Suzanne Zorrilla signed Box Acquisitions, LLC (DBA Box Partners, LLC)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Box Acquisitions, LLC (DBA Box Partners, LLC)'s EIN is 27-1454192.
Download the official 2024 Form 5500 (PDF) for Box Acquisitions, LLC (DBA Box Partners, LLC) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Box Acquisitions, LLC (DBA Box Partners, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $33K | — |
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** Fidelity Freedom Index 2035 Fund Institutional | Mutual Funds | — | — | $2.9M | 23.1% | |
| Fidelity** Fidelity Freedom Index 2025 Fund Institutional | Mutual Funds | — | — | $1.9M | 15.4% | |
| Fidelity** Fidelity Freedom Index 2045 Fund Institutional | Mutual Funds | — | — | $1.4M | 11.0% | |
| Fidelity** Fidelity Freedom Index 2040 Fund Institutional | Mutual Funds | — | — | $981K | 7.8% | |
| Fidelity** Fidelity Freedom Index 2030 Fund Institutional | Mutual Funds | — | — | $922K | 7.4% | |
| Fidelity** Fidelity 500 Index Fund | Common Collective Trusts | — | — | $895K | 7.1% | |
| Fidelity** Fidelity Freedom Index 2060 Fund Institutional | Mutual Funds | — | — | $676K | 5.4% | |
| Fidelity** Fidelity Freedom Index 2050 Fund Institutional | Mutual Funds | — | — | $477K | 3.8% | |
| Fidelity** Fidelity Freedom Index 2055 Fund Institutional | Mutual Funds | — | — | $461K | 3.7% | |
| Putnam Large Cap Growth Fund Class R6 | Mutual Funds | — | — | $370K | 3.0% | |
| Fidelity** Fidelity Freedom Index 2020 Fund Institutional | Mutual Funds | — | — | $234K | 1.9% | |
| Fidelity** Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $202K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 | Other securities | — | — | $185K | 1.5% | |
| Participants** Participant notes receivable bearing interest rates ranging from 0.09 to 10.00 percent - | Other securities | — | — | $152K | 1.2% | |
| Fidelity** Fidelity International Index Fund | Common Collective Trusts | — | — | $124K | 1.0% | |
| Fidelity** Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $122K | 1.0% | |
| MFS Value Fund Class R6 | Mutual Funds | — | — | $79K | 0.6% | |
| Fidelity** Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $63K | 0.5% | |
| Fidelity** Fidelity Freedom Index 2065 Fund Institutional | Mutual Funds | — | — | $55K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $53K | 0.4% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $44K | 0.4% | |
| Fidelity** Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $42K | 0.3% | |
| MFS International Growth Fund Class R6 | Mutual Funds | — | — | $41K | 0.3% | |
| JPMorgan Government Bond Fund Class R6 | U.S. Treasuries | — | — | $37K | 0.3% | |
| Putnam Small Cap Growth Fund Class R6 | Mutual Funds | — | — | $29K | 0.2% | |
| Fidelity** Fidelity Freedom Index Income Fund Institutional | Mutual Funds | — | — | $26K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio | Mutual Funds | — | — | $14K | 0.1% | |
| Allspring Small Company Value Fund Class R6 | Common Stocks | — | — | $14K | 0.1% | |
| Fidelity** Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| John Hancock John Hancock Bond Fund Class R6 | Other securities | — | — | $6K | <0.1% | |
| Fidelity** Fidelity Freedom Index 2070 Fund Institutional * 311 Fidelity** Fidelity Government Money Market Fund Class K6 * 907 PGIM High Yield Fund - Class R6 | Mutual Funds | — | — | $5K | <0.1% | |
| American Century American Century Multisector Income Fund R6 Class | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
