Back to filter
Original filing (PDF)20251013084154NAL0002107570001
BOSE CORPORATION
Form 5500
FILING_RECEIVED
BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,638
Accounts w/ balance
3,848
Plan assets (EOY)
$680.9M
Net assets (EOY)
$680.9M
How this plan invests
This plan
9 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSE CORPORATION.
Plan sponsor
Name
BOSE CORPORATION
EIN
04-2655386
Address
100 THE MOUNTAIN ROAD · FRAMINGHAM, MA · 01701
Phone
(508) 766-9175
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $110K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $1K | — |
Investments
24 direct securities · 9 pooled funds· $699.4M(100% of reported assets)
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.
Uncategorized
$482.4M
23 holdings
Common Collective Trust
$209.1M
9 holdings
Mutual Funds
$7.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 INDX SL CL II STATE STREET · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $104.9M | 15.4% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $77.1M | 11.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $76.7M | 11.3% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $69.1M | 10.1% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $45.7M | 6.7% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $44.0M | 6.5% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $31.7M | 4.7% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $28.7M | 4.2% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $26.7M | 3.9% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $24.4M | 3.6% | |
| COLUMBIA TRUST DIVIDEND INCOME MS COLUMBIA · EIN 87-1854339 / PN 219 | Common Collective Trust | — | — | $21.5M | 3.2% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual fund | — | — | — | $20.2M | 3.0% | |
| T. ROWE PRICE STABLE VALUE COMMON T T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $19.0M | 2.8% | |
| T. ROWE PRICE STABLE VALUE COMMON TRST ATRSV-A Common and collective trust | — | — | — | $18.2M | 2.7% | |
| Participant-directed brokerage account * Empower Self-Directed Brokerage Account Participant-directed brokerage account | — | — | — | $18.2M | 2.7% | |
| SCHRODER INTERNATIONAL ALPHA TRUST SCHRODER · EIN 83-4499311 / PN 001 | Common Collective Trust | — | — | $14.1M | 2.1% | |
| GENEVA SMALL CAP GROWTH COLLECTIVE GENEVA · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $10.6M | 1.6% | |
| PIONEER BOND FUND TRUST CL MSG PIONEER · EIN 04-0025081 / PN 001 | Common Collective Trust | — | — | $9.5M | 1.4% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Mutual fund | — | — | — | $8.9M | 1.3% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $7.9M | 1.2% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $7.5M | 1.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $5.8M | 0.8% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $2.7M | 0.4% | |
| Notes receivable from participants maturity dates through 2039 | — | — | — | $2.3M | 0.3% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual fund | — | — | — | $1.2M | 0.2% | |
| PGIM HIGH YIELD R6 Mutual fund | — | — | — | $991K | 0.1% | |
| BLACKROCK STRATEIC GLOBAL BOND K Mutual fund | — | — | — | $614K | <0.1% | |
| T. Rowe Price Stable Value Common Trst A Common and collective trust | — | — | — | $402K | <0.1% | |
| T. Rowe Price Stable Value Common Trst A Common and collective trust | — | — | — | $320K | <0.1% | |
| GQG PARTNERS EMERGING MARKETS EQUITY R6 Mutual fund | — | — | — | $303K | <0.1% | |
| COHEN & STEERS U S REALTY CIT CLASS COHEN & STEERS · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $204K | <0.1% | |
| Empower Self-Directed Roth Participant-directed account | — | — | — | $172K | <0.1% | |
| T. Rowe Price Stable Value Common Trst A Common and collective trust | — | — | — | $5K | <0.1% |