Louis Chiavetta signed American BOA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American BOA, Inc.'s EIN is 58-1812727.
Download the official 2024 Form 5500 (PDF) for American BOA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American BOA, Inc.'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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $0 | — |
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 Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.6M | 17.9% | |
| Fidelity Advisor Freedom 2035 Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 16.9% | |
| Fidelity Advisor Freedom 2025 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 8.5% | |
| Fidelity Advisor Freedom 2045 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 7.1% | |
| Fidelity Advisor Freedom 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 6.9% | |
| Franklin DynaTech Fund Advisor Class Mutual Fund | Mutual Funds | — | — | $664K | 4.5% | |
| Fidelity Advisor Freedom 2030 Fund Mutual Fund | Mutual Funds | — | — | $621K | 4.2% | |
| Victory S Established Value A Mutual Fund | Other securities | — | — | $567K | 3.9% | |
| Fidelity Advisor Freedom 2055 Fund Mutual Fund | Mutual Funds | — | — | $552K | 3.8% | |
| Fidelity Advisor Freedom 2050 Fund Mutual Fund | Mutual Funds | — | — | $498K | 3.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $406K | 2.8% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $404K | 2.8% | |
| Fidelity Extended Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $370K | 2.5% | |
| Fidelity Advisor Freedom 2010 Fund Mutual Fund ** 619 * Fidelity Advisor Freedom 2015 Fund Mutual Fund ** 634 * Fidelity Advisor Freedom 2020 Fund Mutual Fund | Mutual Funds | — | — | $337K | 2.3% | |
| AF Growth Fund Mutual Fund | Other securities | — | — | $297K | 2.0% | |
| Fidelity Government Cash Reserve Money Market Fund ** 176 Various maturities with interest rates of * Participant loans 4.25% to 9.50% - | Mutual Funds | — | — | $163K | 1.1% | |
| MFS International Value Fund Class R3 Mutual Fund | Mutual Funds | — | — | $162K | 1.1% | |
| Fidelity Advisor Freedom 2060 Fund Mutual Fund | Mutual Funds | — | — | $152K | 1.0% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $123K | 0.8% | |
| AF Washington Mutual Investors Fund Mutual Fund | Other securities | — | — | $117K | 0.8% | |
| Federated Hermes MDT Mid Cap Growth Fund Institutional Shares Mutual Fund | Other securities | — | — | $111K | 0.8% | |
| PIF Real Estate Securities IS Mutual Fund | Other securities | — | — | $106K | 0.7% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $106K | 0.7% | |
| Fidelity Advisor Utilities Fund Mutual Fund | Mutual Funds | — | — | $88K | 0.6% | |
| American Funds US Government Securities Mutual Fund ** 176 PIMCO Income Fund Class A Mutual Fund | Mutual Funds | — | — | $84K | 0.6% | |
| AF American Balanced Fund Mutual Fund ** 751 Loomis Sales Investment Grade Bond Fund Mutual Fund | Other securities | — | — | $74K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund Mutual Fund | Mutual Funds | — | — | $62K | 0.4% | |
| AS Special Small Cap Value Fund Mutual Fund | Other securities | — | — | $59K | 0.4% | |
| Fidelity Advisor Freedom Income I Mutual Fund | Mutual Funds | — | — | $46K | 0.3% | |
| Invesco Global A Mutual Fund | Mutual Funds | — | — | $44K | 0.3% | |
| Putnam Large Cap Value A Mutual Fund | Mutual Funds | — | — | $28K | 0.2% | |
| Fidelity Advisor Freedom 2070 Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
