Alyssa Straub signed Beekman 1802, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beekman 1802, Inc.'s EIN is 82-4711315.
Download the official 2024 Form 5500 (PDF) for Beekman 1802, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beekman 1802, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | INVESTMENT ADVISORY | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $961K | 18.4% | |
| Vanguard 500 Index Admiral Fd | Mutual Funds | — | — | $788K | 15.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $776K | 14.8% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $494K | 9.4% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $418K | 8.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $301K | 5.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $217K | 4.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $209K | 4.0% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $198K | 3.8% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | — | $158K | 3.0% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $156K | 3.0% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $156K | 3.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $73K | 1.4% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $67K | 1.3% | |
| JanusHenderson Triton N | Other securities | — | — | $47K | 0.9% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | — | $35K | 0.7% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | — | $29K | 0.5% | |
| Vanguard Mid Cap Val Idx Adm Fd | Common Collective Trusts | — | — | $24K | 0.5% | |
| Vanguard Intl Value Inv Fund | Mutual Funds | — | — | $20K | 0.4% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $20K | 0.4% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $19K | 0.4% | |
| (E) | Other securities | — | — | $16K | 0.3% | |
| Notes Receivable From Participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $16K | 0.3% | |
| PIMCO Intl Bond (USD-Hdg) I Fd | Mutual Funds | — | — | $13K | 0.2% | |
| Vanguard Infl-Prot Sec Adm Fund | Mutual Funds | — | — | $9K | 0.2% | |
| Blackrock High Yld Bond K Fund | Other securities | — | — | $8K | 0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6K | 0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $6K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $6K | 0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $3K | <0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
