FAY Harder signed Boston, Inc. DBA Furniture & Appliance Mart's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boston, Inc. DBA Furniture & Appliance Mart's EIN is 39-1493231.
Download the official 2024 Form 5500 (PDF) for Boston, Inc. DBA Furniture & Appliance Mart from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boston, Inc. DBA Furniture & Appliance Mart's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO |
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 | |||||
|---|---|---|---|---|---|---|
| Key Guaranteed Portfolio Fund | Other securities | — | — | $1.9M | 11.4% | |
| DFA US Large Company Instl Index Port | Mutual Funds | — | — | $1.6M | 9.6% | |
| PUTNAM RET ADV TRST 2040 I PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $1.2M | 7.4% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $1.1M | 6.7% | |
| PUTNAM RET ADV TRST 2045 I PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $1.1M | 6.3% | |
| Harbor Capital Appreciation Instl | Other securities | — | — | $1.0M | 6.1% | |
| PIMCO Total Return Instl | Mutual Funds | — | — | $941K | 5.6% | |
| PUTNAM RET ADV TRST 2035 I PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $918K | 5.4% | |
| American Funds Europacific GR R5 | Mutual Funds | — | — | $797K | 4.7% | |
| PUTNAM RET ADV TRST 2050 I PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $726K | 4.3% | |
| Blackrock Strategic Global Bond K | Other securities | — | — | $710K | 4.2% | |
| T. Rowe Price Mid Cap Growth | Other securities | — | — | $599K | 3.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $542K | 3.2% | |
| PUTNAM RET ADV TRST 2055 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $534K | 3.2% | |
| American Funds Growth Fund of Amer R5 | Mutual Funds | — | — | $448K | 2.7% | |
| Vanguard Mid Cap Index Fund - Admiral | Common Collective Trusts | — | — | $382K | 2.3% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $341K | 2.0% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $306K | 1.8% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $265K | 1.6% | |
| Participant Loans Rates Range 4.25% - 9.50% | Bonds / Notes | — | — | $235K | 1.4% | |
| PUTNAM RET ADV TRST 2060 I PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $193K | 1.1% | |
| Vanguard LifeStrategy Income Inv | Mutual Funds | — | — | $179K | 1.1% | |
| Baron Small Cap Instl | Other securities | — | — | $155K | 0.9% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $154K | 0.9% | |
| Columbia Small Cap Value II Z | Other securities | — | — | $151K | 0.9% | |
| Nuveen Real Estate Securities I | Mutual Funds | — | — | $125K | 0.7% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $117K | 0.7% | |
| Vanguard LifeStrategy Moderate Growth | Mutual Funds | — | — | $43K | 0.3% | |
| PUTNAM RET ADV TRST 2030 I PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MILWAUKEE, WI |
| INVESTMENT ADVISOR |
| $35K |
| — |
