Melissa Coker signed Boysen USA, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boysen USA, LLC's EIN is 20-0963393.
Download the official 2024 Form 5500 (PDF) for Boysen USA, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boysen USA, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $39K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Index 2030 Fund Investor Class | Mutual Funds | — | — | $2.1M | 12.9% | |
| Fidelity Freedom Index 2040 Fund Investor Class | Mutual Funds | — | — | $2.1M | 12.7% | |
| Fidelity Freedom Index 2050 Fund Investor Class | Mutual Funds | — | — | $2.0M | 12.4% | |
| Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | — | $1.9M | 11.4% | |
| Fidelity Freedom Index 2035 Fund Investor Class | Mutual Funds | — | — | $1.6M | 9.7% | |
| Fidelity Freedom Index 2055 Fund Investor Class | Mutual Funds | — | — | $1.5M | 9.2% | |
| Fidelity Freedom Index 2025 Fund Investor Class | Mutual Funds | — | — | $1.2M | 7.4% | |
| Fidelity Freedom Index 2060 Fund Investor Class | Mutual Funds | — | — | $1.2M | 7.1% | |
| Participant loans * Participant loans Maturities from 2025 through 2033 with interest at 4.25% to 10.50% - | Bonds / Notes | — | — | $993K | 6.0% | |
| Fidelity Freedom Index 2065 Fund Investor Class | Mutual Funds | — | — | $557K | 3.4% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $407K | 2.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $256K | 1.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $180K | 1.1% | |
| Fidelity Freedom Index 2020 Fund Investor Class | Mutual Funds | — | — | $165K | 1.0% | |
| Putnam Large Cap Value A | Mutual Funds | — | — | $86K | 0.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $86K | 0.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $75K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $48K | 0.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $25K | 0.2% | |
| Fidelity Freedom Index 2070 Fund Investor Class | Mutual Funds | — | — | $15K | <0.1% | |
| JP Morgan JPMorgan Emerging Markets Equity R6 | Other securities | — | — | $15K | <0.1% | |
| American Century American Century Growth R6 | Other securities | — | — | $10K | <0.1% | |
| Franklin Small Cap Value Fund R6 | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| Fidelity Fidleity Freedom Index Income Investor | Mutual Funds | — | — | $5K | <0.1% | |
| Fidelity Government Money Market Fund Class K6 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
