Shelly Barnett signed BOU Bancorp, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BOU Bancorp, Inc.'s EIN is 87-0661662.
Download the official 2024 Form 5500 (PDF) for BOU Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BOU Bancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS INSURANCE S | 33-0232417 | — | OTHER SERVICES | $0 | — |
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.
| CETERA ADVISOR NETWORKS LLC |
| 95-3845382 |
| — |
| OTHER SERVICES |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BOU Bancorp, Inc. BOU Bancorp, Inc. common stock | Common Stocks | — | $8.3M | $33.7M | 44.8% | |
| Principal Funds Inc LargeCap Growth I R5 Fund+ | Common Stocks | — | — | $3.9M | 5.2% | |
| PRIN LIFETIME HYB 2035 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $3.0M | 4.0% | |
| BOU Bancorp, Inc. Cash | Cash / Money Market | — | $2.7M | $2.7M | 3.6% | |
| PRIN LIFETIME HYB 2045 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 3.4% | |
| Principal Funds Inc LargeCap S&P 500 Index R5 Fund | Common Collective Trusts | — | — | $2.4M | 3.1% | |
| PRIN LIFETIME HYB 2040 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.4M | 3.1% | |
| PRIN LIFETIME HYB 2030 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.2M | 3.0% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $1.9M | 2.5% | |
| Principal Funds Inc Capital Appreciation R5 Fund | Common Stocks | — | — | $1.8M | 2.3% | |
| The American Funds Am Fds EuroPacific Grth R4 Fd | Mutual Funds | — | — | $1.7M | 2.3% | |
| PRIN LIFETIME HYB 2025 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.7M | 2.3% | |
| PRIN LIFETIME HYB 2050 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| Columbia Management Advisors Columbia US Treasury Idx A Fd | U.S. Treasuries | — | — | $1.6M | 2.2% | |
| Shelton Capital Management Shelton Nasdaq 100 Idx Dir Fund | Common Collective Trusts | — | — | $1.4M | 1.8% | |
| Invesco Dividend Income A Fund | Mutual Funds | — | — | $1.2M | 1.6% | |
| PRIN LIFETIME HYB 2020 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| PRIN LIFETIME HYB 2055 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| Principal Global Investors Core Fixed Inc R5 Fd+ | Common Stocks | — | — | $751K | 1.0% | |
| Principal Funds Inc MidCap S&P 400 Index R5 Fund | Common Stocks | — | — | $726K | 1.0% | |
| Jennison Dryden PGIM Jennison Md Cap Gth A Fd | Other securities | — | — | $712K | 0.9% | |
| American Funds Service Company Am Fds New Persp R4 Fund | Mutual Funds | — | — | $618K | 0.8% | |
| Principal Funds Inc MidCap R5 Fund+ | Common Stocks | — | — | $527K | 0.7% | |
| Principal Funds Inc SmallCap S&P 600 Index R5 Fund | Common Stocks | — | — | $515K | 0.7% | |
| Lord Abbett Lord Abbett Dev Growth A Fund | Mutual Funds | — | — | $452K | 0.6% | |
| PRIN LIFETIME HYB 2060 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $450K | 0.6% | |
| from 2021 to 2028 - | Other securities | — | — | $393K | 0.5% | |
| American Century Investments Am Cent Sm Cap Val A Fund | Other securities | — | — | $374K | 0.5% | |
| Principal Funds Inc MidCap Value I R5 Fund+ | Common Stocks | — | — | $369K | 0.5% | |
| Principal Funds Inc Real Estate Securities R5 Fund | Common Stocks | — | — | $314K | 0.4% | |
| Principal Funds Inc High Yield Fund (A)+ | Common Stocks | — | — | $299K | 0.4% | |
| PRIN LIFETIME HYB INC CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $199K | 0.3% | |
| PRIN LIFETIME HYB 2015 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $182K | 0.2% | |
| American Century Investments Am Cent Infla Adj Bond A Fd | Other securities | — | — | $133K | 0.2% | |
| PRIN LIFETIME HYB 2065 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $124K | 0.2% | |
| Alliance Funds, Inc. AB Global Bond A Fund | Common Stocks | — | — | $60K | <0.1% | |
| (E) | Other securities | — | — | $60K | <0.1% | |
| (E) | Other securities | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z30 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $11K | <0.1% |
