Angie Robinson signed BI-Mart Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BI-Mart Corporation's EIN is 95-4159373.
Download the official 2024 Form 5500 (PDF) for BI-Mart Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BI-Mart Corporation'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $126K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX INSTL Registered Investment Company | Mutual Funds | — | — | $18.4M | 17.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $16.3M | 15.2% | |
| VANGUARD TOTAL BOND MARKET INDEX INST Registered Investment Company | Mutual Funds | — | — | $10.5M | 9.8% | |
| VICTORY CORE PLUS INTERMEDIATE BOND R6 Registered Investment Company | Common Stocks | — | — | $10.4M | 9.7% | |
| VANGUARD SMALL CAP INDEX INSTL Registered Investment Company | Mutual Funds | — | — | $8.5M | 8.0% | |
| VANGUARD MID CAP INDEX INS Registered Investment Company | Mutual Funds | — | — | $7.4M | 6.9% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $5.3M | 5.0% | |
| JPMORGAN EQUITY INCOME R6 Registered Investment Company | Common Stocks | — | — | $5.0M | 4.7% | |
| VANGUARD TOTAL INTL BD IDX ADMIRAL Registered Investment Company | Common Collective Trusts | — | — | $4.7M | 4.4% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $4.3M | 4.0% | |
| DODGE & COX INTERNATIONAL STOCK Registered Investment Company | Mutual Funds | — | — | $4.0M | 3.7% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Registered Investment Company | Mutual Funds | — | — | $3.6M | 3.3% | |
| maturing through June 2039 -0- | Other securities | — | — | $1.6M | 1.5% | |
| AMCENT MID CAP VALUE (IS PLTM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METWEST CORE PLUS BOND (IS PLTM) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
