MIN OH signed Boland Trane Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boland Trane Services, Inc.'s EIN is 52-0742033.
Download the official 2024 Form 5500 (PDF) for Boland Trane Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boland Trane Services, 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 ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE GROWTH STOCK I R.I.C. N/A 118,668 | Other securities | — | — | $12.6M | 22.4% | |
| VANGUARD 500 INDEX ADM IRAL R.I.C. N/A 15,448 | Common Collective Trusts | — | — | $8.4M | 14.9% | |
| BLACKROCK EQUITY DIVIDEND K R.I.C. N/A 283,045 | Other securities | — | — | $5.4M | 9.5% | |
| AM ERICAN FUNDS CAPITAL WORLD G/I R6 R.I.C. N/A 64,311 | Other securities | — | — | $4.1M | 7.3% | |
| JPM ORGAN M ID CAP GROWTH R6 R.I.C. N/A 48,131 | Other securities | — | — | $2.5M | 4.4% | |
| VANGUARD TOTAL BOND M ARKET INDEX ADM IRAL R.I.C. N/A 244,788 | Mutual Funds | — | — | $2.3M | 4.1% | |
| AM ERICAN FUNDS 2050 TRGT DATE RETIRE R6 R.I.C. N/A 109,872 | Other securities | — | — | $2.3M | 4.1% | |
| AM ERICAN FUNDS 2040 TRGT DATE RETIRE R6 R.I.C. N/A 91,277 | Other securities | — | — | $1.9M | 3.3% | |
| AM ERICAN FUNDS 2035 TRGT DATE RETIRE R6 R.I.C. N/A 90,848 | Other securities | — | — | $1.7M | 3.1% | |
| AM ERICAN FUNDS AM ERICAN BALANCED R6 R.I.C. N/A 48,797 | Other securities | — | — | $1.7M | 3.0% | |
| Group Annuity Contract * Empower Annuity Insurance Company of America EI Fixed Account - Series CL III N/A | Common Stocks | — | — | $1.4M | 2.6% | |
| VIRTUS SGA INTERNATIONAL GROWTH R6 R.I.C. N/A 198,644 | Other securities | — | — | $1.4M | 2.5% | |
| AM ERICAN FUNDS 2045 TRGT DATE RETIRE R6 R.I.C. N/A 64,650 | Other securities | — | — | $1.4M | 2.4% | |
| M ACQUARIE SM ALL CAP CORE R6 R.I.C. N/A 42,742 | Other securities | — | — | $1.3M | 2.3% | |
| AM ERICAN FUNDS 2060 TRGT DATE RETIRE R6 R.I.C. N/A 67,982 | Other securities | — | — | $1.2M | 2.2% | |
| AM ERICAN FUNDS 2030 TRGT DATE RETIRE R6 R.I.C. N/A 67,232 | Other securities | — | — | $1.2M | 2.1% | |
| GQG PARTNERS EM ERGING M ARKETS EQTY INST R.I.C. N/A 52,492 | Other securities | — | — | $868K | 1.5% | |
| VANGUARD DEVELOPED M ARKETS INDEX ADM IRAL R.I.C. N/A 55,103 | Mutual Funds | — | — | $846K | 1.5% | |
| VICTORY PIONEER STRATEGIC INCOM E R6 R.I.C. N/A 73,204 | Other securities | — | — | $689K | 1.2% | |
| AM ERICAN FUNDS 2055 TRGT DATE RETIRE R6 R.I.C. N/A 25,732 | Other securities | — | — | $680K | 1.2% | |
| M utual Funds AM ERICAN FUNDS 2025 TRGT DATE RETIRE R6 R.I.C. N/A 35,202 | Other securities | — | — | $535K | 1.0% | |
| M FS M ID CAP VALUE R6 R.I.C. N/A 12,138 | Other securities | — | — | $386K | 0.7% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I R.I.C. N/A 7,416 | Other securities | — | — | $323K | 0.6% | |
| Participant loans Note Account Various 4.25% to 9.50% N/A | Bonds / Notes | — | — | $294K | 0.5% | |
| PGIM GLOBAL TOTAL RETURN R6 R.I.C. N/A 54,328 | Other securities | — | — | $275K | 0.5% | |
| AM ERICAN FUNDS RETIRE INC PORT-CNSRV R6 R.I.C. N/A 19,281 | Common Stocks | — | — | $225K | 0.4% | |
| AM ERICAN FUNDS 2065 TRGT DATE RETIRE R6 R.I.C. N/A 10,712 | Other securities | — | — | $187K | 0.3% | |
| AM ERICAN FUNDS 2020 TRGT DATE RETIRE R6 R.I.C. N/A 8,628 | Other securities | — | — | $116K | 0.2% | |
| CALVERT BALANCED R6 R.I.C. N/A 1,479 | Other securities | — | — | $67K | 0.1% | |
| JPM ORGAN LARGE CAP GROWTH R6 R.I.C. N/A 389 | Other securities | — | — | $33K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $69K |
| — |
