Erica Galioto signed Bohler Engineering P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bohler Engineering P.C.'s EIN is 22-2592713.
Download the official 2024 Form 5500 (PDF) for Bohler Engineering P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bohler Engineering P.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $78K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANG 500 INDEX ADM | Common Collective Trusts | — | $9.7M | $15.8M | 11.2% | |
| AF GRTH FUND AMER R6 | Other securities | — | $12.7M | $14.6M | 10.4% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | $11.6M | $14.0M | 9.9% | |
| FID LG CAP VAL IDX | Common Collective Trusts | — | $7.9M | $10.1M | 7.2% | |
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | $7.6M | $9.4M | 6.6% | |
| BLKRK LP IDX 2050 K | Common Collective Trusts | — | $7.0M | $8.5M | 6.1% | |
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | $7.0M | $8.0M | 5.7% | |
| J H ENTERPRISE I | Other securities | — | $5.1M | $5.7M | 4.1% | |
| FID LG CAP GR IDX | Common Collective Trusts | — | $3.5M | $5.0M | 3.5% | |
| TA INTL EQUITY I | Other securities | — | $4.1M | $4.5M | 3.2% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | $3.0M | $3.5M | 2.5% | |
| FID US BOND IDX | Common Collective Trusts | — | $3.9M | $3.5M | 2.5% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $3.5M | $3.5M | 2.4% | |
| AS SPL SM CAP VAL IS | Other securities | — | $2.7M | $3.1M | 2.2% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | $2.7M | $3.1M | 2.2% | |
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | $2.4M | $2.6M | 1.8% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | $2.6M | $2.5M | 1.8% | |
| AS SPL MID CP VAL IS | Other securities | — | $2.1M | $2.5M | 1.8% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $1.8M | $2.4M | 1.7% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | $1.8M | $2.4M | 1.7% | |
| OAKMARK EQ & INC INV | Common Stocks | — | $1.9M | $2.1M | 1.5% | |
| VANG INFL PROT ADM | Other securities | — | $2.4M | $2.1M | 1.5% | |
| VANG TOT INTL STK AD | Other securities | — | $1.8M | $1.9M | 1.3% | |
| PGIM HIGH YIELD R6 | Other securities | — | $1.8M | $1.8M | 1.3% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $1.8M | $1.8M | 1.3% | |
| AF CORP BOND R6 | Common Stocks | — | $1.6M | $1.6M | 1.1% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $1.3M | 0.9% | |
| FID EMERGING MKTS K | Mutual Funds | — | $897K | $921K | 0.7% | |
| VANG TOT BD MKT ADM | Other securities | — | $802K | $743K | 0.5% | |
| VAN REAL EST IDX ADM | Common Collective Trusts | — | $723K | $736K | 0.5% | |
| AM CENT SM CAP GR R6 | Other securities | — | $592K | $714K | 0.5% | |
| VANG GNMA ADM | Agency / Mortgage-Backed | — | $722K | $656K | 0.5% | |
| BWG GLB OPP BOND I | Other securities | — | $37K | $31K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
