Penny Charles signed Borah, Goldstein, Altschuler,'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Borah, Goldstein, Altschuler,'s EIN is 11-2512985.
Download the official 2024 Form 5500 (PDF) for Borah, Goldstein, Altschuler, from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Borah, Goldstein, Altschuler,'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 012 | Common Collective Trust | — | — | $4.0M | 23.5% | |
| STABLE ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $2.1M | 12.2% | |
| ALL CAP INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 016 | Common Collective Trust | — | — | $1.9M | 11.4% | |
| BOND CORE PLUS FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 020 | Common Collective Trust | — | — | $1.3M | 7.5% | |
| SMALL-MID CAP INDEX EQUITY R2 MTC COLL. TRUST · EIN 04-6691601 / PN 030 | Common Collective Trust | — | — | $1.2M | 7.3% | |
| INTERNATIONAL INDEX EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 018 | Common Collective Trust | — | — | $1.2M | 6.9% | |
| 2030 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 004 | Common Collective Trust | — | — | $841K | 4.9% | |
| BOND INDEX FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 021 | Common Collective Trust | — | — | $735K | 4.3% | |
| 2040 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 005 | Common Collective Trust | — | — | $628K | 3.7% | |
| MODERATE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 008 | Common Collective Trust | — | — | $517K | 3.0% | |
| INTNL ALL CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 017 | Common Collective Trust | — | — | $352K | 2.1% | |
| 2050 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 006 | Common Collective Trust | — | — | $349K | 2.1% | |
| AGGRESSIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $339K | 2.0% | |
| SMALL-MID CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 014 | Common Collective Trust | — | — | $328K | 1.9% | |
| 2045 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 027 | Common Collective Trust | — | — | $255K | 1.5% | |
| 2055 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 028 | Common Collective Trust | — | — | $222K | 1.3% | |
| REAL ASSET RETURN FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $195K | 1.1% | |
| POST RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 002 | Common Collective Trust | — | — | $153K | 0.9% | |
| ABA MEM. MERCER COLL. TRUST LOAN FUND | Other securities | — | — | $89K | 0.5% | |
| CAPITAL PRESERVATION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $86K | 0.5% | |
| CONSERVATIVE RISK FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 007 | Common Collective Trust | — | — | $77K | 0.5% | |
| 2035 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 026 | Common Collective Trust | — | — | $39K | 0.2% | |
| 2060 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 029 | Common Collective Trust | — | — | $37K | 0.2% | |
| ABA MEM. MERCER COLL. TRUST SELF-MANAGED BROKERAGE ACCOUNT | Self-Directed Brokerage | — | — | $37K | 0.2% | |
| 2025 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 025 | Common Collective Trust | — | — | $34K | 0.2% | |
| 2020 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 003 | Common Collective Trust | — | — | $11K | <0.1% | |
| ALTERNATIVE ALPHA FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 024 | Common Collective Trust | — | — | $4K | <0.1% | |
| DIVERSIFIED GROWTH FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $134 | <0.1% | |
| INCOME FOCUSED FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 031 | Common Collective Trust | — | — | $131 | <0.1% | |
| INFLATION PROTECTION FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $130 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% |
