Michelle Dupell signed Boscov's, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boscov's, Inc.'s EIN is 23-1571589.
Download the official 2024 Form 5500 (PDF) for Boscov's, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boscov's, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $226K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $19.8M | 13.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $16.3M | 11.1% | |
| Fidelity Investments Fidelity Investments Contrafund Fund | Mutual Funds | — | — | $15.7M | 10.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $10.4M | 7.1% | |
| Vanguard Group - Vanguard Federal Money Market Investor Fund | Mutual Funds | — | — | $9.9M | 6.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $9.5M | 6.5% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $9.5M | 6.4% | |
| Janus Henderson Janus Henderson Enterprise Fund | Mutual Funds | — | — | $7.2M | 4.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6.9M | 4.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.3M | 4.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $5.9M | 4.0% | |
| JPMorgan Equity Income Fund | Other securities | — | — | $5.0M | 3.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.1M | 2.1% | |
| Registered Investment Companies American Century Investments American Century Mid Cap Value Fund | Other securities | — | — | $2.8M | 1.9% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $2.8M | 1.9% | |
| American Funds American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $2.7M | 1.8% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $2.4M | 1.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.1M | 1.4% | |
| Participant Loans 5.25% to 10.50% | Bonds / Notes | — | — | $2.0M | 1.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $2.0M | 1.3% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $1.4M | 1.0% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $744K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $734K | 0.5% | |
| Invesco Discovery Fund | Mutual Funds | — | — | $733K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $601K | 0.4% | |
| American Century Investments American Century Small Cap Value Fund | Other securities | — | — | $336K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $203K | 0.1% | |
| Principal Global Investors - Principal LargeCap S&P 500 Index Separate Account-NE | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $4K | <0.1% | |
| (E) | Other securities | — | — | $2K | <0.1% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $891 | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $866 | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $789 | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $567 | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $453 | <0.1% | |
| INVESCO STABLE VALUE TR CLS A1 INVESCO NATIONAL TRUST CO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
