Donald Lassman signed Boston Boatworks, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston Boatworks, LLC's EIN is 04-3311597.
Download the official 2024 Form 5500 (PDF) for Boston Boatworks, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boston Boatworks, LLC'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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $16K | — |
| SVB WEALTH LLC | — | BOSTON, MA | NONE | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 Fund Class K Mutual Fund | Other securities | — | — | $897K | 19.0% | |
| BlackRock LifePath Index 2030 Fund Class K Mutual Fund | Other securities | — | — | $664K | 14.1% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $494K | 10.5% | |
| BlackRock LifePath Index 2040 Fund Class K Mutual Fund | Other securities | — | — | $451K | 9.6% | |
| BlackRock LifePath Index 2035 Fund Class K Mutual Fund | Other securities | — | — | $418K | 8.9% | |
| BlackRock LifePath Index 2055 Fund Class K Mutual Fund | Other securities | — | — | $358K | 7.6% | |
| BlackRock LifePath Index Retirement Fund Class K Mutual Fund | Other securities | — | — | $242K | 5.1% | |
| Vanguard Extended Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $233K | 4.9% | |
| Notes Receivable from Participants 4.25% - 9.50% maturities between 1 and 10 years | Bonds / Notes | — | — | $188K | 4.0% | |
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $127K | 2.7% | |
| BlackRock LifePath Index 2045 Fund Class K Mutual Fund | Other securities | — | — | $125K | 2.6% | |
| CFMG Life StableValue Fund General Account | Other securities | — | — | $94K | 2.0% | |
| BlackRock LifePath Index 2060 Fund Class K Mutual Fund | Other securities | — | — | $86K | 1.8% | |
| BlackRock LifePath Index 2065 Fund Class K Mutual Fund | Other securities | — | — | $77K | 1.6% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $74K | 1.6% | |
| CUNA MUTUAL LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $61K | 1.3% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $45K | 1.0% | |
| Vanguard FTSE All-World Ex-US Index Fund Mutual Fund | Common Collective Trusts | — | — | $43K | 0.9% | |
| CUNA MUT LIFESTYLE CNS CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $36K | 0.8% | |
| CUNA MUTUAL DIVERS EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CUNA MUT LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | 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.
