Cindy Morel signed BOSE McKinney & Evans LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOSE McKinney & Evans LLP's EIN is 35-0957980.
Download the official 2024 Form 5500 (PDF) for BOSE McKinney & Evans LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOSE McKinney & Evans LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENWALT CPAS, INC. | 35-1489621 | — | AUDITOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Accounts | Self-Directed Brokerage | — | — | $27.1M | 19.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $21.6M | 15.3% | |
| Vanguard Wellington Fund Admiral | Mutual Funds | — | — | $9.4M | 6.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $9.0M | 6.4% | |
| Fidelity LC Growth Index Institutional Prem | Mutual Funds | — | — | $6.9M | 4.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $6.1M | 4.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.9M | 4.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $5.8M | 4.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $5.4M | 3.8% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $4.6M | 3.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.1M | 2.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $3.9M | 2.8% | |
| Fidelity LC Value Index Institutional Prem | Mutual Funds | — | — | $3.8M | 2.7% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $3.4M | 2.4% | |
| Fidelity Interm Treasury Bond Index | U.S. Treasuries | — | — | $3.1M | 2.2% | |
| Fidelity Sm Cap Growth Index | Mutual Funds | — | — | $2.9M | 2.1% | |
| DFA Emerging Markets | Mutual Funds | — | — | $2.5M | 1.7% | |
| Fidelity SC Value Index Fund | Common Collective Trusts | — | — | $2.4M | 1.7% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $2.0M | 1.4% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $1.8M | 1.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.3M | 0.9% | |
| Fidelity Inf-Pr Bond Index Fund | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $997K | 0.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $650K | 0.5% | |
| Participant loans | Participant loans | — | — | $465K | 0.3% | |
| DFA International Small Company prt cl I | Mutual Funds | — | — | $457K | 0.3% | |
| Fidelity Total International Index | Mutual Funds | — | — | $415K | 0.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $351K | 0.2% | |
| JPMorgan US Govt MMkt Cap CL | Other securities | — | — | $18K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
