Vanessa Urrego signed Bison Peak LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bison Peak LLC's EIN is 85-2104805.
Download the official 2023 Form 5500 (PDF) for Bison Peak LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bison Peak 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2055 PREMIER Registered Investment Company | Mutual Funds | — | — | $36K | 25.1% | |
| FID FREEDOM INDEX 2065 PREMIER Registered Investment Company | Mutual Funds | — | — | $26K | 17.8% | |
| FID FREEDOM INDEX INC PREMIER Registered Investment Company ** 314 * FID FREEDOM INDEX 2060 PREMIER Registered Investment Company | Mutual Funds | — | — | $23K | 16.0% | |
| FID FREEDOM INDEX 2040 PREMIER Registered Investment Company ** 249 * T ROWE PRICE OVERSEAS STOCK Registered Investment Company ** 202 * FID FREEDOM INDEX 2050 PREMIER Registered Investment Company | Mutual Funds | — | — | $20K | 13.7% | |
| FID FREEDOM INDEX 2045 PREMIER Registered Investment Company | Mutual Funds | — | — | $13K | 8.7% | |
| FID FREEDOM INDEX 2030 PREMIER Registered Investment Company | Mutual Funds | — | — | $11K | 7.8% | |
| FID FREEDOM INDEX 2025 PREMIER Registered Investment Company | Mutual Funds | — | — | $5K | 3.8% | |
| FID FREEDOM INDEX 2035 PREMIER Registered Investment Company | Mutual Funds | — | — | $5K | 3.4% | |
| Notes receivable from participants, interest ranging from 10.25% to 10.50% | Bonds / Notes | — | — | $3K | 2.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | 1.7% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | 1.7% | |
| Yes No Amount a | Other securities | — | — | $3K | 1.7% | |
| FID FREEDOM INDEX 2010 PREMIER Registered Investment Company ** 316 * VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company ** 170 * JPMORGAN EQUITY INCOME FUND R6 Registered Investment Company | Mutual Funds | — | — | $1K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
