Cindy Bernsen signed Boone Center, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boone Center, Inc.'s EIN is 43-0764144.
Download the official 2023 Form 5500 (PDF) for Boone Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Boone Center, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nationwide NW Inv Dest Mod Cnsrv R6 620 * Nationwide NW Inv Dest Mod Aggr R6 | Other securities | — | — | $491K | 13.4% | |
| Hanlon Tctcl Divd Momntm R | Other securities | — | — | $486K | 13.2% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | Mutual Funds | — | — | $377K | 10.2% | |
| Nationwide NW Inv Dest Mod R6 | Other securities | — | — | $249K | 6.8% | |
| Vanguard Vngrd Trgt Rtrmt 2020 Inv | Mutual Funds | — | — | $218K | 5.9% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | Mutual Funds | — | — | $158K | 4.3% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv | Mutual Funds | — | — | $156K | 4.2% | |
| American Funds AmFds Fdmntl Inv R6 | Mutual Funds | — | — | $150K | 4.1% | |
| Federated Hermes Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $149K | 4.1% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | Mutual Funds | — | — | $136K | 3.7% | |
| Payden & Rygel Payden Ltd Mat 465 Principal Funds Prncpl Hi Yld Inst | Common Stocks | — | — | $118K | 3.2% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | Mutual Funds | — | — | $116K | 3.2% | |
| Loans to Participants * Plan participants Notes receivable from participants (interest rates at 4.25% to 9.50% with various maturities) | Bonds / Notes | — | — | $93K | 2.5% | |
| Invesco Invsco Eq Inc R5 | Mutual Funds | — | — | $77K | 2.1% | |
| Fideral Advisor Fidadv Invmt Grd Bd Inst 32 Vanguard Vngrd Trgt Rtrmt 2050 Inv | Mutual Funds | — | — | $75K | 2.0% | |
| Vanguard Vngrd SmCap Val Indx Adml | Mutual Funds | — | — | $63K | 1.7% | |
| Vanguard Vngrd MdCap Val Indx Adml | Mutual Funds | — | — | $52K | 1.4% | |
| Dimensional Fund Advisors DFA US LgCap Eq Inst | Mutual Funds | — | — | $50K | 1.4% | |
| Fidelity Advisor FidAdv SmCap I | Mutual Funds | — | — | $50K | 1.4% | |
| BlackRock BlkRk iSRssll MdCapIndx K | Other securities | — | — | $48K | 1.3% | |
| Vanguard Vngrd MdCap Gr Indx Adml | Mutual Funds | — | — | $48K | 1.3% | |
| Fidelity Advisor FidAdv StkSel MdCap Inst | Mutual Funds | — | — | $45K | 1.2% | |
| Lazard Intl Strat Eq Inst | Other securities | — | — | $45K | 1.2% | |
| Vanguard Vngrd Trgt Rtrmt Inc | Mutual Funds | — | — | $30K | 0.8% | |
| Lincoln National Life Insurance Company Guaranteed Investment Contract | Stable Value | — | — | $29K | 0.8% | |
| Loomis Sayles Loomis Bd Inst | Other securities | — | — | $29K | 0.8% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | Mutual Funds | — | — | $17K | 0.5% | |
| Vanguard Vngrd SmCap Gr Indx Adml | Mutual Funds | — | — | $14K | 0.4% | |
| Vanguard Vngrd Wndsr II Adml | Mutual Funds | — | — | $13K | 0.4% | |
| Vanguard Vngrd Enrgy Indx Adml 876 Vanguard Fin Indx Adml 116 * Nationwide NW Inv Dest Cnsrv | Mutual Funds | — | — | $13K | 0.4% | |
| Vanguard Vngrd Trgt Rtrmt 2065 Inv | Mutual Funds | — | — | $11K | 0.3% | |
| Touchstone Tchstn Sm Co Y | Common Stocks | — | — | $9K | 0.3% | |
| Lincoln National Life Insurance Company Blended Lrg Cap Growth Mngd Voltlty | Common Stocks | — | — | $9K | 0.3% | |
| Thornburg Thrnbrg Intl Val R5 160 DWS Group DWS RREEF RealEst Sec S 450 Invesco StlpthMLP Inc Y 122 Franklin Gold Prec Mtls Adv 113 Vanguard Vngrd Sm Cap Indx Fd AS | Mutual Funds | — | — | $9K | 0.2% | |
| Dimensional Fund Advisors DFA LgCap Intl | Mutual Funds | — | — | $7K | 0.2% | |
| Lincoln National Life Insurance Company Dimensional U.S. Core Equity 1 | Mutual Funds | — | — | $6K | 0.2% | |
| American Funds AmFds Cap Inc Bldr R6 | Mutual Funds | — | — | $5K | 0.1% | |
| Harbor Capital Harbor Cap App Inst | Other securities | — | — | $5K | 0.1% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | Mutual Funds | — | — | $5K | 0.1% | |
| Lincoln National Life Insurance Company Macquarie SMID Cap Core Series | Common Stocks | — | — | $4K | 0.1% | |
| Principal Prncpl MdCap SP 400 Indx | Other securities | — | — | $4K | <0.1% | |
| American Funds AmFds Cap Wld Gr Inc R6 | Mutual Funds | — | — | $2K | <0.1% | |
| JPMorgan JPM Govt Bd I | Other securities | — | — | $2K | <0.1% | |
| Janus Henderson GlblTech Innov N 141 Dimensional Fund Advisors DFA Emrg Mkt | Mutual Funds | — | — | $1K | <0.1% | |
| JPMorgan JPM SmCap Val I | Other securities | — | — | $1K | <0.1% | |
| Macquarie Healthcare Fnd - Institutional | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
