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Original filing (PDF)20251011171717NAL0004814467001
T.F. BOYLE TRANSPORTATION INC.
Form 5500
FILING_RECEIVED
BOYLE TRANSPORTATION 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
269
Accounts w/ balance
348
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T.F. BOYLE TRANSPORTATION INC..
Plan sponsor
Name
T.F. BOYLE TRANSPORTATION INC.
DBA
BOYLE TRANSPORTATION
EIN
04-2490871
Address
15 RIVERHURST RD · BILLERICA, MA · 01821
Phone
(978) 670-3412
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $9K | — |
| RAYMOND JAMES FNCL SRVS | 59-2937883 | — | NONE | $0 | — |
Investments
30 direct securities · 1 pooled fund· $38.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$18.3M
1 holding
Uncategorized
$17.8M
29 holdings
Pooled Separate Accounts
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $18.3M | 92.5% | |
| VANGUARD 500 INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $3.2M | 16.2% | |
| Blackrock Total Return K Mutual Fund Shares 2,161,112 | — | — | — | $2.3M | 11.7% | |
| S HELD AT AMERICAN UNITED LIFE INSURANCE COMPANY (AUL), A ONEAMERICA COMPANY Alger Capital Appreciation Z Mutual Fund Shares 504,580 | Pooled Separate Accounts | — | — | $1.9M | 9.7% | |
| VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0 | — | — | — | $1.5M | 7.6% | |
| Amerfds Fndamental Invs R6 Mutual Fund Shares 486,600 | — | — | — | $1.3M | 6.4% | |
| Dfa Us Targeted Val I Mutual Fund Shares 603,366 | — | — | — | $1.1M | 5.7% | |
| NUVEEN LIFECYCLE IDX 2035 R6 MUTUAL FUND SHARES 0 | — | — | — | $1.1M | 5.6% | |
| NUVEEN LIFECYCLE IDX 2025 R6 MUTUAL FUND SHARES 0 | — | — | — | $1.0M | 5.3% | |
| NUVEEN LIFECYCLE IDX 2040 R6 MUTUAL FUND SHARES 0 | — | — | — | $871K | 4.4% | |
| AUL Stable Value Account | — | — | — | $809K | 4.1% | |
| NUVEEN LIFECYCLE IDX 2030 R6 MUTUAL FUND SHARES 0 | — | — | — | $773K | 3.9% | |
| Amercent Heritage R6 Mutual Fund Shares 288,195 | — | — | — | $738K | 3.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 5.25%, with maturities through December 2029 0 | — | — | — | $658K | 3.3% | |
| Nuveen Lifecycle Index 2050 Fund 163,347 | — | — | — | $346K | 1.8% | |
| Nuveen Lifecycle Index 2055 Fund 131,435 | — | — | — | $280K | 1.4% | |
| Nuveen Lifecycle Index 2045 Fund 128,285 | — | — | — | $268K | 1.4% | |
| VANGUARD MID CAP INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $262K | 1.3% | |
| NUVEEN LIFECYCLE IDX 2060 R6 MUTUAL FUND SHARES 0 | — | — | — | $237K | 1.2% | |
| Goldmansachs Int Eq Insi R6 Mutual Fund Shares 145,955 | — | — | — | $235K | 1.2% | |
| Dfa Global Eqty I Mutual Fund Shares 90,378 | — | — | — | $193K | 1.0% | |
| Amerfds American Balanced R6 Mutual Fund Shares 61,015 | — | — | — | $118K | 0.6% | |
| Vanguard Selected Value Investments 49,422 | — | — | — | $96K | 0.5% | |
| Nuveen Lifecycle Index 2065 Fund 76,416 | — | — | — | $92K | 0.5% | |
| AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0 | — | — | — | $89K | 0.4% | |
| Ggt Blackrock US Debt Idx 81,296 | — | — | — | $85K | 0.4% | |
| Nuveen Lifecycle Index 2020 Fund 36,603 | — | — | — | $58K | 0.3% | |
| Dfa Infla-Prot Securities I Mutual Fund Shares 47,633 | — | — | — | $53K | 0.3% | |
| Nuveen Lifecycle Idx Income 10,609 | — | — | — | $16K | <0.1% | |
| Nuveen Lifecycle Index 2010 Fund 7,986 | — | — | — | $12K | <0.1% | |
| Nuveen Lifecycle Index 2015 Fund 1,866 | — | — | — | $3K | <0.1% |