Jackie Alsop signed BOOM Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOOM Technology, Inc.'s EIN is 47-1956218.
Download the official 2024 Form 5500 (PDF) for BOOM Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOOM Technology, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 | Mutual Funds | — | — | $3.7M | 23.6% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $2.1M | 13.0% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $1.3M | 8.0% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $909K | 5.8% | |
| Fidelity US BOND | Mutual Funds | — | — | $892K | 5.7% | |
| Fidelity INTERNATIONAL | Mutual Funds | — | — | $849K | 5.4% | |
| MFS GROWTH | Mutual Funds | — | — | $810K | 5.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $651K | 4.1% | |
| Fidelity SMALL CAP | Mutual Funds | — | — | $496K | 3.1% | |
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $479K | 3.0% | |
| American Funds AF TRGT 2035 R6 | Mutual Funds | — | — | $469K | 3.0% | |
| Pimco INCOME | Mutual Funds | — | — | $414K | 2.6% | |
| Fidelity MID CAP | Mutual Funds | — | — | $407K | 2.6% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $381K | 2.4% | |
| Fidelity EMERGING MARKETS | Mutual Funds | — | — | $347K | 2.2% | |
| MFS INTL DIVRSN | Mutual Funds | — | — | $310K | 2.0% | |
| Putnam LG CAP VAL R6 | Mutual Funds | — | — | $235K | 1.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | Bonds / Notes | — | — | $200K | 1.3% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $195K | 1.2% | |
| American Funds AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $184K | 1.2% | |
| Pimco TOTAL RTN BD | Mutual Funds | — | — | $155K | 1.0% | |
| Allspring SPL MID CP VAL | Other securities | — | — | $73K | 0.5% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $68K | 0.4% | |
| American Funds AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $61K | 0.4% | |
| American Funds AF TRGT DATE 2010 R6 | Mutual Funds | — | — | $58K | 0.4% | |
| American Century SMCAP VAL | Other securities | — | — | $36K | 0.2% | |
| American Funds AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $28K | 0.2% | |
| Janus Henderson TRITON | Mutual Funds | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $10K |
| — |
