Terrie Adams signed Boulder Heavy Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boulder Heavy Industries, LLC's EIN is 20-8317308.
Download the official 2024 Form 5500 (PDF) for Boulder Heavy Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boulder Heavy Industries, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $786K | $1.2M | 16.0% | |
| FID BLUE CHIP GR | Mutual Funds | — | $610K | $1.0M | 14.0% | |
| FID FREEDOM 2055 K | Mutual Funds | — | $499K | $584K | 8.0% | |
| FID FREEDOM 2050 K | Mutual Funds | — | $411K | $480K | 6.6% | |
| FID FREEDOM 2045 K | Mutual Funds | — | $386K | $455K | 6.2% | |
| FID INTL INDEX | Mutual Funds | — | $428K | $433K | 5.9% | |
| FID FREEDOM 2035 K | Mutual Funds | — | $308K | $343K | 4.7% | |
| MFS VALUE R3 | Mutual Funds | — | $288K | $303K | 4.2% | |
| FID TOTAL BOND | Mutual Funds | — | $318K | $301K | 4.1% | |
| FID FREEDOM 2060 K | Mutual Funds | — | $243K | $269K | 3.7% | |
| FID INTL CAP APPREC | Mutual Funds | — | $210K | $246K | 3.4% | |
| AS SPL MD CP VAL ADM | Other securities | — | $244K | $237K | 3.2% | |
| FID GROWTH STRAT | Mutual Funds | — | $171K | $226K | 3.1% | |
| FID FREEDOM 2040 K | Mutual Funds | — | $159K | $183K | 2.5% | |
| FID FREEDOM 2065 K | Mutual Funds | — | $140K | $159K | 2.2% | |
| FID GOVT MMKT | Mutual Funds | — | $133K | $133K | 1.8% | |
| FID US BOND IDX | Common Collective Trusts | — | $120K | $115K | 1.6% | |
| FID SM CAP IDX | Common Collective Trusts | — | $93K | $112K | 1.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $70K | $93K | 1.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $76K | 1.0% | |
| PIF REAL EST SEC R5 | Other securities | — | $72K | $75K | 1.0% | |
| FID PURITAN | Mutual Funds | — | $73K | $75K | 1.0% | |
| FID SMALL CAP GROWTH | Mutual Funds | — | $61K | $68K | 0.9% | |
| FID SMALL CAP VALUE | Mutual Funds | — | $46K | $53K | 0.7% | |
| FID FREEDOM 2030 K | Mutual Funds | — | $29K | $31K | 0.4% | |
| FID FREEDOM 2020 K | Mutual Funds | — | $28K | $30K | 0.4% | |
| FID FREEDOM 2015 K | Mutual Funds | — | $11K | $12K | 0.2% | |
| FID FREEDOM INC K | Mutual Funds | — | $10K | $11K | 0.1% | |
| PGIM GLB TOT RTN R4 | Other securities | — | $5K | $4K | <0.1% | |
| FID FREEDOM 2025 K | Mutual Funds | — | $442 | $477 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
