Karol Grimes signed Bonfire Funds Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bonfire Funds Inc.'s EIN is 46-2315572.
Download the official 2024 Form 5500 (PDF) for Bonfire Funds Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bonfire Funds Inc.'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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $414 | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL |
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $553K | 17.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $523K | 16.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $502K | 15.7% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $475K | 14.9% | |
| Large Cap Growth Index 9,495 shares | Other securities | — | — | $372K | 11.7% | |
| Fidelity 500 Index 1,188 shares | Common Collective Trusts | — | — | $243K | 7.6% | |
| Small Cap Growth R6 1,652 shares | Other securities | — | — | $131K | 4.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $56K | 1.8% | |
| Putnam Large Cap Value R6 1,401 shares | Mutual Funds | — | — | $48K | 1.5% | |
| Mid Cap Index 1,401 shares | Other securities | — | — | $47K | 1.5% | |
| MFS International Equity R6 1,385 shares | Mutual Funds | — | — | $47K | 1.5% | |
| Invesco Small Cap Value R6 1,428 shares | Mutual Funds | — | — | $37K | 1.2% | |
| Russell Small/Mid-Cap Index K 1,963 shares | Other securities | — | — | $33K | 1.0% | |
| American Funds New World R6 348 shares | Mutual Funds | — | — | $27K | 0.8% | |
| Ishares MSCI EAFE International Index K 1,568 shares | Other securities | — | — | $24K | 0.8% | |
| State Street Aggregate Bond Index K 226 shares | Other securities | — | — | $19K | 0.6% | |
| EI Fixed Account - Series Class I | Other securities | — | — | $12K | 0.4% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $10K | 0.3% | |
| Index 556 shares | Real Estate | — | — | $9K | 0.3% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $8K | 0.2% | |
| PGIM Total Return Bond R6 360 shares | Other securities | — | — | $4K | 0.1% | |
| Participant Loans: 10.5%, maturing 2029 | Bonds / Notes | — | — | $4K | 0.1% | |
| DFA U.S. Vector Equity I 50 shares | Mutual Funds | — | — | $1K | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7264569 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| T ROWE PRICE RET BLEND SELCT TRST 2 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $0 | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | 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.
| — |
| SAN DIEGO, CA |
| INVESTMENT ADVISOR |
| $44K |
| — |
