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Original filing (PDF)20231011143610NAL0040339472001
BOMBAY LANE, LP
Form 5500
FILING_RECEIVED
FACILITY 401(K) PLAN
401(k) retirement plan
Signals · 2
~122 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,496
Accounts w/ balance
964
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 122 bps in Schedule C fees — 134% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOMBAY LANE, LP.
Plan sponsor
Name
BOMBAY LANE, LP
EIN
20-2043683
Address
20 MANSELL COURT EAST · STE 200 · ROSWELL, GA · 30076
Phone
(678) 987-3707
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAULDIN & JENKINS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $70K | — |
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $19K | — |
Investments
4 pooled funds· $127K(2% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | $103K | 1.4% |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | $22K | 0.3% |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | $2K | <0.1% |
| RESOURCES DIVERSIFIED FIXED INC CL ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | $0 | <0.1% |