Peter Gloggner signed Boone Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boone Health, Inc.'s EIN is 85-0769204.
Download the official 2024 Form 5500 (PDF) for Boone Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boone Health, Inc.'s plan includes 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.7M | 9.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.7M | 9.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 8.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.4M | 8.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.2M | 6.6% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.1M | 6.3% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.1M | 6.3% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | Mutual Funds | — | — | $1.0M | 5.9% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr | Common Collective Trusts | — | — | $892K | 5.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $734K | 4.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $583K | 3.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $571K | 3.2% | |
| PIMCO Total Return Fund; Institutional Class | Mutual Funds | — | — | $405K | 2.3% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $397K | 2.2% | |
| Putnam Large Cap Value Trust | Mutual Funds | — | — | $353K | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $217K | 1.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $216K | 1.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $139K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $93K | 0.5% | |
| American Century Small Cap Value Fund | Other securities | — | — | $43K | 0.2% | |
| BlackRock MidCap Growth Equity Fund | Other securities | — | — | $27K | 0.2% | |
| AB US Large Cap Growth CIT (W Series) | Common Collective Trusts | — | — | $26K | 0.1% | |
| Invesco Oppenheimer Discovery Fund 583 * Vanguard Target Retirement 2060 Fund 454 * Participants Participant Loans Rates 8.25% - | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
