Tammy Chupa signed Bonitz, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bonitz, Inc.'s EIN is 57-0835835.
Download the official 2024 Form 5500 (PDF) for Bonitz, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bonitz, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company Fixed Income Guaranteed Option | Common Stocks | — | — | $4.0M | 21.8% | |
| Metropolitian Management Metropolitan West Total Return Bond Fund | Other securities | — | — | $3.1M | 16.8% | |
| Massachusets Financial MFS International Diversification Fund | Mutual Funds | — | — | $2.0M | 11.0% | |
| Columbia Management Advisors Columbia Dividend Income Fund | Other securities | — | — | $1.6M | 9.0% | |
| JPMorgan Investment Mgmt Inc. JPMorgan Large Cap Growth Fund | Common Stocks | — | — | $1.6M | 8.6% | |
| Fidelity Management and Research Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 6.7% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2030 I Fund | Other securities | — | — | $1.1M | 5.8% | |
| Notes receivable from participants 4.25%-10.50% | Bonds / Notes | — | — | $629K | 3.4% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2050 I Fund | Other securities | — | — | $546K | 3.0% | |
| Fidelity Management and Research Fidelity Mid Cap Index fund | Common Collective Trusts | — | — | $426K | 2.3% | |
| Massachusets Financial MFS Mid Cap Value Fund | Mutual Funds | — | — | $381K | 2.1% | |
| Columbia Management Advisors Columbia Small Cap Value Fund I | Other securities | — | — | $363K | 2.0% | |
| Fidelity Management and Research Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $358K | 2.0% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2035 I Fund | Other securities | — | — | $260K | 1.4% | |
| BlackRock Advisors BlackRock Mid-Cap Growth Equity Portfolio | Other securities | — | — | $241K | 1.3% | |
| Virtus Investment Advisors Virtus KAR Small-Cap Growth Fund | Other securities | — | — | $233K | 1.3% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2065 I Fund | Other securities | — | — | $66K | 0.4% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2045 I Fund | Other securities | — | — | $59K | 0.3% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2060 I Fund | Other securities | — | — | $56K | 0.3% | |
| Fidelity Management and Research Fidelity International Index Fund | Common Collective Trusts | — | — | $48K | 0.3% | |
| Fidelity Management and Research Fidelity US Bond Index | Mutual Funds | — | — | $24K | 0.1% | |
| (E) | Other securities | — | $48K | $24K | 0.1% | |
| Capital Research and Mgmt Co American Funds New Perspective Fund | Mutual Funds | — | — | $19K | 0.1% | |
| (E) | Other securities | — | — | $10K | <0.1% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2025 I Fund | Other securities | — | — | $10K | <0.1% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2040 I Fund | Other securities | — | — | $8K | <0.1% | |
| T. Rowe Price Associates T. Rowe Price Retirement 2055 I Fund | Other securities | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $932 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
