Plan Sponsor signed Barry's Bootcamp Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barry's Bootcamp Holdings, LLC's EIN is 46-4677965.
Download the official 2024 Form 5500 (PDF) for Barry's Bootcamp Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barry's Bootcamp Holdings, LLC'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 | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $63K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $315 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LLC |
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 | |||||
|---|---|---|---|---|---|---|
| MY RETIREMENT PATH MODERATE 2055 R GREAT GRAY · EIN 38-4116824 / PN 498 | Common Collective Trust | — | — | $2.0M | 30.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.2M | 18.5% | |
| MY RETIREMENT PATH MODERATE 2045 R GREAT GRAY · EIN 38-4116823 / PN 497 | Common Collective Trust | — | — | $551K | 8.4% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $469K | 7.1% | |
| Fidelity Blue Chip Growth Fund Inv Mutual Fund | Mutual Funds | — | — | $365K | 5.6% | |
| JPMorgan U.S. Value R6 Mutual Fund | Other securities | — | — | $196K | 3.0% | |
| MFS Corporate Bond R6 Mutual Fund | Mutual Funds | — | — | $184K | 2.8% | |
| American Funds Bond Fund of Amer R6 Mutual Fund | Mutual Funds | — | — | $166K | 2.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $165K | 2.5% | |
| MY RETIREMENT PATH AGGR 2045 R GREAT GRAY · EIN 38-4097344 / PN 492 | Common Collective Trust | — | — | $164K | 2.5% | |
| AB Small Cap Growth Z Mutual Fund | Other securities | — | — | $159K | 2.4% | |
| PGIM US Real Estate R6 Mutual Fund | Other securities | — | — | $146K | 2.2% | |
| Fidelity Emerging Markets K Mutual Fund | Mutual Funds | — | — | $146K | 2.2% | |
| Participant Loans Participant Loans, Interest Rates between 4.25%-9.50% | Bonds / Notes | — | — | $135K | 2.1% | |
| American Funds Capital World Bond R6 Mutual Fund | Mutual Funds | — | — | $102K | 1.5% | |
| MY RETIREMENT PATH MODERATE 2035 R GREAT GRAY · EIN 38-4116822 / PN 496 | Common Collective Trust | — | — | $99K | 1.5% | |
| MY RETIREMENT PATH AGGR 2055 R GREAT GRAY · EIN 38-4097345 / PN 493 | Common Collective Trust | — | — | $62K | 0.9% | |
| MY RETIREMENT PATH AGGR 2035 R GREAT GRAY · EIN 38-4097343 / PN 491 | Common Collective Trust | — | — | $48K | 0.7% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $39K | 0.6% | |
| JPMorgan International Equity R6 Mutual Fund | Other securities | — | — | $24K | 0.4% | |
| PIMCO Diversified Inc Instl Mutual Fund | Mutual Funds | — | — | $21K | 0.3% | |
| PGIM High-Yield R6 Mutual Fund | Other securities | — | — | $18K | 0.3% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $15K | 0.2% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $14K | 0.2% | |
| PIMCO RAE PLUS Small Instl Mutual Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Loomis Sayles Inflation Protected Secs I Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| MY RETIREMENT PATH MODERATE RETIREM GREAT GRAY · EIN 38-4097346 / PN 494 | Common Collective Trust | — | — | $6K | <0.1% | |
| PIMCO Extended Duration Instl Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| MY RETIREMENT PATH MODERATE 2025 R GREAT GRAY · EIN 38-4097347 / PN 495 | 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.
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $23K |
| — |
