Kimberly W. Bolte signed BDO USA, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BDO USA, P.C.'s EIN is 13-5381590.
Download the official 2024 Form 5500 (PDF) for BDO USA, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BDO USA, P.C.'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $745K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | — | CHICAGO, IL | NONE | $116K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $299.8M | 15.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $153.2M | 7.9% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $147.7M | 7.6% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $128.2M | 6.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $127.3M | 6.6% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $122.9M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $116.3M | 6.0% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $113.4M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $83.4M | 4.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $77.6M | 4.0% | |
| Mass Mutual Select Mid Cap Growth I | Other securities | — | — | $60.3M | 3.1% | |
| LINCOLN FINANCIAL STABLE VALUE LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 001 | Common Collective Trust | — | — | $57.0M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $54.5M | 2.8% | |
| Baird Aggregate Bond Institutional Fund | Other securities | — | — | $45.3M | 2.3% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $43.6M | 2.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $37.7M | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $32.0M | 1.6% | |
| Goldman Sachs Small Cap Value Institutional R6 | Other securities | — | — | $30.7M | 1.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $30.6M | 1.6% | |
| American Funds Europacific Growth R6 Fund | Mutual Funds | — | — | $27.4M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $22.2M | 1.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $21.7M | 1.1% | |
| Fidelity Emerging Markets K Fund | Mutual Funds | — | — | $20.7M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $19.9M | 1.0% | |
| Participant loans | Participant loans | — | — | $16.1M | 0.8% | |
| Vanguard Inflation Protected Institutional Fund | Mutual Funds | — | — | $16.0M | 0.8% | |
| Vanguard Treasury Money Market | Mutual Funds | — | — | $14.4M | 0.7% | |
| AB Small Cap Growth I | Other securities | — | — | $6.1M | 0.3% | |
| American Century Mid Cap Value R6 Fund | Other securities | — | — | $5.3M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.9M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.5M | <0.1% | |
| T. Rowe Price Government Money Fund | Other securities | — | — | $72K | <0.1% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | 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.
