AMY Dickman signed Beemok Capital LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beemok Capital LLC's EIN is 82-4578874.
Download the official 2024 Form 5500 (PDF) for Beemok Capital LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beemok Capital 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $20K | — |
| WELLTH ADVISORY SERVICES 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Premium Class | Common Collective Trusts | — | — | $13.3M | 28.6% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 | Other securities | — | — | $3.9M | 8.4% | |
| JPMorgan SmartRetirement Blend 2050 Fund Class R6 | Other securities | — | — | $3.7M | 8.0% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 | Other securities | — | — | $3.2M | 6.9% | |
| JPMorgan SmartRetirement Blend 2025 Fund Class R6 | Other securities | — | — | $3.2M | 6.9% | |
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 | Other securities | — | — | $2.7M | 5.9% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 | Other securities | — | — | $2.5M | 5.3% | |
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | Other securities | — | — | $2.2M | 4.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.0M | 4.3% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 3.1% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 | Other securities | — | — | $1.3M | 2.9% | |
| JPMorgan SmartRetirement Blend 2060 Fund Class R6 | Other securities | — | — | $1.3M | 2.7% | |
| Fidelity Mid Cap Index Fund - Premium Class | Common Collective Trusts | — | — | $1.2M | 2.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $759K | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $667K | 1.4% | |
| Hartford International Opportunities Fund R6 | Other securities | — | — | $493K | 1.1% | |
| JPMorgan SmartRetirement Blend Income Fund Class R6 | Other securities | — | — | $437K | 0.9% | |
| Fidelity Stable Value Portfolio - Class III | Stable Value | — | — | $436K | 0.9% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $407K | 0.9% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $357K | 0.8% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $333K | 0.7% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $300K | 0.6% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $261K | 0.6% | |
| Allspring Special Small Cap Value Fund Class R6 | Other securities | — | — | $257K | 0.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $149K | 0.3% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $81K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| ADVISOR |
| $13K |
| — |
