Belkorp AG Holdings, Inc.'s EIN is 99-0367362.
Download the official 2024 Form 5500 (PDF) for Belkorp AG Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Belkorp AG Holdings, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | HARRISON, NY | RECORDKEEPER | $47K | — |
| OSBORNE & ASSOCIATES, INC. | 77-0573145 | MODESTO, CA | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATHERTON & ASSOCIATES LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Life Insurance Co iShare S&P 500 index K | Common Collective Trusts | — | — | $1.1M | 8.2% | |
| CurrentValue | Other securities | — | — | $1.1M | 8.0% | |
| Transamerica Life Insurance Co Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.1M | 8.0% | |
| Transamerica Life Insurance Co Principal Real Estate Securiti 0 * Transamerica Life Insurance Co Putnam Large Cap Value A | Mutual Funds | — | — | $1.0M | 7.5% | |
| Transamerica Life Insurance Co Pioneer Fundamental Growth A | Common Stocks | — | — | $924K | 6.7% | |
| Transamerica Life Insurance Co Vanguard Value Index Admiral | Mutual Funds | — | — | $747K | 5.4% | |
| Transamerica Life Insurance Co Hartford Core Equity R6 | Common Stocks | — | — | $692K | 5.0% | |
| Transamerica Life Insurance Co PIMCO Investment Grade Credit | Mutual Funds | — | — | $690K | 5.0% | |
| Transamerica Life Insurance Co PGIM Total Return Bond A | Common Stocks | — | — | $629K | 4.6% | |
| Transamerica Life Insurance Co Janus Henderson Global Equity | Mutual Funds | — | — | $594K | 4.3% | |
| Transamerica Life Insurance Co iShares MSCI EAFE int'l Index | Common Stocks | — | — | $573K | 4.1% | |
| Transamerica Life Insurance Co AB Large Cap Growth A | Common Stocks | — | — | $541K | 3.9% | |
| Transamerica Life Insurance Co Invesco Oppenheimer Intl Adj B | Mutual Funds | — | — | $461K | 3.3% | |
| Transamerica Life Insurance Co Vanguard High-Yield Corp. Admi | Mutual Funds | — | — | $428K | 3.1% | |
| Transamerica Life Insurance Co Janus Henderson Triton A | Mutual Funds | — | — | $416K | 3.0% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $394K | 2.8% | |
| Transamerica Life Insurance Co Janus Henderson Enterprise A | Mutual Funds | — | — | $369K | 2.7% | |
| Transamerica Life Insurance Co Neuberger Berman Real Estate | Common Stocks | — | — | $359K | 2.6% | |
| Transamerica Life Insurance Co iShare Russell 2000-small-Cap | Common Collective Trusts | — | — | $358K | 2.6% | |
| Transamerica Life Insurance Co Vanguard Interm-Term Treasury | Mutual Funds | — | — | $286K | 2.1% | |
| Transamerica Life Insurance Co Vanguard Small Cap Value Index | Mutual Funds | — | — | $276K | 2.0% | |
| Transamerica Life Insurance Co American Century Infl Adj Bond | Common Stocks | — | — | $258K | 1.9% | |
| Transamerica Life Insurance Co American Funds New World R6 | Mutual Funds | — | — | $246K | 1.8% | |
| Transamerica Life Insurance Co Easton Vance Atlanta Capital S | Common Stocks | — | — | $215K | 1.6% | |
| Transamerica Life Insurance Co Loan Fund | Common Stocks | — | — | $212K | 1.5% | |
| 14 (e) | Other securities | — | — | $212K | 1.5% | |
| Transamerica Life Insurance Co Vanguard Emerging Markets Stoc | Mutual Funds | — | — | $203K | 1.5% | |
| Transamerica Life Insurance Co AB Disocvery Value A | Common Stocks | — | — | $187K | 1.4% | |
| Transamerica Life Insurance Co Allspring Special Small Cap Va | Common Stocks | — | — | $164K | 1.2% | |
| Transamerica Life Insurance Co Invesco Main Street Mid Cap A | Mutual Funds | — | — | $158K | 1.1% | |
| Transamerica Life Insurance Co Columbia Mid Cap Index A | Common Stocks | — | — | $154K | 1.1% | |
| POOLED SEPARATE ACCOUNT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 000 | 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.
| 94-1239084 |
| MODESTO, CA |
| AUDITOR |
| $19K |
| — |
