Shannon Breun signed Boswell Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boswell Engineering, Inc.'s EIN is 22-1896168.
Download the official 2024 Form 5500 (PDF) for Boswell Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boswell Engineering, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K Mutual fund | Mutual Funds | — | $593K | $12.5M | 23.2% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | $23K | $4.6M | 8.6% | |
| Key Guaranteed Portfolio Fund ** Group annuity contract | Common Stocks | — | — | $4.2M | 7.8% | |
| Empower T. Rowe Price Mid Cap GR Institute Mutual fund | Other securities | — | $532K | $2.8M | 5.2% | |
| Mass Mutual Small Cap Opportunity I Mutual fund | Other securities | — | $137K | $2.4M | 4.5% | |
| Fidelity Balanced Fund Mutual fund | Mutual Funds | — | $78K | $2.3M | 4.3% | |
| T. Rowe Price Retirement 2025 I Mutual fund | Other securities | — | $133K | $2.2M | 4.1% | |
| T. Rowe Price Retirement 2030 I Mutual fund | Other securities | — | $60K | $1.5M | 2.9% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | $148K | $1.5M | 2.8% | |
| Victory Sycamore Established Value I Mutual fund | Other securities | — | $31K | $1.4M | 2.7% | |
| T. Rowe Price Retirement Balanced I Mutual fund | Other securities | — | $101K | $1.3M | 2.5% | |
| American Funds EuroPacific GR R6 Mutual fund | Mutual Funds | — | $25K | $1.3M | 2.5% | |
| MassMutual Premier High Yield I Mutual fund | Other securities | — | $157K | $1.3M | 2.3% | |
| T. Rowe Price Retirement 2050 I Mutual fund | Other securities | — | $64K | $1.2M | 2.3% | |
| American Funds New Perspective R6 Mutual fund | Mutual Funds | — | $18K | $1.1M | 2.1% | |
| BlackRock Equity Dividend Institutional Mutual fund | Other securities | — | $60K | $1.1M | 2.1% | |
| T. Rowe Price Retirement 2045 I Mutual fund | Other securities | — | $48K | $1.1M | 2.0% | |
| T. Rowe Price Retirement 2060 I Mutual fund | Other securities | — | $54K | $899K | 1.7% | |
| T. Rowe Price Retirement 2055 I Mutual fund | Other securities | — | $45K | $887K | 1.6% | |
| JP Morgan US Equity R6 Mutual fund | Other securities | — | $31K | $775K | 1.4% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | $28K | $771K | 1.4% | |
| T. Rowe Price Retirement 2035 I Mutual fund | Other securities | — | $35K | $730K | 1.4% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | $21K | $716K | 1.3% | |
| Invesco Small Cap Value R6 Mutual fund | Mutual Funds | — | $27K | $702K | 1.3% | |
| PGIM Total Return Bond R6 Mutual fund | Other securities | — | $53K | $630K | 1.2% | |
| T. Rowe Price Retirement 2040 I Mutual fund | Other securities | — | $20K | $615K | 1.1% | |
| Vanguard Strategic Equity Investment Mutual fund | Mutual Funds | — | $14K | $489K | 0.9% | |
| T. Rowe Price Retirement 2015 I Mutual fund | Other securities | — | $35K | $438K | 0.8% | |
| T. Rowe Price Retirement 2020 I Mutual fund | Other securities | — | $23K | $420K | 0.8% | |
| Fidelity International Index Mutual fund | Mutual Funds | — | $8K | $368K | 0.7% | |
| T. Rowe Price Retirement 2010 1 Mutual fund | Other securities | — | $22K | $353K | 0.7% | |
| Notes receivable from participants Interest rates (4.25% - 9.5%) | Bonds / Notes | — | — | $338K | 0.6% | |
| BlackRock Inflation Protected Bond K Mutual fund | Other securities | — | $21K | $199K | 0.4% | |
| Fidelity Advisor Small Cap Growth I Mutual fund | Mutual Funds | — | $6K | $196K | 0.4% | |
| Brighthouse Variable Annuity Series** Individual annuity contracts | Other securities | — | — | $168K | 0.3% | |
| T. Rowe Price Retirement 2065 I Mutual fund | Other securities | — | $11K | $138K | 0.3% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / 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.
