Jennifer Mulcahy signed Boots Retail USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boots Retail USA, Inc.'s EIN is 02-0613669.
Download the official 2024 Form 5500 (PDF) for Boots Retail USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boots Retail USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.9M | 27.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.5M | 22.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 10.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $801K | 7.4% | |
| Massachusetts Financial Massachusetts Financial Services Growth Fund | Other securities | — | — | $508K | 4.7% | |
| Massachusetts Financial Massachusetts Financial Services International Diversification | Other securities | — | — | $349K | 3.2% | |
| JP Morgan JP Morgan US Value Fund | Other securities | — | — | $341K | 3.2% | |
| JP Morgan JP Morgan Mid Cap Growth Fund | Other securities | — | — | $287K | 2.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $216K | 2.0% | |
| Notes Receivable From * Participants Loans to Participants, Interest Rates Ranging From 4.25% to 6.5% | Bonds / Notes | — | — | $177K | 1.6% | |
| Massachusetts Financial Massachusetts Financial Mid Cap Value Fund | Other securities | — | — | $171K | 1.6% | |
| FlexPath Index Moderate Retirement Fund | Other securities | — | — | $168K | 1.6% | |
| FLEXPATH MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $168K | 1.6% | |
| Goldman Sachs Goldman Sachs Absolute Return Tracker Fund | Other securities | — | — | $163K | 1.5% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $125K | 1.2% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $107K | 1.0% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $89K | 0.8% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $83K | 0.8% | |
| American Funds American Century Small Cap Growth Fund | Mutual Funds | — | — | $82K | 0.8% | |
| JP Morgan JP Morgan Government Bond | U.S. Treasuries | — | — | $82K | 0.8% | |
| FLEXPATH MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $78K | 0.7% | |
| Lord Abbett Lord Abbett Short Duration Income Fund | Mutual Funds | — | — | $76K | 0.7% | |
| Pimco Short-Term Fund Institutional Class | Mutual Funds | — | — | $73K | 0.7% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $56K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $48K | 0.4% | |
| Columbia Ultra Short Term Bond Fund | Other securities | — | — | $43K | 0.4% | |
| American Funds American Funds Capital World Bond Fund | Mutual Funds | — | — | $42K | 0.4% | |
| Prudential Investment Management Short Duration High Yield Income | Other securities | — | — | $42K | 0.4% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $39K | 0.4% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $30K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $22K | 0.2% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $9K | <0.1% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $496 | <0.1% | |
| FLEXPATH MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
