The Boler Company's EIN is 36-2928548.
Download the official 2024 Form 5500 (PDF) for The Boler Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Boler Company's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | NONE | $112K | — |
| VANGUARD FIDUCIARY TRUST COMPANY | 23-3080210 | — | NONE | $42K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group Fixed Income Long-Term Investment Grade Fund Admiral | Mutual Funds | — | $74.1M | $56.7M | 19.3% | |
| The Vanguard Group Total Stock Market Index Fund Institutional | Common Collective Trusts | — | $24.9M | $52.2M | 17.8% | |
| The Vanguard Group Total International Stock Index Institutional | Mutual Funds | — | $30.5M | $34.7M | 11.8% | |
| The Vanguard Group Windsor Fund Admiral | Mutual Funds | — | $28.1M | $28.7M | 9.8% | |
| The Vanguard Group Primecap Fund Admiral | Mutual Funds | — | $22.1M | $27.5M | 9.4% | |
| The Vanguard Group International Growth Fund Admiral | Mutual Funds | — | $17.7M | $18.7M | 6.4% | |
| The Vanguard Group International Value Fund | Mutual Funds | — | $17.5M | $18.4M | 6.3% | |
| s * The Vanguard Group Long-Term Treasury Index Fund Admiral | Mutual Funds | — | $14.5M | $14.4M | 4.9% | |
| Money Market Fund First American Treasury Obligation Fund Class Z | Cash / Money Market | — | $7.4M | $7.4M | 2.5% | |
| NISA US Treasury Bond 3.000% 5/15/2045 | U.S. Treasuries | — | $6.0M | $6.0M | 2.0% | |
| NISA US Treasury Bond 4.500% 11/15/2054 | U.S. Treasuries | — | $6.0M | $5.9M | 2.0% | |
| US Government Securities NISA US Treasury Bond Strip 2/15/2052 | U.S. Treasuries | — | $6.0M | $5.9M | 2.0% | |
| NISA US Treasury Bond 3.500% 2/15/2053 | U.S. Treasuries | — | $5.9M | $5.9M | 2.0% | |
| NISA US Treasury Bond 3.000% 5/15/2047 | U.S. Treasuries | — | $5.9M | $5.8M | 2.0% | |
| NISA US Treasury Bond 3.625% 5/15/2053 | U.S. Treasuries | — | $4.5M | $4.5M | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
