Gennaro Cicalese signed BOWA Builders, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOWA Builders, Inc.'s EIN is 54-1440392.
Download the official 2024 Form 5500 (PDF) for BOWA Builders, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOWA Builders, 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 |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | N/A | $38K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $28K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | N/A | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MODERATE RETIRE GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.1M | 13.3% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.9M | 11.7% | |
| FLEXPATH INDEX+ MODERATE 2035 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $1.8M | 11.4% | |
| FLEXPATH INDEX+ AGGRESSIVE 2035 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $1.3M | 8.0% | |
| FLEXPATH INDEX+ MODERATE 2045 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.1M | 6.8% | |
| PIMCO INCM FD INST CL | Mutual Funds | — | — | $900K | 5.6% | |
| VANGUARD EQUITY INC FD ADMIRAL SHS | Mutual Funds | — | — | $647K | 4.1% | |
| INTERNATIONAL EQUITY FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $636K | 4.0% | |
| CORE PLUS BOND FUND GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $601K | 3.8% | |
| FLEXPATH INDEX+ AGGRESSIVE RETIRE GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $506K | 3.2% | |
| LARGE CAP GROWTH FUND III GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $496K | 3.1% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $493K | 3.1% | |
| FLEXPATH INDEX+ MODERATE 2055 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $380K | 2.4% | |
| FIDELITY SMALL CAP GROWTH K6 | Mutual Funds | — | — | $364K | 2.3% | |
| PRINCIPAL REAL ESTATE SEC R6 | Other securities | — | — | $350K | 2.2% | |
| EMERGING MARKETS FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $342K | 2.1% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $282K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $246K | 1.5% | |
| FLEXPATH INDEX+ AGGRESSIVE 2055 GREAT GRAY TRUST COMPANY · EIN 47-4731706 / PN 237 | Common Collective Trust | — | — | $204K | 1.3% | |
| FLEXPATH INDEX+ AGGRESSIVE 2045 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $198K | 1.2% | |
| MID CAP GROWTH FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $174K | 1.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2035 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $171K | 1.1% | |
| Participant Loans | Participant loans | — | — | $103K | 0.6% | |
| STABLE VALUE FUND GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $101K | 0.6% | |
| FLEXPATH INDEX+ CONSERVATIVE 2055 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $96K | 0.6% | |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $82K | 0.5% | |
| SMALL CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $46K | 0.3% | |
| SCHWAB GOVERNMENT MONEY FUND | Mutual Funds | — | — | $8K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH INDEX+ AGGRESSIVE 2025 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MODERATE 2025 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERVATIVE 2025 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | 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.
