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Original filing (PDF)20250724070509NAL0004301937001
JOHN BOOS & CO.
Form 5500
FILING_RECEIVED
JOHN BOOS & CO. 401(K) PLAN
401(k) retirement plan
Active participants
320
Accounts w/ balance
233
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN BOOS & CO..
Plan sponsor
Name
JOHN BOOS & CO.
EIN
36-4060778
Address
3601 S BANKER ST · EFFINGHAM, IL · 62401
Phone
(217) 347-7701
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | INVESTMENT/FINANCIAL ADVI | $36K | — |
Investments
30 direct securities · 1 pooled fund· $21.4M(100% of reported assets)
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.
Registered Investment Companies
$20.7M
30 holdings
Common Collective Trust
$711K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $3.0M | 14.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.7M | 12.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 9.9% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.5M | 6.8% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 5.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 4.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $827K | 3.9% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $826K | 3.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $804K | 3.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $711K | 3.3% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $684K | 3.2% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $677K | 3.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $603K | 2.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $602K | 2.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $547K | 2.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $528K | 2.5% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $496K | 2.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $403K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $376K | 1.8% | |
| FIDELITY SMALL CAP GROWTH IDX | Registered Investment Companies | — | — | $334K | 1.6% | |
| AMERICAN FUNDS US GOV SEC R6 | Registered Investment Companies | — | — | $309K | 1.4% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $286K | 1.3% | |
| AB GLOBAL RE INVESTMENT I | Registered Investment Companies | — | — | $222K | 1.0% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $187K | 0.9% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $158K | 0.7% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $114K | 0.5% | |
| ISHARES TOTAL U.S. STOCK MKT K | Registered Investment Companies | — | — | $75K | 0.4% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $74K | 0.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $59K | 0.3% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $31K | 0.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $29K | 0.1% |
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