Eileen Lawler signed BOSE Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOSE Corporation's EIN is 04-2655386.
Download the official 2024 Form 5500 (PDF) for BOSE Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOSE Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 84-0467907 | — | NONE | $110K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | — | NONE | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $77.1M | 11.3% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $76.7M | 11.3% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $69.1M | 10.1% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $45.7M | 6.7% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $44.0M | 6.5% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $31.7M | 4.7% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Stable Value | — | — | $18.2M | 2.7% | |
| Participant-directed brokerage account * Empower Self-Directed Brokerage Account Participant-directed brokerage account | Self-Directed Brokerage | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $7.5M | 1.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $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 | Other securities | — | — | $2.3M | 0.3% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 Mutual fund | Mutual Funds | — | — | $1.2M | 0.2% | |
| PGIM HIGH YIELD R6 Mutual fund | Other securities | — | — | $991K | 0.1% | |
| BLACKROCK STRATEIC GLOBAL BOND K Mutual fund | Other securities | — | — | $614K | <0.1% | |
| T. Rowe Price Stable Value Common Trst A Common and collective trust | Stable Value | — | — | $402K | <0.1% | |
| T. Rowe Price Stable Value Common Trst A Common and collective trust | Stable Value | — | — | $320K | <0.1% | |
| GQG PARTNERS EMERGING MARKETS EQUITY R6 Mutual fund | Other securities | — | — | $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 | Self-Directed Brokerage | — | — | $172K | <0.1% | |
| T. Rowe Price Stable Value Common Trst A Common and collective trust | Stable Value | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
