JODY Porter signed Frank M. Booth, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Frank M. Booth, Inc.'s EIN is 94-1257060.
Download the official 2024 Form 5500 (PDF) for Frank M. Booth, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frank M. Booth, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| CG 2035 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 535 | Common Collective Trust | $2.4M | 26.3% |
| CG 2045 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 545 | Common Collective Trust | $1.5M | 16.6% |
| CG 2050 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 550 | Common Collective Trust | $1.3M | 13.9% |
| CG 2030 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 530 | Common Collective Trust | $763K | 8.2% |
| CG 2060 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 560 | Common Collective Trust | $642K | 6.9% |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | $534K | 5.7% |
| CG 2040 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 540 | Common Collective Trust | $523K | 5.6% |
| CG 2055 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 555 | Common Collective Trust | $458K | 4.9% |
| CG 2020 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 520 | Common Collective Trust | $315K | 3.4% |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | $236K | 2.5% |
| CG 2025 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 525 | Common Collective Trust | $199K | 2.1% |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139853 / PN 631 | Common Collective Trust | $184K | 2.0% |
| CG 2015 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 515 | Common Collective Trust | $66K | 0.7% |
| C&S US REALTY CT SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | $60K | 0.6% |
| CG 2065 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 565 | Common Collective Trust | $22K | 0.2% |
| CG 2010 TRGT DATE CT GREAT GRAY TRUST COMPANY, LLC · EIN 95-6597294 / PN 510 | Common Collective Trust | $12K | 0.1% |
