Stephen Golden signed Bobcat North America, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bobcat North America, LLC's EIN is 81-2113185.
Download the official 2023 Form 5500 (PDF) for Bobcat North America, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bobcat North America, LLC'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 |
|---|---|---|---|---|---|
| UNITED OF OMAHA | 47-0032211 | — | INVESTMENT COMPANY | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $609K | 93.1% | |
| Vanguard Target Retirement 2030 Fund Pooled separate account | Pooled Separate Accounts | — | — | $140K | 21.3% | |
| Vanguard Target Retirement 2035 Fund Pooled separate account | Pooled Separate Accounts | — | — | $129K | 19.7% | |
| Vanguard Target Retirement 2050 Fund Pooled separate account | Pooled Separate Accounts | — | — | $99K | 15.2% | |
| Vanguard Target Retirement 2025 Fund Pooled separate account | Pooled Separate Accounts | — | — | $70K | 10.7% | |
| Vanguard Target Retirement 2040 Fund Pooled separate account | Pooled Separate Accounts | — | — | $65K | 9.9% | |
| Vanguard Target Retirement 2045 Fund Pooled separate account | Pooled Separate Accounts | — | — | $29K | 4.5% | |
| Vanguard Target Retirement 2020 Fund Pooled separate account | Pooled Separate Accounts | — | — | $21K | 3.2% | |
| Vanguard Target Retirement 2055 Fund Pooled separate account | Pooled Separate Accounts | — | — | $19K | 3.0% | |
| Vanguard Target Retirement 2060 Fund Pooled separate account | Pooled Separate Accounts | — | — | $9K | 1.4% | |
| T Rowe Price Personal Strategy Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $8K | 1.3% | |
| TIPS Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $8K | 1.2% | |
| United of Omaha Guaranteed Account Guaranteed investment contract 398 * Participant Loans Interest rates of 4. 25% - 7. 50% with maturities through 2025 | Stable Value | — | — | $7K | 1.1% | |
| T Rowe Price Personal Strategy Balanced Fund Pooled separate account | Pooled Separate Accounts | — | — | $7K | 1.0% | |
| Stock Market Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $3K | 0.5% | |
| Vanguard FTSE Social Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $1K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
