Allison Griffeth signed Bouma Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bouma Group, Inc.'s EIN is 20-1562907.
Download the official 2024 Form 5500 (PDF) for Bouma Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bouma Group, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL, NICOLAUS AND COMPANY | 43-0538770 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOUMA CORPORATION | 38-1395711 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Victory Sycamore Est Val R Fd | Other securities | — | $0 | $5.8M | 18.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $5.8M | 18.3% | |
| Principal Stable Value Z Fund | Stable Value | — | $0 | $5.1M | 16.2% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $3.6M | 11.4% | |
| Pioneer Bond Y Fund | Other securities | — | $0 | $3.5M | 11.1% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $3.3M | 10.7% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | $0 | $2.2M | 7.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.2M | 7.1% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $1.3M | 4.3% | |
| Invesco Comstock R5 Fd | Mutual Funds | — | $0 | $971K | 3.1% | |
| AB Large Cap Growth A Fund | Other securities | — | $0 | $907K | 2.9% | |
| Franklin Small Cap Grth R6 Fd | Mutual Funds | — | $0 | $902K | 2.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $878K | 2.8% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $878K | 2.8% | |
| Cohen & Steers Re Est Sec A Fd | Other securities | — | $0 | $804K | 2.6% | |
| JP Morgan Mid Cap Growth R5 Fd | Other securities | — | $0 | $789K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $714K | 2.3% | |
| Inv Dev Mark Y Fd | Other securities | — | $0 | $714K | 2.3% | |
| Participant Loans | Participant loans | — | $0 | $196K | 0.6% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $24K | <0.1% |
