Steven Thomas signed Boecore, LLC DBA Auria's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boecore, LLC DBA Auria's EIN is 84-1590236.
Download the official 2024 Form 5500 (PDF) for Boecore, LLC DBA Auria from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boecore, LLC DBA Auria'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREIGHTON RETIREMENT PARTNERS | — | DENVER, CO | INVESTMENT ADVISOR | $90K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $6.8M | 15.1% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $3.0M | 6.7% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $2.8M | 6.3% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $2.5M | 5.5% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $2.4M | 5.5% | |
| BlackRock | Other securities | — | — | $2.3M | 5.0% | |
| Vanguard | Mutual Funds | — | — | $2.2M | 5.0% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $2.1M | 4.6% | |
| JPMorgan | Other securities | — | — | $1.8M | 4.0% | |
| American Funds | Mutual Funds | — | — | $1.7M | 3.9% | |
| Columbia | Other securities | — | — | $1.7M | 3.8% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $1.6M | 3.6% | |
| Fidelity Investments | Mutual Funds | — | — | $1.6M | 3.6% | |
| Allspring | Other securities | — | — | $1.6M | 3.6% | |
| Columbia | Other securities | — | — | $1.4M | 3.1% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 3.0% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $1.2M | 2.8% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $1.1M | 2.5% | |
| Federated | Other securities | — | — | $728K | 1.6% | |
| Empower Annuity Insurance Company | Common Stocks | — | — | $726K | 1.6% | |
| American Funds | Mutual Funds | — | — | $677K | 1.5% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $403K | 0.9% | |
| T. Rowe Price | Other securities | — | — | $366K | 0.8% | |
| American Funds | Mutual Funds | — | — | $364K | 0.8% | |
| JPMorgan | Other securities | — | — | $349K | 0.8% | |
| Janus | Mutual Funds | — | — | $334K | 0.7% | |
| Massachusetts Financial Services Co. | Common Stocks | — | — | $292K | 0.7% | |
| Fidelity Investments | Mutual Funds | — | — | $236K | 0.5% | |
| Cohen & Steers | Other securities | — | — | $211K | 0.5% | |
| JPMorgan | Other securities | — | — | $205K | 0.5% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $181K | 0.4% | |
| Goldman Sachs | Other securities | — | — | $174K | 0.4% | |
| Notes receivable from participants | Other securities | — | — | $139K | 0.3% | |
| JPMorgan | Other securities | — | — | $115K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP, LLC |
| — |
| GREENWOOD VILLAGE, CO |
| INVESTMENT MANAGEMENT |
| $28K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | — | WHITE PLAINS, NY | CONTRACT ADMIN | $24K | — |
