Clint Halverson signed Becklar, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Becklar, LLC's EIN is 82-3526865.
Download the official 2024 Form 5500 (PDF) for Becklar, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Becklar, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity Frdm Idx 2040 Prm Fd | Common Collective Trusts | — | — | $1.6M | 12.1% | |
| Fidelity Management & Research Fidelity Frdm Idx 2035 Prm Fd | Common Collective Trusts | — | — | $1.4M | 10.5% | |
| Fidelity Management & Research Fidelity Frdm Idx 2055 Prm Fd | Common Collective Trusts | — | — | $1.3M | 10.1% | |
| Fidelity Management & Research Fidelity Frdm Idx 2045 Prm Fd | Common Collective Trusts | — | — | $1.0M | 7.7% | |
| Fidelity Management & Research Fidelity Frdm Idx 2050 Prm Fd | Common Collective Trusts | — | — | $987K | 7.6% | |
| Fidelity Management & Research Fidelity Frdm Idx 2065 Prm Fd | Common Collective Trusts | — | — | $930K | 7.2% | |
| Fidelity Management & Research Fidelity Frdm Idx 2030 Prm Fd | Common Collective Trusts | — | — | $829K | 6.4% | |
| T. Rowe Price Associates, Inc. T. Rowe Lg Cp Gwth I Fund | Common Stocks | — | — | $829K | 6.4% | |
| Fidelity Management & Research Fidelity Frdm Idx 2060 Prm Fd | Common Collective Trusts | — | — | $820K | 6.3% | |
| Fidelity Management & Research Fidelity Total Market Index Fd | Common Collective Trusts | — | — | $700K | 5.4% | |
| Fidelity Management & Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $674K | 5.2% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Equity Income R6 Fd | Common Stocks | — | — | $502K | 3.9% | |
| Carillon Tower Advisers Carillon Eagle MidCaGwth R6 Fd | Other securities | — | — | $315K | 2.4% | |
| Victory Capital Management Victory Sycamore Est Val R6 Fd | Other securities | — | — | $263K | 2.0% | |
| Fidelity Management & Research Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $177K | 1.4% | |
| Fidelity Management & Research Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $127K | 1.0% | |
| JP Morgan Investment Mgmt Inc. JP Morgan Core Bond R6 Fund | Common Stocks | — | — | $102K | 0.8% | |
| Notes receivable from participants Interest rates of 4.25% - 9.50%; maturing 2025-2029 | Bonds / Notes | — | — | $100K | 0.8% | |
| Fidelity Management & Research Fidelity International Idx Fd | Common Collective Trusts | — | — | $82K | 0.6% | |
| Fidelity Management & Research Fidelity Frdm Idx Inc Prm Fd ** 872 Fidelity Management & Research Fidelity Frdm Idx 2025 Prm Fd | Common Collective Trusts | — | — | $55K | 0.4% | |
| JP Morgan Investment Mgmt Inc. Undisc Mgrs Behav Value R6 Fd | Common Stocks | — | — | $52K | 0.4% | |
| (E) | Other securities | — | — | $50K | 0.4% | |
| Janus International JanusHenderson Triton N | Mutual Funds | — | — | $50K | 0.4% | |
| Capital Research and Mgmt Co American Funds EuroPacific Grth R6 FD | Mutual Funds | — | — | $38K | 0.3% | |
| PGIM TOTAL RET BOND FUND CL U GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $38K | 0.3% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $23K | 0.2% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 | Mutual Funds | — | — | $20K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $14K | 0.1% |
