Margaret Enrique signed Bond Management Partners, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bond Management Partners, LLC's EIN is 87-3610798.
Download the official 2023 Form 5500 (PDF) for Bond Management Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bond Management Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RECORDKEEPER | $11K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan U.S. Government Money Market Fund | Cash / Money Market | — | — | $3.0M | 52.6% | |
| Registered Investment Companies MFS Lifetime Income Fund | Mutual Funds | — | — | $1.3M | 22.2% | |
| MFS Lifetime 2035 Fund | Mutual Funds | — | — | $338K | 5.9% | |
| MFS Lifetime 2060 Fund | Mutual Funds | — | — | $326K | 5.7% | |
| MFS Lifetime 2040 Fund | Mutual Funds | — | — | $274K | 4.8% | |
| MFS Lifetime 2045 Fund | Mutual Funds | — | — | $190K | 3.3% | |
| MFS Lifetime 2050 Fund | Mutual Funds | — | — | $87K | 1.5% | |
| MFS Lifetime 2030 Fund | Mutual Funds | — | — | $87K | 1.5% | |
| MFS Lifetime 2055 Fund | Mutual Funds | — | — | $49K | 0.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $45K | 0.8% | |
| MFS Lifetime 2025 Fund | Mutual Funds | — | — | $11K | 0.2% | |
| PGIM Jennison Small Company Fund | Common Stocks | — | — | $8K | 0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $7K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Notes Receivable from Participants * Participant Loans Interest rate of 9.5% - | Bonds / Notes | — | — | $5K | <0.1% | |
| JP Morgan JP Morgan Large Growth Fund | Other securities | — | — | $3K | <0.1% | |
| Hartford Dividend and Growth Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Janus Henderson Janus Overseas Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Small Cap Value Fund | Mutual Funds | — | — | $2K | <0.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
