
| REL METLFESER 25053 CL 75 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 7.7% | |
| SPDR S&P 600 Small Cap ETF | Other securities | — | — | $959K | 7.1% | |
| iShares Morningstar Mid-Cap ETF | Other securities | — | — | $941K | 6.9% | |
| iShares MSCI EAFE ETF | Other securities | — | — | $724K | 5.3% | |
| JP Morgan US Research Enhanced Equity R6 | Other securities | — | — | $543K | 4.0% | |
| Fidelity Enhanced Large Cap Growth ETF | Mutual Funds | — | — | $454K | 3.4% | |
| Vanguard Equity-Income Adm | Mutual Funds | — | — | $416K | 3.1% | |
| American Funds Capital World Gro. & Inc. R4 | Mutual Funds | — | — | $404K | 3.0% | |
| Janus Henderson Enterprise I | Mutual Funds | — | — | $387K | 2.9% | |
| JP Morgan Small Cap Equity R5 | Other securities | — | — | $363K | 2.7% | |
| American Funds American High-Inc R4 | Mutual Funds | — | — | $344K | 2.5% | |
| Goldman Sachs Large Cap GR Insghts Inv | Other securities | — | — | $336K | 2.5% | |
| BlackRock Advantage Large Cap Gr Instl | Other securities | — | — | $305K | 2.3% | |
| American Funds Capital Income Bldr R4 | Mutual Funds | — | — | $304K | 2.2% | |
| Kinetics Funds Paradigm No Load | Other securities | — | — | $278K | 2.1% | |
| Mcqrie Science & Tech R | Other securities | — | — | $276K | 2.0% | |
| American Funds AMCAP Fund R4 | Mutual Funds | — | — | $272K | 2.0% | |
| American Funds American Balanced R4 | Mutual Funds | — | — | $266K | 2.0% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $265K | 2.0% | |
| Participant loans 4.25% to 9.50%, maturities through May 2046 - | Bonds / Notes | — | — | $246K | 1.8% | |
| BlackRock Health Sciences Opp Inv | Other securities | — | — | $238K | 1.8% | |
| Vanguard Small-Cap Equity Inv | Mutual Funds | — | — | $185K | 1.4% | |
| MFS Corporate Bond I | Mutual Funds | — | — | $176K | 1.3% | |
| BlackRock Core Bond Instl | Other securities | — | — | $158K | 1.2% | |
| Vanguard Interm-Term Bond ETF | Mutual Funds | — | — | $156K | 1.1% | |
| American Funds Selected American Shares Fund Class S | Mutual Funds | — | — | $150K | 1.1% | |
| American Funds Equity Income Inv. | Mutual Funds | — | — | $138K | 1.0% | |
| Ariel Investments Appreciation Investor | Other securities | — | — | $130K | 1.0% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $128K | 0.9% | |
| American Funds Fundamental Invs R4 | Mutual Funds | — | — | $117K | 0.9% | |
| Invesco Equity and Income R | Mutual Funds | — | — | $104K | 0.8% | |
| BNY Mellon Global Fixed Income - I | Other securities | — | — | $88K | 0.6% | |
| Nuveen Mid Cap Value 1 A | Mutual Funds | — | — | $81K | 0.6% | |
| Carillon Tower Advisors Scout Small Cap I | Other securities | — | — | $79K | 0.6% | |
| Invesco Corporate Bond Y | Mutual Funds | — | — | $72K | 0.5% | |
| Invesco Comstock R | Mutual Funds | — | — | $69K | 0.5% | |
| Invesco EQV International Equity R | Mutual Funds | — | — | $68K | 0.5% | |
| Invesco International Small-Mid Company Fund | Mutual Funds | — | — | $63K | 0.5% | |
| Principal Equity Income Inst | Other securities | — | — | $62K | 0.5% | |
| PIMCO Investment Grade Credit Bond Instl | U.S. Treasuries | — | — | $62K | 0.5% | |
| Putnam International Capital Opp Y | Mutual Funds | — | — | $55K | 0.4% | |
| Mcqrie Natural Resource R | Other securities | — | — | $49K | 0.4% | |
| Pioneer Strategic Income R | Other securities | — | — | $37K | 0.3% | |
| Pear Tree Polaris Foreign Value Ord | Common Stocks | — | — | $33K | 0.2% | |
| Putnam Large Cap Value Y | Mutual Funds | — | — | $28K | 0.2% | |
| AllianceBernstein Global Real Estate Investment I | Other securities | — | — | $24K | 0.2% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $23K | 0.2% | |
| Timothy Plan Large/Mid Cap Value A | Other securities | — | — | $17K | 0.1% |
