Rayna Bissey signed John BOOS & Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John BOOS & Co.'s EIN is 36-4060778.
Download the official 2024 Form 5500 (PDF) for John BOOS & Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John BOOS & Co.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-1237041 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $36K |
| — |
