Shaun Tipton signed Bolin Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bolin Enterprises, Inc.'s EIN is 37-1261027.
Download the official 2024 Form 5500 (PDF) for Bolin Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bolin Enterprises, 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 |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $20K | — |
| OSAIC WEALTH, INC. | 93-0987232 | — | NONE | $20K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2030 Fund K 97,684 | Other securities | — | — | $1.7M | 19.5% | |
| BlackRock LifePath Index 2040 Fund K 41,955 | Other securities | — | — | $858K | 10.0% | |
| Vanguard Extended Market Index Fund Instl Plus 1860 2,216 | Common Collective Trusts | — | — | $788K | 9.2% | |
| Vanguard Growth Index Institutional 3,658 | Mutual Funds | — | — | $773K | 9.1% | |
| Trustee Lifestyle Moderate Fund Class 1 11,559 | Other securities | — | — | $701K | 8.2% | |
| TRST LIFESTYLE MOD FND CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 004 | Common Collective Trust | — | — | $701K | 8.2% | |
| REGISTERED INVESTMENT COMPANIES BlackRock LifePath Index Retirement Fund K 41,367 | Other securities | — | — | $569K | 6.7% | |
| Trustee Lifestyle Aggressive Fund Class 1 7,491 | Other securities | — | — | $552K | 6.5% | |
| TRST LIFESTYLE AGGR FND CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 005 | Common Collective Trust | — | — | $552K | 6.5% | |
| Vanguard Institutional Index Instl Pl 1,145 | Mutual Funds | — | — | $548K | 6.4% | |
| Vanguard Value Index I 4,743 | Mutual Funds | — | — | $313K | 3.7% | |
| Trustee Lifestyle Conservative Fund Class 1 6,155 | Other securities | — | — | $295K | 3.5% | |
| TRST LIFESTYLE CONSRV FND CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 003 | Common Collective Trust | — | — | $295K | 3.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.5%, with maturities through November 2029 0 | Bonds / Notes | — | — | $295K | 3.5% | |
| Vanguard FTSE All World ex US Index Fund Instl 2,214 | Common Collective Trusts | — | — | $250K | 2.9% | |
| CMFG Life Stable Value 10,587 | Stable Value | — | — | $238K | 2.8% | |
| BlackRock LifePath Index 2050 Fund K 9,927 | Other securities | — | — | $231K | 2.7% | |
| BlackRock LifePath Index 2055 Fund K 4,599 | Other securities | — | — | $111K | 1.3% | |
| COLLECTIVE TRUST FUNDS * Trustee Diversified Equity Fund Class 1 2,147 | Common Collective Trusts | — | — | $92K | 1.1% | |
| TRST DIVERS EQUITY FND CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 001 | Common Collective Trust | — | — | $92K | 1.1% | |
| BlackRock LifePath Index 2035 Fund K 3,884 | Other securities | — | — | $73K | 0.9% | |
| Vanguard Total Bond Market Index Fund Instl Plus 7,000 | Common Collective Trusts | — | — | $66K | 0.8% | |
| BlackRock LifePath Index 2045 Fund K 2,754 | Other securities | — | — | $61K | 0.7% | |
| BlackRock LifePath Index 2060 Fund K 1,921 | Other securities | — | — | $41K | 0.5% | |
| BlackRock LifePath Index 2065 Fund K 118 | Other securities | — | — | $2K | <0.1% | |
| TRST LIFESTYLE INCOME FND CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 002 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
