Gisele COTE signed Bowditch & Dewey, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bowditch & Dewey, LLP's EIN is 04-2297674.
Download the official 2024 Form 5500 (PDF) for Bowditch & Dewey, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bowditch & Dewey, LLP'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DIMEO SCHNEIDER & ASSOCIATES, LLC | 36-4001764 | — | INVESTMENT ADVISOR | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NY Life NYLI W Lrg Cp Gr I | Other securities | — | — | $17.0M | 24.2% | |
| JPMorgan Jpm Growth Advtg R6 | Other securities | — | — | $7.9M | 11.2% | |
| Fidelity Fid 500 Index | Common Collective Trusts | — | — | $7.6M | 10.8% | |
| T. Rowe Price Trp Retirement 2045 | Other securities | — | — | $3.2M | 4.5% | |
| John Hancock Jh Dscpl Val Mdcp R6 | Other securities | — | — | $3.0M | 4.2% | |
| Fidelity Fa Strat Income I | Mutual Funds | — | — | $2.7M | 3.8% | |
| Fidelity Fid Govt Mmkt | Mutual Funds | — | — | $2.6M | 3.6% | |
| T. Rowe Price Trp Retirement 2035 | Other securities | — | — | $2.3M | 3.2% | |
| T. Rowe Price Trp Retirement 2040 | Other securities | — | — | $2.2M | 3.2% | |
| Pioneer Bond K | Other securities | — | — | $2.1M | 2.9% | |
| T. Rowe Price Trp Retirement 2030 | Other securities | — | — | $2.0M | 2.9% | |
| JPMorgan Jpm Equity Income R6 | Other securities | — | — | $2.0M | 2.9% | |
| T. Rowe Price Trp Us Lg Cp Core | Other securities | — | — | $1.9M | 2.8% | |
| T. Rowe Price Trp Overseas Stock I | Other securities | — | — | $1.9M | 2.7% | |
| T. Rowe Price Trp Retirement 2050 | Other securities | — | — | $1.7M | 2.5% | |
| T. Rowe Price Trp Retirement 2025 | Other securities | — | — | $1.3M | 1.9% | |
| T. Rowe Price Trp Retirement 2020 | Other securities | — | — | $1.2M | 1.7% | |
| Fidelity Fid Mid Cap Idx | Common Collective Trusts | — | — | $1.0M | 1.5% | |
| T. Rowe Price Trp Retirement 2055 | Other securities | — | — | $905K | 1.3% | |
| T. Rowe Price Trp Retirement 2010 | Other securities | — | — | $860K | 1.2% | |
| Fidelity Fid Sm Cap Idx | Common Collective Trusts | — | — | $717K | 1.0% | |
| T. Rowe Price Trp Retirement 2005 | Other securities | — | — | $622K | 0.9% | |
| Columbia Col Sm Cap Val I I2 | Other securities | — | — | $600K | 0.9% | |
| Janus Henderson J H Triton N | Mutual Funds | — | — | $525K | 0.7% | |
| MFS Mid Cap Grth R6 | Mutual Funds | — | — | $451K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $377K | 0.5% | |
| Invesco Oppenheimer Invs Develop Mkt R6 | Mutual Funds | — | — | $319K | 0.5% | |
| Vanguard Vang Dev Mkt Idx Adm | Common Collective Trusts | — | — | $301K | 0.4% | |
| T. Rowe Price Trp Retirement 2060 | Other securities | — | — | $279K | 0.4% | |
| Cohen & Steers C&S Real Estate Z | Other securities | — | — | $217K | 0.3% | |
| T. Rowe Price Trp Retirement 2065 ** 431 JPMorgan Jpm Sm Cap Equity I | Other securities | — | — | $189K | 0.3% | |
| due through May 2029 | Other securities | — | — | $163K | 0.2% | |
| Fidelity Fid Us Bond Idx | Common Collective Trusts | — | — | $120K | 0.2% | |
| T. Rowe Price Trp Retirement 2015 | Other securities | — | — | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOLLUS LYNCH | 04-3037870 | — | ACCOUNTANT/AUDITOR | $20K | — |
