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.
Know this plan's fund menu? Submit it and we'll add a fund-by-fund pick list.
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.
FAQ
What are the best low-cost funds in the The Boeing CO. And Consolidated Subsidiaries 401(k)?
Based on public filings, index options include NT Collective S&P 500 Index Fund - DC - Non Lending (Tier J) (US stocks), NT Collective All Country World ex-US Investable Market Index Fund - DC - Non Lending (international stocks) and MFB NT Collective Aggregate Bond Index Fund - Non Lending (bonds). Confirm them against your current plan menu and fee disclosure.
Can I build a three-fund portfolio in the The Boeing CO. And Consolidated Subsidiaries 401(k)?
It appears so: the filing lists a US stock index fund, an international index fund and a bond index fund. The split between them depends on your own goals and risk tolerance.
How big is the The Boeing CO. And Consolidated Subsidiaries 401(k) plan?
The plan reported about $73.8B in net assets and 215,449 participants with balances for plan year 2024, according to its DOL Form 5500 filing.
Where does this data come from?
From public U.S. Department of Labor Form 5500 filings (EFAST2) and, where noted, the plan's SEC Form 11-K. Data can be outdated or incomplete, and this page is not financial advice.
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