Cathy Bertolette signed Boys Republic's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boys Republic's EIN is 95-1647813.
Download the official 2023 Form 5500 (PDF) for Boys Republic from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Boys Republic's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD FIDUCIARY TRUST COMPANY | 23-2186884 | — | TRUSTEE | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | INVESTMENT MANAGER | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Vanguard Fiduciary Trust Company Vanguard Long-term Investment Grade - | Mutual Funds | — | — | $24.3M | 51.3% | |
| Vanguard Fiduciary Trust Company Vanguard Long-term Treasury Fund Admiral | Mutual Funds | — | — | $8.1M | 17.1% | |
| Vanguard Fiduciary Trust Company Vanguard Total International Stock Index Inst. | Mutual Funds | — | — | $5.6M | 11.9% | |
| Vanguard Fiduciary Trust Company Vanguard Total Stock Market Index Fund Inst. | Common Collective Trusts | — | — | $5.4M | 11.4% | |
| Vanguard Fiduciary Trust Company Vanguard Primecap Fund Admiral | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Fiduciary Trust Company Vanguard Windsor Fund | Mutual Funds | — | — | $1.5M | 3.2% | |
| Vanguard Fiduciary Trust Company Cash and cash equivalents - | Mutual Funds | — | — | $233K | 0.5% | |
| (g) OF | Other securities | — | — | $125K | 0.3% | |
| NET GAINOR (LOSS)$ $ 386 | Other securities | — | $23K | $21K | <0.1% | |
| PRICE 16 SELLING$ $ June 30, 2024 386 | Other securities | — | $23K | $21K | <0.1% | |
| (h) DATE CURRENTVALUE OFASSET ON TRANSACTION$ $ 161 268 292 44 15 | Other securities | — | — | $17K | <0.1% | |
| Represents a party-in-interest to the Plan as defined by ERISA. | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
