Brandi Bosselman signed Bosselman Administrative Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bosselman Administrative Services, Inc.'s EIN is 27-1843513.
Download the official 2024 Form 5500 (PDF) for Bosselman Administrative Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bosselman Administrative Services, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | INVESTMENT ADVISORY | $43K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMER CENTURY ONE CH TGT 2030 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.0M | 14.0% | |
| AMER CENTURY ONE CH TGT 2045 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.8M | 12.3% | |
| AMER CENTURY IN ONE CH TGT TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 10.3% | |
| AMER CENTURY ONE CH TGT 2025 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 10.1% | |
| AB Lg Cap Gr Z | Other securities | — | — | $1.1M | 7.7% | |
| AMER CENTURY ONE CH TGT 2035 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.1M | 7.6% | |
| AMER CENTURY ONE CH TGT 2055 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $950K | 6.6% | |
| Vanguard Total Stock Mkt Index Adm | Mutual Funds | — | — | $656K | 4.5% | |
| AMER CENTURY ONE CH TGT 2040 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $456K | 3.2% | |
| MFS Mid Cap Gr R6 | Mutual Funds | — | — | $428K | 3.0% | |
| AMER CENTURY ONE CH TGT 2050 TR I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $419K | 2.9% | |
| Pioneer Bd Y | Other securities | — | — | $361K | 2.5% | |
| Janus Henderson Balanced T | Mutual Funds | — | — | $359K | 2.5% | |
| JPMorgan Eq Inc R6 | Common Stocks | — | — | $331K | 2.3% | |
| Transamerica Life Ins. Co. Stable Val Strategy - TLIC | Common Stocks | — | — | $299K | 2.1% | |
| American Century American Century Mid Cap Val R6 | Other securities | — | — | $293K | 2.0% | |
| JPMorgan Small Cap Gr R6 | Other securities | — | — | $247K | 1.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $183K | 1.3% | |
| MFS Intl Gr R6 | Mutual Funds | — | — | $132K | 0.9% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $109K | 0.8% | |
| Dimensional DFA Emerging Mkts Small Cap I | Mutual Funds | — | — | $63K | 0.4% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $61K | 0.4% | |
| Transamerica Capital, Inc. Transamerica Intl Eq R6 | Common Stocks | — | — | $53K | 0.4% | |
| Delaware Small Cap Val Instl | Other securities | — | — | $49K | 0.3% | |
| AMERICAN CENTURY ONE CH TGT 2065 TR AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $34K | 0.2% | |
| AMERICAN CENTURY ONE CH TGT DT 2060 AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $22K | 0.2% | |
| Blackrock iShares MSCI EAFE Intl Idx K | Common Collective Trusts | — | — | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
