Louis Hernandez signed Bohannan-Huston, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bohannan-Huston, Inc.'s EIN is 85-0202170.
Download the official 2024 Form 5500 (PDF) for Bohannan-Huston, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bohannan-Huston, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $44K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | SECURITIES BROKER | $1 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS-ADAMS LLP | 91-0189318 | — | AUDITOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica RetireOnTrack 2010 Fund Collective trust ** 168 Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $9.9M | 17.5% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $9.5M | 16.8% | |
| Transamerica Guaranteed Investment Option*** Guaranteed investment contract | Stable Value | — | — | $3.7M | 6.5% | |
| Pioneer Fundamental Growth Fund Mutual fund | Other securities | — | — | $3.7M | 6.5% | |
| Transamerica RetireOnTrack 2030 Fund Collective trust | Common Collective Trusts | — | — | $3.3M | 5.7% | |
| FIDELITY INSTITUTIONAL AM CORE PLUS GREAT GREY · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $2.9M | 5.0% | |
| Fidelity International Index Fund Mutual fund | Common Collective Trusts | — | — | $2.8M | 5.0% | |
| JPMorgan Value Advantage Fund Mutual fund | Other securities | — | — | $2.5M | 4.4% | |
| Vanguard Information Tech Index Adm Fund Mutual fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $2.1M | 3.7% | |
| American Funds EuroPacific Growth Fund Mutual fund | Mutual Funds | — | — | $2.1M | 3.7% | |
| WILMINGTON MFS MID CAP GR CLASS S WILMINGTON TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.0M | 3.5% | |
| Victory Sycamore Established Value Fund Mutual fund | Other securities | — | — | $2.0M | 3.5% | |
| Vanguard Intermediate Term US Treasury Fund Mutual fund | U.S. Treasuries | — | — | $1.9M | 3.3% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $1.6M | 2.8% | |
| Vanguard Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $1.5M | 2.7% | |
| Self-directed brokerage accounts Common stocks | Self-Directed Brokerage | — | — | $1.4M | 2.5% | |
| Transamerica RetireOnTrack 2035 Fund Collective trust | Common Collective Trusts | — | — | $1.4M | 2.5% | |
| T. Rowe Price Small Cap Stock Fund Mutual fund | Other securities | — | — | $1.1M | 2.0% | |
| DRIEHAUS EMERGING MARKETS GROWTH CL RELIANCE TRUST · EIN 37-6553761 / PN 001 | Common Collective Trust | — | — | $1.0M | 1.8% | |
| PGIM Gloval Total Return Fund Mutual fund | Other securities | — | — | $994K | 1.8% | |
| Transamerica RetireOnTrack 2045 Fund Collective trust | Common Collective Trusts | — | — | $992K | 1.8% | |
| BlackRock Health Sciences Opportunities Fund Mutual fund | Other securities | — | — | $909K | 1.6% | |
| Victory Sycamore Small Co Opp Fund Mutual fund | Common Stocks | — | — | $837K | 1.5% | |
| American Funds Balanced Fund Mutual fund | Mutual Funds | — | — | $818K | 1.4% | |
| Transamerica RetireOnTrack 2020 Fund Collective trust | Common Collective Trusts | — | — | $646K | 1.1% | |
| Self-directed brokerage accounts Exchange-traded funds | Self-Directed Brokerage | — | — | $612K | 1.1% | |
| Transamerica RetireOnTrack 2040 Fund Collective trust | Common Collective Trusts | — | — | $598K | 1.1% | |
| Transamerica RetireOnTrack 2025 Fund Collective trust | Common Collective Trusts | — | — | $587K | 1.0% | |
| Transamerica RetireOnTrack 2055 Fund Collective trust | Common Collective Trusts | — | — | $573K | 1.0% | |
| Transamerica RetireOnTrack 2060 Fund Collective trust | Common Collective Trusts | — | — | $536K | 0.9% | |
| Transamerica RetireOnTrack 2050 Fund Collective trust | Common Collective Trusts | — | — | $525K | 0.9% | |
| Transamerica RetireOnTrack 2065 Fund Collective trust | Common Collective Trusts | — | — | $341K | 0.6% | |
| maturing through June 2036 - | Other securities | — | — | $294K | 0.5% | |
| Davis Financial Fund Mutual fund | Other securities | — | — | $227K | 0.4% | |
| Vanguard Federal Money Market Fund Mutual fund | Mutual Funds | — | — | $85K | 0.1% | |
| Self-directed brokerage accounts Money market fund | Self-Directed Brokerage | — | — | $56K | <0.1% | |
| Transamerica RetireOnTrack 2015 Fund Collective trust | Common Collective Trusts | — | — | $38K | <0.1% | |
| Self-directed brokerage accounts Mutual fund | Self-Directed Brokerage | — | — | $6K | <0.1% |
