Daniel Bilson signed BDR Preferred Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BDR Preferred Holdings, LLC's EIN is 83-2221907.
Download the official 2024 Form 5500 (PDF) for BDR Preferred Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BDR Preferred Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | 27-4011107 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Vanguard 0 | Mutual Funds | — | — | $1.3M | 15.3% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.3M | 15.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.3M | 14.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 12.3% | |
| Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $592K | 6.8% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $436K | 5.0% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $391K | 4.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $363K | 4.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $349K | 4.0% | |
| BlackRock Technology Opport K | Other securities | — | — | $250K | 2.9% | |
| JPMorgan U.S. Equity R6 | Other securities | — | — | $247K | 2.8% | |
| Dodge & Cox Dodge & Cox Stock Fund I | Mutual Funds | — | — | $228K | 2.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $202K | 2.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $150K | 1.7% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $150K | 1.7% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $142K | 1.6% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $68K | 0.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $48K | 0.6% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities 65 * Vanguard Small-Cap Value Index Adm | Mutual Funds | — | — | $26K | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $24K | 0.3% | |
| Vanguard Financials Index Adm 32 Fidelity Advisor Intl Growth Z 203 * Vanguard Health Care Index Adm | Mutual Funds | — | — | $17K | 0.2% | |
| Hartford Mutual Funds Hartford Strategic Income R6 162 * Vanguard Utilities Index Adm | Mutual Funds | — | — | $17K | 0.2% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $16K | 0.2% | |
| Baron Growth Baron Growth Inst | Other securities | — | — | $14K | 0.2% | |
| Goldman Sachs Goldman Sachs Intl Equity Income R6 | Other securities | — | — | $14K | 0.2% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $12K | 0.1% | |
| BNY Mellon BNY Mellon International Stock Y | Other securities | — | — | $11K | 0.1% | |
| BlackRock Advantage Small Cap Core K | Other securities | — | — | $10K | 0.1% | |
| Vanguard Long-Term Corp Bond ETF | Mutual Funds | — | — | $9K | 0.1% | |
| BlackRock Natural Resources Instl | Other securities | — | — | $8K | <0.1% | |
| MFS Global MFS Global Opportunistic Bond R6 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Small-Cap Growth Index Adm | Mutual Funds | — | — | $4K | <0.1% | |
| Lord Abbett Lord Abbett High Yield R6 | Mutual Funds | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Trust Company) as permitted by 29 CFR 2520.103-5(c) of the Department of Labor's Rules and | Common Stocks | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | 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.
