Frances Scheel signed Borgers USA Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Borgers USA Corp.'s EIN is 65-1172965.
Download the official 2024 Form 5500 (PDF) for Borgers USA Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Borgers USA Corp.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $79K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES. | 35-2552359 | — | NONE | $28K | — |
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 STAR Inv Vanguard 0 | Mutual Funds | — | — | $2.3M | 36.7% | |
| METLIFE GAC-25053 CLASS 0 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $331K | 5.4% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | Mutual Funds | — | — | $323K | 5.3% | |
| Vanguard Wellesley Income Adm Vanguard 0 792 Vanguard International Growth Adm Vanguard 0 | Mutual Funds | — | — | $301K | 4.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $290K | 4.7% | |
| BlackRock Total Return Instl BlackRock 0 | Other securities | — | — | $264K | 4.3% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $259K | 4.2% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | Mutual Funds | — | — | $253K | 4.1% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | Mutual Funds | — | — | $252K | 4.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $244K | 4.0% | |
| DFA Global Equity Portfolio I DFA 0 950 DFA Inflation-Protected Sec Port I DFA 0 | Mutual Funds | — | — | $156K | 2.5% | |
| Vanguard Growth Index Adm Vanguard 0 | Mutual Funds | — | — | $151K | 2.5% | |
| Vanguard Real Estate Index Adm Vanguard 0 | Mutual Funds | — | — | $150K | 2.4% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | Mutual Funds | — | — | $145K | 2.4% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $121K | 2.0% | |
| PGIM Jennison Natural Resources R6 PGIM 0 864 DFA U.S. Vector Equity Instl DFA 0 746 Fidelity Emerging Markets K Fidelity 0 | Mutual Funds | — | — | $119K | 1.9% | |
| T. Rowe Price Spectrum Income Inv T. Rowe Price 0 | Other securities | — | — | $107K | 1.7% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $104K | 1.7% | |
| DFA Commodity Strategy Portfolio Fund DFA 0 | Mutual Funds | — | — | $92K | 1.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | Mutual Funds | — | — | $78K | 1.3% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | Mutual Funds | — | — | $62K | 1.0% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | Mutual Funds | — | — | $35K | 0.6% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | Mutual Funds | — | — | $29K | 0.5% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | Mutual Funds | — | — | $6K | <0.1% | |
| Janus Henderson Venture N Janus Henderson 0 | Mutual Funds | — | — | $5K | <0.1% | |
| Goldman Sachs Sm Cap Val Insights Instl Goldman Sachs 0 947 JPMorgan Mid Cap Growth R6 JP Morgan 0 | Other securities | — | — | $4K | <0.1% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
