Brian Rielly signed BGDC Distribution LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BGDC Distribution LLC's EIN is 88-0739972.
Download the official 2024 Form 5500 (PDF) for BGDC Distribution LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BGDC Distribution 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $32K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Am Fds EuroPacific Grth R4 Fd | Other securities | — | $0 | $4.5M | 23.7% | |
| LARGE CAP GROWTH I2 FUND GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $4.5M | 23.7% | |
| Baird Core Plus Bond I Fund | Other securities | — | $0 | $1.9M | 10.1% | |
| PRIN LIFETIME HYB 2030 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $1.3M | 6.7% | |
| PRIN LIFETIME HB 2040 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $1.2M | 6.3% | |
| PRIN LIFETIME HB 2045 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $1.2M | 6.2% | |
| PRIN LGCAP S&P 500 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.1M | 5.9% | |
| Emerging Markets I1 Fund | Other securities | — | $0 | $1.1M | 5.9% | |
| PRIN LIFETIME HY INC CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $0 | $971K | 5.2% | |
| PRIN LIFETIME HB 2035 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $853K | 4.5% | |
| Prin SmCap Growth I Sep Acct-Z | Pooled Separate Accounts | — | $0 | $853K | 4.5% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $713K | 3.8% | |
| Principal Bond Mkt Index SA-I3 | Common Stocks | — | $0 | $713K | 3.8% | |
| Prin LgCap S&P 500 Index SA-I4 | Common Collective Trusts | — | $0 | $664K | 3.5% | |
| PRIN LIFETIME HYB 2020 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $631K | 3.4% | |
| Prin MidCap S&P 400 Idx SA-I4 | Common Collective Trusts | — | $0 | $631K | 3.4% | |
| MFS Global Equity R4 Fund | Mutual Funds | — | $0 | $559K | 3.0% | |
| PRIN LIFETIME HY 2055 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $487K | 2.6% | |
| PRIN LIFETIME HY 2050 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $479K | 2.5% | |
| PRIN MIDCAP S&P 400 IDX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $387K | 2.1% | |
| Prin SmCap S&P 600 Index SA-I4 | Common Stocks | — | $0 | $387K | 2.1% | |
| MFS Value R4 Fund | Mutual Funds | — | $0 | $312K | 1.7% | |
| Participant Loans | Participant loans | — | $0 | $294K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $189K | 1.0% | |
| Prin Real Estate Secs SA-I3 | Common Stocks | — | $0 | $180K | 1.0% | |
| PRIN LIFETIME HYB 2025 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $180K | 1.0% | |
| PRIN LIFETIME HY 2060 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $177K | 0.9% | |
| Prin Intl Equity Index SA-I3 | Common Collective Trusts | — | $0 | $130K | 0.7% | |
| EMERGING MARKETS I1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $128K | 0.7% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $128K | 0.7% | |
| Prin LifeTime Hy Inc CIT U30 | Common Collective Trusts | — | $0 | $128K | 0.7% | |
| PRIN INTL EQUITY INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $128K | 0.7% | |
| Goldman Sch Sm Cp Vl Ins R6 Fd | Other securities | — | $0 | $94K | 0.5% | |
| PRIN REAL ESTATE SECS SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $72K | 0.4% | |
| Prin LifeTime HB 2035 CIT U30 | Common Collective Trusts | — | $0 | $72K | 0.4% | |
| Large Cap Growth I2 Fund | Other securities | — | $0 | $63K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $63K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $58K | 0.3% | |
| Prin LifeTime HB 2045 CIT U30 | Common Collective Trusts | — | $0 | $43K | 0.2% | |
| Prin LifeTime HB 2040 CIT U30 | Common Collective Trusts | — | $0 | $31K | 0.2% | |
| PRINCIPAL BOND MKT INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $31K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT U30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $5K | <0.1% |
