Vince Roose signed Businessolver.COM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Businessolver.COM, Inc.'s EIN is 42-1503807.
Download the official 2024 Form 5500 (PDF) for Businessolver.COM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Businessolver.COM, 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $281K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | Common Collective Trusts | — | — | $10.8M | 11.3% | |
| Vanguard 2040 Target Retirement | Mutual Funds | — | — | $9.0M | 9.4% | |
| iShares MSCI EAFE International Index K | Other securities | — | — | $8.8M | 9.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $7.6M | 8.0% | |
| Fidelity Advisor Balanced Fund Class Z | Mutual Funds | — | — | $7.0M | 7.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $5.9M | 6.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $5.7M | $5.7M | 5.9% | |
| Vanguard 2065 Target Retirement 375 Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $5.3M | 5.5% | |
| JP Morgan US Value Fund R6 | Other securities | — | — | $4.5M | 4.7% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $4.5M | 4.6% | |
| T. Rowe Price Growth Stock Fund Class I | Other securities | — | — | $3.9M | 4.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $3.6M | 3.8% | |
| Vanguard 2050 Target Retirement | Mutual Funds | — | — | $3.3M | 3.4% | |
| BlackRock Emerging Markets Institutional | Other securities | — | — | $3.2M | 3.4% | |
| Vanguard 2030 Target Retirement | Mutual Funds | — | — | $3.0M | 3.1% | |
| Vanguard 2055 Target Retirement | Mutual Funds | — | — | $1.7M | 1.8% | |
| Deutsche Bank Real Estate Securities Class R6 | Other securities | — | — | $1.7M | 1.7% | |
| November 2024 to March 2054 | Other securities | — | — | $1.2M | 1.2% | |
| Cash 590 Mutual Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $1.1M | 1.2% | |
| Vanguard 2045 Target Retirement | Mutual Funds | — | — | $919K | 1.0% | |
| Vanguard High Yield Corporate | Mutual Funds | — | — | $903K | 0.9% | |
| Vanguard 2060 Target Retirement | Mutual Funds | — | — | $846K | 0.9% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $819K | 0.9% | |
| Vanguard 2020 Target Retirement | Mutual Funds | — | — | $196K | 0.2% | |
| BlackRock Liquidity Fed Fund Cash Reserve Shares | Cash / Money Market | — | — | $24K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $23K | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
