Haroon Shakoor signed Bounteous, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bounteous, Inc.'s EIN is 81-4235476.
Download the official 2024 Form 5500 (PDF) for Bounteous, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bounteous, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIBC BANK USA | 36-3722148 | — | NONE | $104K | — |
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fd | Common Collective Trusts | — | — | $10.7M | 16.0% | |
| Vanguard Target Retirement 2050 Fd I | Mutual Funds | — | — | $9.3M | 13.9% | |
| Vanguard Target Retirement 2055 Fd I | Mutual Funds | — | — | $7.4M | 11.1% | |
| Vanguard Target Retirement 2040 Fd I | Mutual Funds | — | — | $7.0M | 10.4% | |
| Vanguard Target Retirement 2045 Fd I | Mutual Funds | — | — | $6.8M | 10.1% | |
| Vanguard Target Retirement 2035 Fd I | Mutual Funds | — | — | $2.9M | 4.3% | |
| Vanguard Target Retirement 2060 Fd I | Mutual Funds | — | — | $2.7M | 4.1% | |
| AB US LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $2.7M | 4.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.3M | 3.4% | |
| Vanguard Target Retirement 2030 Fd I | Mutual Funds | — | — | $1.9M | 2.8% | |
| Fidelity Total Intl Index | Mutual Funds | — | — | $1.8M | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.8M | 2.6% | |
| Interest-Bearing Cash * Charles Schwab Government Money Inv | Mutual Funds | — | — | $1.5M | 2.3% | |
| American Funds FD American | Mutual Funds | — | — | $1.2M | 1.7% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard Target Retirement 2065 Fd I | Mutual Funds | — | — | $830K | 1.2% | |
| Fidelity US Bond Index Fd | Mutual Funds | — | — | $678K | 1.0% | |
| Vanguard Short-Term Investment Grade Adm | Mutual Funds | — | — | $537K | 0.8% | |
| DFA US Targeted Value Port Instl | Mutual Funds | — | — | $499K | 0.7% | |
| Principal Real Estate | Other securities | — | — | $462K | 0.7% | |
| Fidelity Adv Total Bond Fd Cl Z | Mutual Funds | — | — | $428K | 0.6% | |
| AllianceBernstein Global Bond CL Z ** 135 American Funds Small Cap World Fd R6 | Mutual Funds | — | — | $406K | 0.6% | |
| MFS Intl Diversification CL R6 | Mutual Funds | — | — | $383K | 0.6% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $338K | 0.5% | |
| BlackRock Global Allocation CL K | Other securities | — | — | $330K | 0.5% | |
| Janus Henderson Triton FD CL N | Mutual Funds | — | — | $286K | 0.4% | |
| Participant loans Interest rates from 3.25% to 10.50% -0- | Bonds / Notes | — | — | $243K | 0.4% | |
| Vanguard Target Retirement Inch Inv | Mutual Funds | — | — | $234K | 0.3% | |
| Vanguard Target Retirement 2025 Fd I | Mutual Funds | — | — | $220K | 0.3% | |
| Vanguard Target Retirement 2020 Fd I | Mutual Funds | — | — | $157K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $84K |
| — |
