Donna Van DYKE signed The Boldt Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Boldt Group Inc.'s EIN is 39-1481879.
Download the official 2024 Form 5500 (PDF) for The Boldt Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Boldt Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL LLC | — | BROOKFIELD, WA | NONE | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K6 Mutual fund N/A | Mutual Funds | — | — | $17.6M | 12.0% | |
| Fidelity 500 Index Institutional Prem Mutual fund N/A | Common Collective Trusts | — | — | $14.6M | 10.0% | |
| Vanguard Target Retirement 2030 Inv Mutual fund N/A | Mutual Funds | — | — | $10.2M | 7.0% | |
| Vanguard Mid Cap Index Institutional Mutual fund N/A | Mutual Funds | — | — | $9.4M | 6.4% | |
| Value of Interest in Registered Investment Companies AB Discovery Growth - Z AB Discovery Growth - Z | Other securities | — | $7.0M | $8.1M | 5.6% | |
| Vanguard Target Retirement 2025 Inv Mutual fund N/A | Mutual Funds | — | — | $8.0M | 5.5% | |
| JPMorgan US Value Fund R6 Mutual fund N/A | Other securities | — | — | $7.7M | 5.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.6M | 5.2% | |
| Federated Hermes Intl Equity R6 Mutual fund N/A | Other securities | — | — | $7.4M | 5.0% | |
| Vanguard Target Retirement 2045 Inv Mutual fund N/A | Mutual Funds | — | — | $6.4M | 4.4% | |
| Baird Aggregate Bond Inst Baird Aggregate Bond Inst | Other securities | — | $5.7M | $5.6M | 3.8% | |
| Vanguard Target Retirement Income Inv Mutual fund N/A | Mutual Funds | — | — | $5.2M | 3.6% | |
| Vanguard Target Retirement 2050 Inv Mutual fund N/A | Mutual Funds | — | — | $5.0M | 3.4% | |
| Vanguard Target Retirement 2035 Inv Mutual fund N/A | Mutual Funds | — | — | $4.9M | 3.4% | |
| Vanguard Target Retirement 2040 Inv Mutual fund N/A | Mutual Funds | — | — | $4.7M | 3.2% | |
| Vanguard Target Retirement 2055 Inv Mutual fund N/A | Mutual Funds | — | — | $4.4M | 3.0% | |
| Vanguard Target Retirement 2020 Inv Mutual fund N/A | Mutual Funds | — | — | $3.9M | 2.6% | |
| FMI Common Stock Fund-Inst Mutual fund N/A | Common Stocks | — | — | $3.4M | 2.3% | |
| Vanguard Target Retirement 2060 Inv Mutual fund N/A | Mutual Funds | — | — | $3.0M | 2.1% | |
| DFA Inflation-Protected Securities I Mutual fund N/A | Mutual Funds | — | — | $2.0M | 1.4% | |
| Vanguard Target Retirement 2065 Inv Mutual fund N/A | Mutual Funds | — | — | $1.2M | 0.8% | |
| GS Emerg Mrkts Eqty-R6 Mutual fund N/A | Other securities | — | — | $952K | 0.7% | |
| MFS Emerging Markets Debt Fund R6 Mutual fund N/A | Mutual Funds | — | — | $567K | 0.4% | |
| Victory Munder Intl Small-Cap-R6 Mutual fund N/A | Other securities | — | — | $526K | 0.4% | |
| Northwestern Mutual Life Insurance Cash Surrender Value of Life Company Insurance N/A | Cash / Money Market | — | — | $44K | <0.1% | |
| Northwestern Mutual Life FBO Boldt, Thomas Policy #8034714 Dtd 03/19801.000 Northwestern Mutual Life FBO Boldt, T | Other securities | — | $14K | $15K | <0.1% | |
| Northwestern Mutual Life FBO Loughrin, Patrick Pol #8312816 Dtd 03/19811.000 Northwestern Mutual Life FBO Loughrin 12,225.54 | Other securities | — | $12K | $13K | <0.1% | |
| Value of Funds Held in Insurance Co. General Account (Unallocated Contracts) Northwestern Mutual Life FBO Boldt, Thomas Policy #7329892 Dtd 03/19771.000 Northwestern Mutual Life FBO Boldt, T | Common Stocks | — | $10K | $11K | <0.1% | |
| Northwestern Mutual Life FBO Loughrin, Patrick Pol #8015697 Dtd 03/19801.000 Northwestern Mutual Life FBO Loughrin | Other securities | — | $6K | $6K | <0.1% | |
| T ROWE PRICE GROWTH STOCK TR-D T ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 013 | Common Collective Trust | — | — | $0 | <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 |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $6K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
