Nathan Boyack signed BAI's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BAI's EIN is 86-1077679.
Download the official 2022 Form 5500 (PDF) for BAI from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)BAI's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 16 * AdvisorTrust, Inc. Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $183K | 16.4% | |
| 21 * AdvisorTrust, Inc. Vanguard Value Index Admiral | Mutual Funds | — | — | $143K | 12.8% | |
| 4 * AdvisorTrust, Inc. DFA US Large Company | Mutual Funds | — | — | $142K | 12.8% | |
| 5 * AdvisorTrust, Inc. DFA US Small Cap | Mutual Funds | — | — | $138K | 12.4% | |
| 6 * AdvisorTrust, Inc. Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $109K | 9.7% | |
| 7 * AdvisorTrust, Inc. Vanguard Emerging Markets Stock Index Admiral | Mutual Funds | — | — | $85K | 7.6% | |
| 3 * AdvisorTrust, Inc. DFA Real Estate Securities | Mutual Funds | — | — | $70K | 6.3% | |
| 15 * AdvisorTrust, Inc. Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $51K | 4.6% | |
| 1 * AdvisorTrust, Inc. DFA International Small Company | Mutual Funds | — | — | $47K | 4.2% | |
| 19 * AdvisorTrust, Inc. Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $26K | 2.3% | |
| 14 * AdvisorTrust, Inc. Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $17K | 1.6% | |
| 17 * AdvisorTrust, Inc. Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $15K | 1.4% | |
| 18 * AdvisorTrust, Inc. Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $14K | 1.3% | |
| 20 * AdvisorTrust, Inc. Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $13K | 1.2% | |
| 13 * AdvisorTrust, Inc. Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $13K | 1.1% | |
| 11 * AdvisorTrust, Inc. Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $12K | 1.0% | |
| 8 * AdvisorTrust, Inc. Vanguard Federal Money Market ** 395 9 * AdvisorTrust, Inc. Vanguard Interim-Term Treasury Admiral | Mutual Funds | — | — | $12K | 1.0% | |
| 22 * AdvisorTrust, Inc. Cash | Cash / Money Market | — | — | $7K | 0.6% | |
| 12 * AdvisorTrust, Inc. Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $7K | 0.6% | |
| 2 * AdvisorTrust, Inc. DFA Investment Grade | Mutual Funds | — | — | $7K | 0.6% | |
| 10 * AdvisorTrust, Inc. Vanguard Short-Term Investment-Grade Admiral | Mutual Funds | — | — | $5K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
