Rich Borgetti signed MR. BULT'S, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MR. BULT'S, Inc.'s EIN is 36-3408042.
Download the official 2024 Form 5500 (PDF) for MR. BULT'S, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MR. BULT'S, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $13K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Loomis Sayles Investment Grade Bond Mutual Fund | Other securities | — | — | $4.5M | 19.5% | |
| Ishares S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.2M | 13.9% | |
| Putnam Growth Opportunity Mutual Fund | Mutual Funds | — | — | $1.9M | 8.1% | |
| Blackrock Equity Dividend A Mutual Fund | Other securities | — | — | $1.8M | 7.9% | |
| Ishares MSCI Eafe Intl Index Mutual Fund | Other securities | — | — | $1.2M | 5.4% | |
| American Funds New World Mutual Fund | Mutual Funds | — | — | $1.1M | 5.0% | |
| Pimco Real Return Mutual Fund | Mutual Funds | — | — | $1.0M | 4.5% | |
| MFS International Growth Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 4.4% | |
| Victory Sycamore Est Value Mutual Fund | Other securities | — | — | $976K | 4.2% | |
| Transamerica International Equity Mutual Fund | Other securities | — | — | $970K | 4.2% | |
| Columbia Mid Cap Index Mutual Fund | Other securities | — | — | $905K | 3.9% | |
| Eaton Vance Atlanta Capital Mutual Fund | Other securities | — | — | $770K | 3.3% | |
| Blackrock Fed Fund Mutual Fund | Other securities | — | — | $753K | 3.3% | |
| PGIM High Yield Fund Mutual Fund | Other securities | — | — | $631K | 2.7% | |
| Pimco Comm Plus Strat Instl Mutual Fund | Mutual Funds | — | — | $528K | 2.3% | |
| Undiscovered Mgr Behavioral A Mutual Fund 292 Undiscovered Mgr Behavioral R6 Mutual Fund | Other securities | — | — | $476K | 2.1% | |
| NYLI CBRE Real Estate Fund Mutual Fund | Other securities | — | — | $434K | 1.9% | |
| Clearbridge Small Cap Mutual Fund | Other securities | — | — | $390K | 1.7% | |
| Columbia Small Cap Index Mutual Fund | Other securities | — | — | $330K | 1.4% | |
| Voya GNMA Income Mutual Fund | Agency / Mortgage-Backed | — | — | $37K | 0.2% | |
| Invesco Global Mutual 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCMAHON & ASSOCIATES, CPA PC | 35-1438231 | — | AUDITOR | $9K | — |
