Joseph Michael Hardy signed Bolger LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bolger LLC's EIN is 26-2884864.
Download the official 2023 Form 5500 (PDF) for Bolger LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bolger LLC'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAYS GROUP, INC. | 41-1784898 | — | NONE | $15K | — |
| LB CARLSON, LLP | 41-1504933 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $25.2M | 90.1% | |
| [Assets held in common collective trust] | Other | — | — | $2.5M | 9.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2.5M | 9.1% | |
| [Assets held in participant loans] | Other | — | — | $198K | 0.7% |
| $2K |
| — |
