Jim Barnum signed BOKA Powell, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOKA Powell, LLC's EIN is 75-2850109.
Download the official 2024 Form 5500 (PDF) for BOKA Powell, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOKA Powell, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $20K | — |
| CLOSED DLR-WOODBURY FINANCIAL | 41-0944586 |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $2.3M | 17.1% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $1.9M | 14.1% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $1.4M | 10.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.1M | 8.0% | |
| American Funds AF TRGT DATE 2010 R6 628 American Funds AF TRGT DATE 2020 R6 | Mutual Funds | — | — | $1.0M | 7.6% | |
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $959K | 7.2% | |
| American Funds AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $819K | 6.2% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $587K | 4.4% | |
| Neuberger Berman NB LG CAP VALUE R6 | Other securities | — | — | $431K | 3.3% | |
| Metropolitan West METWEST TOT RTN BD I | Other securities | — | — | $318K | 2.4% | |
| American Funds AF TRGT DATE 2025 R6 | Mutual Funds | — | — | $312K | 2.4% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $229K | 1.7% | |
| Putnam Global PUTN GLOBAL TECH Y | Mutual Funds | — | — | $211K | 1.6% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $196K | 1.5% | |
| Hartford HTFD STRAT INC R6 | Common Stocks | — | — | $186K | 1.4% | |
| Fidelity Investments FA SMALL CAP GR Z | Mutual Funds | — | — | $176K | 1.3% | |
| ClearBridge CB INTL GRTH I | Other securities | — | — | $165K | 1.2% | |
| BlackRock BLKRK HLTH SCI OPP K | Other securities | — | — | $154K | 1.2% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $151K | 1.1% | |
| Invesco INVS DEVELOP MKT R6 | Mutual Funds | — | — | $136K | 1.0% | |
| Cohen & Steers C&S REAL ESTATE Z | Other securities | — | — | $116K | 0.9% | |
| American Century AM CENT MD CP VAL R6 | Other securities | — | — | $99K | 0.7% | |
| Janus J H BALANCED N | Mutual Funds | — | — | $88K | 0.7% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $54K | 0.4% | |
| PGIM GLB TOT RTN R6 | Other securities | — | — | $52K | 0.4% | |
| Principal PIF MIDCAP FUND R6 | Other securities | — | — | $49K | 0.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $40K | 0.3% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $40K | 0.3% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $32K | 0.2% | |
| Goldman Sachs GS INFL PRO SECS R6 | Other securities | — | — | $32K | 0.2% | |
| JPMorgan UM BEHAVIORAL VAL R6 | Other securities | — | — | $19K | 0.1% | |
| MFS MA INV TRUST R6 | Mutual Funds | — | — | $16K | 0.1% | |
| PGIM J NAT RSRCS R6 | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
