Corey Martin signed Boley Centers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boley Centers, Inc.'s EIN is 59-1290089.
Download the official 2024 Form 5500 (PDF) for Boley Centers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boley Centers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund '' | Common Collective Trusts | — | — | $2.2M | 30.9% | |
| Schwab Fundamental U.S. Large Comp Index '' | Mutual Funds | — | — | $1.2M | 16.8% | |
| American Funds Bond Fund of Amer R6 '' | Mutual Funds | — | — | $1.2M | 16.2% | |
| Synthetic Cash Account '' 86 Vanguard Federal Money Market Fund Money Market | Mutual Funds | — | — | $734K | 10.3% | |
| Fidelity 500 Index Fund '' | Common Collective Trusts | — | — | $472K | 6.6% | |
| Nuveen Large Cap Growth Indx R6 '' | Mutual Funds | — | — | $392K | 5.5% | |
| Value Line Mid Cap Focused Institutional Mutual Fund | Other securities | — | — | $310K | 4.3% | |
| BBH Limited Duration Instl '' | Other securities | — | — | $286K | 4.0% | |
| Vanguard Tax Managed Small Cap Fund '' | Mutual Funds | — | — | $96K | 1.3% | |
| Notes receivable from participants various maturity dates | Other securities | — | — | $74K | 1.0% | |
| Fidelity Advisor Semiconductors Z '' | Mutual Funds | — | — | $57K | 0.8% | |
| Vanguard Financials Index Fund '' | Common Collective Trusts | — | — | $41K | 0.6% | |
| Vanguard Developed Markets Index - ADM '' | Mutual Funds | — | — | $33K | 0.5% | |
| Congress Small Cap Growth Instl '' | Other securities | — | — | $32K | 0.5% | |
| Janus Henderson GL Life Sci N '' | Mutual Funds | — | — | $32K | 0.4% | |
| Fidelity Select Utilities '' | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Tax-Managed Balanced Fund '' | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
