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Original filing (PDF)20251013090518NAL0000903153001
BOX ACQUISITIONS, LLC (DBA BOX PARTNERS, LLC)
Form 5500
FILING_RECEIVED
BOX PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
411
Accounts w/ balance
363
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOX ACQUISITIONS, LLC (DBA BOX PARTNERS, LLC).
Plan sponsor
Name
BOX ACQUISITIONS, LLC (DBA BOX PARTNERS, LLC)
EIN
27-1454192
Address
2650 GALVIN DRIVE · ELGIN, IL · 60124
Phone
(847) 783-9000
Industry
Manufacturingsee 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
2025-10-13
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)
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
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 | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES | 33-0785439 | — | ADVISOR | $33K | — |
Investments
31 direct securities · 1 pooled fund· $12.5M(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
$12.5M
31 holdings
Common Collective Trust
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity** Fidelity Freedom Index 2035 Fund Institutional | — | — | — | $2.9M | 23.1% | |
| Fidelity** Fidelity Freedom Index 2025 Fund Institutional | — | — | — | $1.9M | 15.4% | |
| Fidelity** Fidelity Freedom Index 2045 Fund Institutional | — | — | — | $1.4M | 11.0% | |
| Fidelity** Fidelity Freedom Index 2040 Fund Institutional | — | — | — | $981K | 7.8% | |
| Fidelity** Fidelity Freedom Index 2030 Fund Institutional | — | — | — | $922K | 7.4% | |
| Fidelity** Fidelity 500 Index Fund | — | — | — | $895K | 7.1% | |
| Fidelity** Fidelity Freedom Index 2060 Fund Institutional | — | — | — | $676K | 5.4% | |
| Fidelity** Fidelity Freedom Index 2050 Fund Institutional | — | — | — | $477K | 3.8% | |
| Fidelity** Fidelity Freedom Index 2055 Fund Institutional | — | — | — | $461K | 3.7% | |
| Putnam Large Cap Growth Fund Class R6 | — | — | — | $370K | 3.0% | |
| Fidelity** Fidelity Freedom Index 2020 Fund Institutional | — | — | — | $234K | 1.9% | |
| Fidelity** Fidelity U.S. Bond Index Fund | — | — | — | $202K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 | — | — | — | $185K | 1.5% | |
| Participants** Participant notes receivable bearing interest rates ranging from 0.09 to 10.00 percent - | — | — | — | $152K | 1.2% | |
| Fidelity** Fidelity International Index Fund | — | — | — | $124K | 1.0% | |
| Fidelity** Fidelity Mid Cap Index Fund | — | — | — | $122K | 1.0% | |
| MFS Value Fund Class R6 | — | — | — | $79K | 0.6% | |
| Fidelity** Fidelity Small Cap Index Fund | — | — | — | $63K | 0.5% | |
| Fidelity** Fidelity Freedom Index 2065 Fund Institutional | — | — | — | $55K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $53K | 0.4% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $44K | 0.4% | |
| Fidelity** Fidelity Emerging Markets Index Fund | — | — | — | $42K | 0.3% | |
| MFS International Growth Fund Class R6 | — | — | — | $41K | 0.3% | |
| JPMorgan Government Bond Fund Class R6 | — | — | — | $37K | 0.3% | |
| Putnam Small Cap Growth Fund Class R6 | — | — | — | $29K | 0.2% | |
| Fidelity** Fidelity Freedom Index Income Fund Institutional | — | — | — | $26K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $14K | 0.1% | |
| Allspring Small Company Value Fund Class R6 | — | — | — | $14K | 0.1% | |
| Fidelity** Fidelity Real Estate Index Fund | — | — | — | $9K | <0.1% | |
| John Hancock John Hancock Bond Fund Class R6 | — | — | — | $6K | <0.1% | |
| Fidelity** Fidelity Freedom Index 2070 Fund Institutional * 311 Fidelity** Fidelity Government Money Market Fund Class K6 * 907 PGIM High Yield Fund - Class R6 | — | — | — | $5K | <0.1% | |
| American Century American Century Multisector Income Fund R6 Class | — | — | — | $2K | <0.1% |
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