AMY Gamble signed Bonterra, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bonterra, LLC's EIN is 47-3987257.
Download the official 2024 Form 5500 (PDF) for Bonterra, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bonterra, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $87K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Freedom Index 2050 Premium Mutual Fund | Mutual Funds | — | — | $17.5M | 17.8% | |
| Fidelity Freedom Index 2045 Premium Mutual Fund | Mutual Funds | — | — | $14.1M | 14.3% | |
| Fidelity Freedom Index 2055 Premium Mutual Fund | Mutual Funds | — | — | $12.4M | 12.7% | |
| Fidelity Freedom Index 2040 Premium Mutual Fund | Mutual Funds | — | — | $11.7M | 12.0% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $9.9M | 10.1% | |
| Fidelity Freedom Index 2060 Premium Mutual Fund | Mutual Funds | — | — | $6.7M | 6.8% | |
| Fidelity Freedom Index 2035 Premium Mutual Fund | Mutual Funds | — | — | $6.3M | 6.4% | |
| Fidelity Freedom Index 2030 Premium Mutual Fund | Mutual Funds | — | — | $4.1M | 4.2% | |
| Fidelity Contrafund Fund Class K Mutual Fund | Mutual Funds | — | — | $3.5M | 3.5% | |
| Fidelity Government Money Market Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| Fidelity Freedom Index 2025 Premium Mutual Fund | Mutual Funds | — | — | $1.4M | 1.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.3M | 1.3% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.1M | 1.2% | |
| Fidelity Freedom Index 2065 Premium Mutual Fund | Mutual Funds | — | — | $973K | 1.0% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $616K | 0.6% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual Fund | Other securities | — | — | $550K | 0.6% | |
| Fidelity Freedom Index 2020 Premium Mutual Fund | Mutual Funds | — | — | $436K | 0.4% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $343K | 0.3% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $321K | 0.3% | |
| American Beacon Small Cap Value Fund Class Mutual Fund | Other securities | — | — | $313K | 0.3% | |
| Janus Henderson Triton Fund Class I Mutual Fund | Mutual Funds | — | — | $251K | 0.3% | |
| R5 American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $247K | 0.3% | |
| MassMutual Mid Cap Growth Fund Class I Mutual Fund | Other securities | — | — | $238K | 0.2% | |
| Putnam Large Cap Value Fund – Class R6 Mutual Fund | Mutual Funds | — | — | $229K | 0.2% | |
| American Funds New World Fund – Class R-6 Mutual Fund | Mutual Funds | — | — | $99K | 0.1% | |
| PGIM Total Return Bond Fund Mutual Fund | Other securities | — | — | $80K | <0.1% | |
| Fidelity Short-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $48K | <0.1% | |
| Fidelity Freedom Index 2015 Premium Mutual Fund | Mutual Funds | — | — | $32K | <0.1% | |
| Fidelity Freedom Index Institutional Premium Mutual Fund | Mutual Funds | — | — | $28K | <0.1% | |
| PIMCO All Asset Institutional Mutual Fund | Mutual Funds | — | — | $16K | <0.1% | |
| FID FRDM INX 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX INC Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | 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.
