Stacee Beauchamp signed Beauchamp Distributing Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beauchamp Distributing Company's EIN is 95-2743446.
Download the official 2024 Form 5500 (PDF) for Beauchamp Distributing Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beauchamp Distributing Company'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | — | IRVINE, CA | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HILLTOP SECURITIES INC. | — | DALLAS, TX | INVESTMENT ADVISOR | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Metlife Rel STABLE VALUE | Stable Value | — | — | $2.8M | 35.6% | |
| RELIANCE METLIFE SERIES 25053 C1 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $2.8M | 35.6% | |
| AMF INCOME FD OF AMERICA R6 | Other securities | — | — | $1.8M | 23.0% | |
| T ROWE PRICE BLUE DHIP GR1 | Mutual Funds | — | — | $962K | 12.3% | |
| VANGUARD TOTAL STOCK | Mutual Funds | — | — | $909K | 11.6% | |
| Notes receivable from participant | Other securities | — | $0 | $266K | 3.4% | |
| JANUS HENDERSON ENTERPRISE N | Mutual Funds | — | — | $225K | 2.9% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Other securities | — | — | $195K | 2.5% | |
| MET WEST TOTAL RETURN BND PLAN | Other securities | — | — | $116K | 1.5% | |
| AMERICAN FUNDS EUROPAC GRO | Mutual Funds | — | — | $110K | 1.4% | |
| GS INT'L SM CAP | Other securities | — | — | $74K | 0.9% | |
| VANGUARD WELLESLEY INCOME | Mutual Funds | — | — | $74K | 0.9% | |
| JPM Smart RET Blend 2050 R6 | Other securities | — | — | $59K | 0.7% | |
| JPM Smart RET Blend 2055 R6 | Other securities | — | — | $57K | 0.7% | |
| AMERICAN FUNDS 2060 | Mutual Funds | — | — | $54K | 0.7% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $46K | 0.6% | |
| JPM Smart Ret Blend 2040 R6 | Other securities | — | — | $29K | 0.4% | |
| JPM Smart Ret Blend 2030 R6 | Other securities | — | — | $24K | 0.3% | |
| JPM Smart Ret Blend 2045 R6 | Other securities | — | — | $23K | 0.3% | |
| AMERICAN FUNDS US GOVT MONEY MARKET R6 | Mutual Funds | — | — | $10K | 0.1% | |
| JPM Smart Ret Blend 2035 R6 | Other securities | — | — | $10K | 0.1% | |
| VANG TOT STK MKT INDX - ADMIRAL; | Other securities | — | — | $5K | <0.1% | |
| Other | OTHER | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
