LIZ Johnson signed Ben Bridge Jeweler, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ben Bridge Jeweler, Inc.'s EIN is 91-0695728.
Download the official 2024 Form 5500 (PDF) for Ben Bridge Jeweler, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ben Bridge Jeweler, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | NONE | $44K | — |
| SWEENEY CONRAD P.S. |
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 | |||||
|---|---|---|---|---|---|---|
| Retirement 2025 Fund | Other securities | — | — | $11.3M | 16.6% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $9.3M | 13.6% | |
| Retirement 2035 Fund | Other securities | — | — | $5.8M | 8.5% | |
| Retirement 2030 Fund | Other securities | — | — | $5.1M | 7.5% | |
| Retirement 2045 Fund | Other securities | — | — | $4.1M | 6.0% | |
| MFS Growth Fund | Mutual Funds | — | — | $3.9M | 5.6% | |
| Retirement 2020 Fund | Other securities | — | — | $3.4M | 5.0% | |
| Retirement 2040 Fund | Other securities | — | — | $2.9M | 4.3% | |
| Retirement 2055 Fund | Other securities | — | — | $2.8M | 4.1% | |
| Overseas Stock Fund | Other securities | — | — | $2.5M | 3.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.4M | 3.5% | |
| Retirement 2050 Fund | Other securities | — | — | $2.1M | 3.1% | |
| Principal Equity Income Fund | Other securities | — | — | $2.0M | 3.0% | |
| Amcent Small Cap Value | Other securities | — | — | $1.8M | 2.7% | |
| Retirement Price Ret Balanced Fund | Other securities | — | — | $1.7M | 2.5% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $1.2M | 1.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.1M | 1.6% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $984K | 1.4% | |
| Retirement 2015 Fund | Other securities | — | — | $869K | 1.3% | |
| Retirement 2060 Fund | Other securities | — | — | $844K | 1.2% | |
| Charles Schwab Personal Choice Retirement Accounts (Self-directed Brokerage Accounts) | Self-Directed Brokerage | — | — | $725K | 1.1% | |
| Notes Receivable from Participants | Other securities | — | — | $647K | 0.9% | |
| Retirement 2010 Fund | Other securities | — | — | $375K | 0.5% | |
| Retirement 2065 Fund | Other securities | — | — | $247K | 0.4% | |
| Retirement 2005 Fund | Other securities | — | — | $89K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 91-1301672 |
| — |
| NONE |
| $22K |
| — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
