Michelle Brown signed Providential BBA Operating LP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Providential BBA Operating LP's EIN is 84-2291180.
Download the official 2023 Form 5500 (PDF) for Providential BBA Operating LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Providential BBA Operating LP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $16K | — |
| RAYMOND JAMES FINANCIAL SERVICES |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.5M | 98.5% | |
| [Assets held in participant loans] | Other | — | — | $150K | 1.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $39K | 0.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| 59-2937883 |
| — |
| ADVISOR |
| $8K |
| — |
