Michael Jeffers signed George E. Booth Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
George E. Booth Co., LLC's EIN is 35-1126665.
Download the official 2024 Form 5500 (PDF) for George E. Booth Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)George E. Booth Co., 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
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 52,870 | Mutual Funds | — | — | $2.0M | 17.8% | |
| Vanguard Target Retirement 2045 Fund 49,860 | Mutual Funds | — | — | $1.5M | 13.1% | |
| Vanguard Target Retirement 2025 Fund 64,600 | Mutual Funds | — | — | $1.2M | 10.7% | |
| Vanguard Target Retirement 2035 Fund 45,069 | Mutual Funds | — | — | $1.1M | 9.6% | |
| Vanguard Target Retirement 2020 Fund 32,792 | Mutual Funds | — | — | $868K | 7.7% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $788K | 7.0% | |
| Vanguard Target Retirement 2050 Fund 14,354 | Mutual Funds | — | — | $715K | 6.4% | |
| JPMorgan Large Cap Growth Fund 5,816 | Other securities | — | — | $487K | 4.3% | |
| Vanguard Target Retirement 2040 Fund 9,872 | Mutual Funds | — | — | $427K | 3.8% | |
| Fidelity 500 Index Fund 1,946 | Common Collective Trusts | — | — | $397K | 3.5% | |
| Vanguard Target Retirement 2060 Fund 7,202 | Mutual Funds | — | — | $369K | 3.3% | |
| Vanguard Target Retirement 2055 Fund 5,615 | Mutual Funds | — | — | $312K | 2.8% | |
| Vanguard Target Retirement 2070 Fund 4,473 | Mutual Funds | — | — | $119K | 1.1% | |
| Janus Henderson Enterprise Fund 784 | Mutual Funds | — | — | $113K | 1.0% | |
| Vanguard Selected Value Fund 3,879 | Mutual Funds | — | — | $105K | 0.9% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25%-8.50% with maturities through October 2035 0 | Bonds / Notes | — | — | $101K | 0.9% | |
| Vanguard Target Retirement 2065 Fund 2,908 | Mutual Funds | — | — | $98K | 0.9% | |
| New World Fund Inc 1,051 | Common Stocks | — | — | $81K | 0.7% | |
| Vanguard Target Retirement Income Fund 4,415 | Mutual Funds | — | — | $58K | 0.5% | |
| T. Rowe Price Overseas Stock I Fund 4,264 | Other securities | — | — | $53K | 0.5% | |
| Fidelity Mid Cap Index Fund 1,572 | Common Collective Trusts | — | — | $53K | 0.5% | |
| REGISTERED INVESTMENT COMPANIES DFA Real Estate Securities Portfolio 1,118 | Mutual Funds | — | — | $45K | 0.4% | |
| Janus Investment Fund - Janus Henderson Triton Fund 1,493 | Mutual Funds | — | — | $41K | 0.4% | |
| Fidelity Small Cap Index Fund 1,371 | Common Collective Trusts | — | — | $38K | 0.3% | |
| Fidelity International Index Fund 597 | Common Collective Trusts | — | — | $28K | 0.3% | |
| Vanguard Equity Income Fund 256 | Mutual Funds | — | — | $23K | 0.2% | |
| PIMCO Income Fund 1,847 | Mutual Funds | — | — | $19K | 0.2% | |
| DFA US Targeted Value Portfolio 510 | Mutual Funds | — | — | $18K | 0.2% | |
| Nuveen Lifecycle Index Retirement Income Fund 1,085 | Mutual Funds | — | — | $17K | 0.2% | |
| Schwab Treasury Inflation Protected Securities Index Fund 691 | U.S. Treasuries | — | — | $7K | <0.1% | |
| Fidelity Total Bond Fund 550 | Mutual Funds | — | — | $5K | <0.1% | |
| iShares US Aggregate Bond Index Fund 221 | Common Collective Trusts | — | — | $2K | <0.1% |
