The Boeing CO. And Consolidated Subsidiaries 401(k): best low-cost funds
The Boeing Company 401(k) Retirement Plan · Plan #002 · Seattle, WA
Suggested simple Boglehead mix
- US stocks (~60%): NT Collective S&P 500 Index Fund - DC - Non Lending (Tier J)
- International stocks (~20-30%): NT Collective All Country World ex-US Investable Market Index Fund - DC - Non Lending
- Bonds (~10-20%): MFB NT Collective Aggregate Bond Index Fund - Non Lending
Fund names from the plan's public SEC Form 11-K for plan year 2024 (Schedule H, line 4i schedule of assets / fund list). Confirm they are on your current menu and check expense ratios. Adjust the bond share for your age and risk tolerance.
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Pooled funds named in the filing (Schedule D)
These are collective trusts and similar pooled funds the plan reported holding. Names that look like index funds are tagged index by keyword, so check them yourself. Mutual funds are not listed by name in the free data.
| Fund | Manager | Type | Plan's holding |
|---|---|---|---|
| TBC ESP MT Investment Account | The Boeing CO. & Consolidated Subs | Master trust | $73.2B |
How plan assets are invested
| Category (Schedule H) | Amount | Share |
|---|---|---|
| Master trusts | $73.2B | 99.1% |
| Participant loans | $706.2M | 1.0% |
Fees paid from plan assets
| Total administrative expenses | $0 |
Reported administrative expenses were about 0.000% of average plan assets, or about $0 per participant with a balance. This usually excludes fund expense ratios netted inside mutual funds and trusts.
Source: DOL EFAST2 Form 5500 & Schedules H/D, filing ID 20250725165111NAL0006865489001. EIN 910425694.