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Original filing (PDF)20251009123208NAL0006582273001
BOULDER HEAVY INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
BOULDER HEAVY INDUSTRIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
136
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOULDER HEAVY INDUSTRIES, LLC.
Plan sponsor
Name
BOULDER HEAVY INDUSTRIES, LLC
EIN
20-8317308
Address
2000 CENTRAL AVE · SUITE 100 · BOULDER, CO · 80301
Phone
(303) 867-8800
Industry
Professional & Technical Servicessee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RICHEY MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
30 direct securities· $7.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 5,735.069 | $786K | $1.2M | 16.0% | |
| FID BLUE CHIP GR | — | 4,483.01 | $610K | $1.0M | 14.0% | |
| FID FREEDOM 2055 K | — | 36,967.031 | $499K | $584K | 8.0% | |
| FID FREEDOM 2050 K | — | 35,162.238 | $411K | $480K | 6.6% | |
| FID FREEDOM 2045 K | — | 33,805.077 | $386K | $455K | 6.2% | |
| FID INTL INDEX | — | 9,115.863 | $428K | $433K | 5.9% | |
| FID FREEDOM 2035 K | — | 21,922.92 | $308K | $343K | 4.7% | |
| MFS VALUE R3 | — | 6,298.236 | $288K | $303K | 4.2% | |
| FID TOTAL BOND | — | 31,986.232 | $318K | $301K | 4.1% | |
| FID FREEDOM 2060 K | — | 18,564.151 | $243K | $269K | 3.7% | |
| FID INTL CAP APPREC | — | 8,928.442 | $210K | $246K | 3.4% | |
| AS SPL MD CP VAL ADM | — | 5,011.888 | $244K | $237K | 3.2% | |
| FID GROWTH STRAT | — | 3,409.599 | $171K | $226K | 3.1% | |
| FID FREEDOM 2040 K | — | 15,850.894 | $159K | $183K | 2.5% | |
| FID FREEDOM 2065 K | — | 12,062.37 | $140K | $159K | 2.2% | |
| FID GOVT MMKT | — | 132,805.33 | $133K | $133K | 1.8% | |
| FID US BOND IDX | — | 11,298.047 | $120K | $115K | 1.6% | |
| FID SM CAP IDX | — | 4,044.738 | $93K | $112K | 1.5% | |
| FID MID CAP IDX | — | 2,754.983 | $70K | $93K | 1.3% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $76K | 1.0% | |
| PIF REAL EST SEC R5 | — | 2,787.936 | $72K | $75K | 1.0% | |
| FID PURITAN | — | 3,005.609 | $73K | $75K | 1.0% | |
| FID SMALL CAP GROWTH | — | 2,033.283 | $61K | $68K | 0.9% | |
| FID SMALL CAP VALUE | — | 2,587.451 | $46K | $53K | 0.7% | |
| FID FREEDOM 2030 K | — | 1,787.354 | $29K | $31K | 0.4% | |
| FID FREEDOM 2020 K | — | 2,071.274 | $28K | $30K | 0.4% | |
| FID FREEDOM 2015 K | — | 1,024.957 | $11K | $12K | 0.2% | |
| FID FREEDOM INC K | — | 1,020.644 | $10K | $11K | 0.1% | |
| PGIM GLB TOT RTN R4 | — | 823.843 | $5K | $4K | <0.1% | |
| FID FREEDOM 2025 K | — | 35.068 | $442 | $477 | <0.1% |
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