Rolana Bourland signed Bulab Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bulab Holdings, Inc.'s EIN is 62-0438397.
Download the official 2024 Form 5500 (PDF) for Bulab Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bulab Holdings, 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 |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $71K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $29.3M | 15.9% | |
| Vanguard Capital Opportunity Fund Adm | Mutual Funds | — | — | $19.9M | 10.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $14.9M | 8.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $12.7M | 6.9% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $10.3M | 5.6% | |
| Vanguard Total Bond Mkt Index Fund Adm | Common Collective Trusts | — | — | $10.0M | 5.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $9.6M | 5.2% | |
| Vanguard PRIMECAP Fund Adm | Mutual Funds | — | — | $9.1M | 5.0% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $8.5M | 4.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $7.5M | 4.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $6.3M | 3.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $6.0M | 3.3% | |
| Vanguard High Yield Corp Fund Adm | Mutual Funds | — | — | $5.4M | 2.9% | |
| Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $5.0M | 2.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.7M | 2.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.0M | 2.1% | |
| Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $3.9M | 2.1% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $2.5M | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $2.5M | 1.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.4M | 1.3% | |
| MFS Growth Fund; Class R6 | Mutual Funds | — | — | $2.1M | 1.1% | |
| Grandeur Peak Global Opps Fund Inv | Other securities | — | — | $1.1M | 0.6% | |
| Vanguard Value Index Fund Adm | Common Collective Trusts | — | — | $1.0M | 0.6% | |
| Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $957K | 0.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $855K | 0.5% | |
| Vanguard Cash Reserve Federal MM Fund | Mutual Funds | — | — | $755K | 0.4% | |
| Baird Aggregate Bond Fund | Mutual Funds | — | — | $709K | 0.4% | |
| Participant loans *** 4.25% - 9.50% - | Bonds / Notes | — | — | $619K | 0.3% | |
| MFS Mid Cap Value Fund; Class R6 | Mutual Funds | — | — | $445K | 0.2% | |
| DFA US Targeted Value Portfolio | Mutual Funds | — | — | $380K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $368K | 0.2% | |
| Clear Bridge Small Cap Growth Fund | Other securities | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Carillon Eagle Mid Cap Value Fund; Class R6 | Other securities | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
