Chase Jensen signed The Boyer Company, L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Boyer Company, L.C.'s EIN is 87-0357186.
Download the official 2024 Form 5500 (PDF) for The Boyer Company, L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Boyer Company, L.C.'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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPING FEES | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $2K | — |
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 Large Cap Growth Index Mutual Fund N/A | Mutual Funds | — | — | $2.5M | 12.3% | |
| Fidelity 500 Index Mutual Fund N/A | Common Collective Trusts | — | — | $2.1M | 10.2% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 7.4% | |
| Vanguard Equity-Income Adm Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 6.4% | |
| Blackrock 40/60 Target Allocation K Mutual Fund N/A | Other securities | — | — | $1.1M | 5.2% | |
| PUTNAM STABLE VALUE FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $903K | 4.4% | |
| Janus Henderson Global Tech Innovation N Mutual Fund N/A | Mutual Funds | — | — | $792K | 3.8% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund N/A | Mutual Funds | — | — | $708K | 3.4% | |
| American Funds New World R6 Mutual Fund N/A | Mutual Funds | — | — | $703K | 3.4% | |
| DFA US Small Cap Growth Instl Mutual Fund N/A | Mutual Funds | — | — | $673K | 3.3% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Fund N/A | Mutual Funds | — | — | $618K | 3.0% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund N/A | Mutual Funds | — | — | $562K | 2.7% | |
| Fidelity Mid Cap ValueIndex Mutual Fund N/A | Mutual Funds | — | — | $561K | 2.7% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund N/A | Mutual Funds | — | — | $523K | 2.5% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund N/A | Mutual Funds | — | — | $513K | 2.5% | |
| PGIM High-Yeild R6 Mutual Fund N/A | Other securities | — | — | $478K | 2.3% | |
| DFA US Targeted Value I Mutual Fund N/A | Mutual Funds | — | — | $460K | 2.2% | |
| Blackrock Health Sciences Opps K Mutual Fund N/A | Other securities | — | — | $458K | 2.2% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund N/A | Mutual Funds | — | — | $421K | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund N/A | Mutual Funds | — | — | $343K | 1.7% | |
| Fidelity US Bond Index Mutual Fund N/A | Mutual Funds | — | — | $337K | 1.6% | |
| (continued) Nuveen Lifecycle Index 2065 R6 Mutual Fund N/A | Mutual Funds | — | — | $320K | 1.6% | |
| Janus Henderson Enterprise N Mutual Fund N/A | Mutual Funds | — | — | $316K | 1.5% | |
| Invesco Gold & Special Minerals R6 Mutual Fund N/A | Mutual Funds | — | — | $279K | 1.4% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund N/A | Mutual Funds | — | — | $230K | 1.1% | |
| Notes receivable from participants Maturing 2025-2032 at interest rates of 4.25%-9.50% - | Bonds / Notes | — | — | $228K | 1.1% | |
| DFA Large Cap International I Mutual Fund N/A | Mutual Funds | — | — | $213K | 1.0% | |
| Fidelity Small Cap Index Mutual Fund N/A | Mutual Funds | — | — | $207K | 1.0% | |
| Nuveen Core Bond R6 Mutual Fund N/A | Mutual Funds | — | — | $176K | 0.9% | |
| DFA Real Estate Securities I Mutual Fund N/A | Mutual Funds | — | — | $173K | 0.8% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund N/A | Mutual Funds | — | — | $128K | 0.6% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund N/A | Mutual Funds | — | — | $122K | 0.6% | |
| Blackrock 80/20 Target Allocation K Mutual Fund N/A | Other securities | — | — | $116K | 0.6% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund N/A | Mutual Funds | — | — | $101K | 0.5% | |
| Nuveen International Equity Index R6 Mutual Fund N/A | Common Collective Trusts | — | — | $96K | 0.5% | |
| Blackrock 20/80 Target Allocation K Mutual Fund N/A | Other securities | — | — | $92K | 0.4% | |
| Vanguard Materials Index Adm Mutual Fund N/A | Mutual Funds | — | — | $54K | 0.3% | |
| DFA International Large Cap Growh Mutual Fund N/A | Mutual Funds | — | — | $39K | 0.2% | |
| Fidelity Advisor Financials Z Mutual Fund N/A | Mutual Funds | — | — | $33K | 0.2% | |
| American Funds American Balanced R6 Mutual Fund N/A | Mutual Funds | — | — | $31K | 0.2% | |
| DFA Inflation-Protected Securities I Mutual Fund N/A | Mutual Funds | — | — | $22K | 0.1% | |
| Franklin Utilities R6 Mutual Fund N/A | Mutual Funds | — | — | $15K | <0.1% | |
| DFA US Small Cap Value I Mutual Fund N/A | Mutual Funds | — | — | $12K | <0.1% | |
| Blackrock 60/40 Target Allocation K Mutual Fund N/A | Other securities | — | — | $8K | <0.1% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $360 | <0.1% |
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 |
|---|---|---|---|---|---|
| WC ADMINISTRATORS, LLC | 20-1663072 | MIDVALE, UT | TPA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL SERVICES | 26-4311657 | AUSTIN, TX | 3(38) FIDUCIARY | $7K | — |
