Original filing (PDF)20251222090103NAL0005021171001

BOUMA GROUP, INC.

Name: BOUMA GROUP, INC. — BOUMA GROUP, INC. RETIREMENT PLAN, Form 5500 (2024)
Creator: BOUMA GROUP, INC.

Form 5500

FILING_RECEIVED

BOUMA GROUP, INC. RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

194

Accounts w/ balance

279

Plan assets (EOY)

$31.4M

Net assets (EOY)

$31.4M

How this plan invests

This plan

4 pooled trusts

Schedule D

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

Participation health

100

Knocking points off

36 bps in Schedule C fees — modestly above peer band of 29 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOUMA GROUP, INC..

Plan sponsor

Name

BOUMA GROUP, INC.

EIN

20-1562907

Address

4101 ROGER B CHAFFEE BLVD SE · GRAND RAPIDS, MI · 495483443

Phone

(616) 538-3600

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-12-22

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)

2U · Association Retirement Plan

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CROWE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STIFEL, NICOLAUS AND COMPANY	43-0538770	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$113K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOUMA CORPORATION	38-1395711	—	OTHER SERVICES	$0	—

Investments

16 direct securities · 4 pooled funds· $40.5M(100% of reported assets)

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.

Uncategorized

$31.0M

16 holdings

Common Collective Trust

$5.8M

1 holding

Pooled Separate Account

$3.8M

3 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Victory Sycamore Est Val R Fd	—	—	$0	$5.8M	18.3%
PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001	Common Collective Trust	—	—	$5.8M	18.3%
Principal Stable Value Z Fund	—	—	$0	$5.1M	16.2%
Prin LgCp S&P 500 Index SA-Z	—	—	$0	$3.6M	11.4%
Pioneer Bond Y Fund	—	—	$0	$3.5M	11.1%
Prin SmCap S&P 600 Index SA-Z	—	—	$0	$3.3M	10.7%
PIMCO Real Return Instl Fund	—	—	$0	$2.2M	7.1%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	—	$2.2M	7.1%
Prin MidCap S&P 400 Idx SA-Z	—	—	$0	$1.3M	4.3%
Invesco Comstock R5 Fd	—	—	$0	$971K	3.1%
AB Large Cap Growth A Fund	—	—	$0	$907K	2.9%
Franklin Small Cap Grth R6 Fd	—	—	$0	$902K	2.9%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	—	$878K	2.8%
Franklin Small Cap Value R6 Fd	—	—	$0	$878K	2.8%
Cohen & Steers Re Est Sec A Fd	—	—	$0	$804K	2.6%
JP Morgan Mid Cap Growth R5 Fd	—	—	$0	$789K	2.5%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	—	$714K	2.3%
Inv Dev Mark Y Fd	—	—	$0	$714K	2.3%
Participant Loans	—	—	$0	$196K	0.6%
Am Fds EuroPacific Grth R6 Fd	—	—	$0	$24K	<0.1%