Boyer & Ritter CPAS' EIN is 23-1311005.
Download the official 2024 Form 5500 (PDF) for Boyer & Ritter CPAS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boyer & Ritter CPAS' 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 |
|---|---|---|---|---|---|
| LETORT MANAGEMENT & TRUST CO. | 25-1900215 | — | NONE | $120K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Inst Prem Fund | Common Collective Trusts | — | — | $7.7M | 14.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $7.0M | 13.3% | |
| Vanguard Total Bond Market | Mutual Funds | — | — | $3.3M | 6.4% | |
| Vanguard Short Term Inv Grade | Mutual Funds | — | — | $3.3M | 6.3% | |
| Dodge & Cox Income | Mutual Funds | — | — | $2.5M | 4.8% | |
| Baird Short Term Bond | Other securities | — | — | $2.5M | 4.8% | |
| Causeway International Value Instl | Other securities | — | — | $2.1M | 4.0% | |
| Artisan International Fund Advisor | Other securities | — | — | $2.1M | 4.0% | |
| Davis NY Venture | Other securities | — | — | $1.8M | 3.4% | |
| Boston Partners S/C Value 2-Inst | Other securities | — | — | $1.8M | 3.4% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $1.8M | 3.4% | |
| FMI Large Cap Inst | Other securities | — | — | $1.7M | 3.3% | |
| Baird Mid Cap Fund | Other securities | — | — | $1.7M | 3.3% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.7M | 3.3% | |
| Coho Relative Value Equity | Other securities | — | — | $1.7M | 3.3% | |
| Blackrock Strat Inc Opp | Common Stocks | — | — | $1.7M | 3.2% | |
| Vanguard Short Term Fed | Mutual Funds | — | — | $1.7M | 3.2% | |
| DFA Emerging Mkts Core | Mutual Funds | — | — | $1.1M | 2.0% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $1.0M | 2.0% | |
| Vanguard Value Index Admiral | Mutual Funds | — | — | $1.0M | 2.0% | |
| PIMCO All Asset | Mutual Funds | — | — | $837K | 1.6% | |
| Fidelity Conservative Inc Bond | Mutual Funds | — | — | $825K | 1.6% | |
| JP Morgan Sm Cap Growth | Other securities | — | — | $703K | 1.3% | |
| LeTort Trust | Other securities | — | — | $53K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
