Debra Kinney signed The Boler Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
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 profit-sharing, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $1.9M | 18.0% | |
| VFTC TARGET RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $954K | 8.8% | |
| VFTC TARGET RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $913K | 8.5% | |
| VFTC TARGET RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $487K | 4.5% | |
| VFTC TARGET RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $466K | 4.3% | |
| VFTC TARGET RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $433K | 4.0% | |
| VFTC TARGET RETIREMENT INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $386K | 3.6% | |
| through October, 2029 | Other securities | — | — | $381K | 3.5% | |
| STABLE VALUE ASSET FUND INVESCO · EIN 24-3884161 / PN 001 | Common Collective Trust | — | — | $326K | 3.0% | |
| Vanguard* Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $300K | 2.8% | |
| Vanguard* Value Index Fund Admiral Shares 836 Vanguard* Wellesley Income Admiral Shares | Common Collective Trusts | — | — | $280K | 2.6% | |
| Vanguard* Target Retirement 2040 Fund | Mutual Funds | — | — | $275K | 2.5% | |
| VFTC TARGET RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $229K | 2.1% | |
| VFTC TARGET RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $216K | 2.0% | |
| Vanguard* 500 Index Fund Adminral Shares | Common Collective Trusts | — | — | $209K | 1.9% | |
| Vanguard* Target Retirement 2060 Fund | Mutual Funds | — | — | $199K | 1.8% | |
| VFTC TARGET RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $156K | 1.4% | |
| Vanguard* Target Retirement 2035 Fund | Mutual Funds | — | — | $151K | 1.4% | |
| Dodge & Cox Income Fund Class I 6 BlackRock High Yield Fund K 74 Brown Advisory Growth Equity | Mutual Funds | — | — | $148K | 1.4% | |
| Vanguard* Information Technology Fund Admiral Shares | Mutual Funds | — | — | $143K | 1.3% | |
| Vanguard* Target Retirement 2055 Fund | Mutual Funds | — | — | $142K | 1.3% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $142K | 1.3% | |
| Vanguard* U.S. Growth Fund Admiral Shares | Mutual Funds | — | — | $140K | 1.3% | |
| Vanguard* Target Retirement 2030 Fund | Mutual Funds | — | — | $130K | 1.2% | |
| Vanguard* MidCap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $107K | 1.0% | |
| Vanguard* MidCap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $107K | 1.0% | |
| Vanguard* International Growth Fund Admiral Shares | Mutual Funds | — | — | $102K | 0.9% | |
| Vanguard* Target Retirement 2045 Fund | Mutual Funds | — | — | $101K | 0.9% | |
| Vanguard* Health Care Fund Admiral Shares | Mutual Funds | — | — | $78K | 0.7% | |
| Principal MidCap S&P 400 Index Fund Institutional Class 804 Vanguard* Capital Opprtunity Fund Admiral Shares | Common Collective Trusts | — | — | $74K | 0.7% | |
| Vanguard* Sm Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $69K | 0.6% | |
| Vanguard* Windsor II Fund Admiral Shares | Mutual Funds | — | — | $66K | 0.6% | |
| Vanguard* Target Retirement 2050 Fund | Mutual Funds | — | — | $62K | 0.6% | |
| Vanguard* Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $55K | 0.5% | |
| Invesco Global Opportunity Fund R6 | Mutual Funds | — | — | $47K | 0.4% | |
| Vanguard* Financials Index Fund Admiral Shares 922 Vanguard* Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $46K | 0.4% | |
| Janus Henderson Small Cap Value Fund Class I 727 John Hancock Bond Fund R6 | Mutual Funds | — | — | $43K | 0.4% | |
| Nuveen Quant Small Cap Equity Fund R6 Class | Mutual Funds | — | — | $42K | 0.4% | |
| Vanguard* International Value Fund Investor Shares | Mutual Funds | — | — | $41K | 0.4% | |
| Janus Henderson Global Life Sciences Fund Class I | Mutual Funds | — | — | $41K | 0.4% | |
| Vanguard* Target Retirement 2025 Fund | Mutual Funds | — | — | $39K | 0.4% | |
| VFTC TARGET RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $33K | 0.3% | |
| Vanguard* Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $33K | 0.3% | |
| Vanguard* Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $32K | 0.3% | |
| Vanguard* Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $32K | 0.3% | |
| Lord Abbitt High Yield Fund R6 | Other securities | — | — | $31K | 0.3% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $29K | 0.3% | |
| Vanguard* STAR Fund Investor Shares | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard* Cash Reserves Fund Admiral Shares | Mutual Funds | — | — | $25K | 0.2% | |
| Vanguard* Intermediate Term Bond Fund Admiral Shares 77 Vanguard* Materials Index Fund Admiral Shares | Common Collective Trusts | — | — | $24K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
