AL Bonfiglio signed The Boucher Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Boucher Group, Inc.'s EIN is 39-1607079.
Download the official 2024 Form 5500 (PDF) for The Boucher Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Boucher Group, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS, LLC | 90-0142264 | — | ADVISOR | $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.
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Capital, Inc. Transamerica Stock Index R4 | Common Stocks | — | — | $8.4M | 16.7% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $7.4M | 14.7% | |
| Allspring Gr Adm | Other securities | — | — | $7.3M | 14.6% | |
| Invesco Diversified Dividend R5 | Mutual Funds | — | — | $4.1M | 8.2% | |
| Virtus Ceredex Small-Cap Val Eq I | Other securities | — | — | $4.0M | 8.0% | |
| T. Rowe Price T. Rowe Price Gr Stock | Other securities | — | — | $3.4M | 6.8% | |
| Insurance Company/General Account | Common Stocks | — | — | $3.0M | 6.0% | |
| Transamerica Life Ins Co Stable Val Strategy - TLIC | Common Stocks | — | — | $3.0M | 5.9% | |
| Thornburg Intl Eq R5 | Other securities | — | — | $2.6M | 5.2% | |
| Transamerica Ret Solutions Corp Transamerica SC 2050 JPMorgan CIT | Common Collective Trusts | — | — | $2.2M | 4.4% | |
| Victory Sycamore Est Val A | Other securities | — | — | $2.0M | 4.0% | |
| Transamerica Ret Solutions Corp Transamerica SC 2040 JPMorgan CIT | Common Collective Trusts | — | — | $1.9M | 3.8% | |
| JPMorgan Val Advantage I | Other securities | — | — | $1.7M | 3.4% | |
| Transamerica Ret Solutions Corp Transamerica SC 2030 JPMorgan CIT | Common Collective Trusts | — | — | $1.7M | 3.4% | |
| Transamerica Ret Solutions Corp Transamerica SC Retd by JPM CIT | Common Collective Trusts | — | — | $1.2M | 2.5% | |
| Goldman Sachs Goldman Sachs Small/Md cp Gr Instl | Other securities | — | — | $1.2M | 2.5% | |
| Transamerica Financial Life Ins Co Intermed Bd Separate Account | Pooled Separate Accounts | — | — | $1.1M | 2.2% | |
| CORE BOND FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 010 | Pooled Separate Account | — | — | $1.1M | 2.2% | |
| BALANCED FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 001 | Pooled Separate Account | — | — | $1.0M | 2.1% | |
| HIGH YIELD BD FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 013 | Pooled Separate Account | — | — | $807K | 1.6% | |
| MONEY MARKET FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 016 | Pooled Separate Account | — | — | $646K | 1.3% | |
| INFLATION-PROTECTED SECURITIE FD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 014 | Pooled Separate Account | — | — | $509K | 1.0% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | Bonds / Notes | — | — | $405K | 0.8% | |
| Victory Sycamore Small Co Opp I | Common Stocks | — | — | $308K | 0.6% | |
| Transamerica Ret Solutions Corp Transamerica SC 2060 JPMorgan CIT | Common Collective Trusts | — | — | $276K | 0.5% | |
| Legg Mason ClearBridge Mid Cap I | Other securities | — | — | $209K | 0.4% | |
| Transamerica Financial Life Ins. Co. TFLIC Stable | Common Stocks | — | — | $86K | 0.2% |
