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Original filing (PDF)20251015092646NAL0002080547001
BOATS GROUP, LLC
Form 5500
FILING_RECEIVED
BOATS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
200
Accounts w/ balance
229
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
28 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOATS GROUP, LLC.
Plan sponsor
Name
BOATS GROUP, LLC
EIN
27-1699592
Address
1221 BRICKELL AVE · SUITE 2300 · MIAMI, FL · 33131
Phone
(786) 747-0706
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
2025-10-15
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
CFLG ACCOUNTANTS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT | — | PHILA, PA | NONE | $43K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
28 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.3M | 14.6% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.8M | 11.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.6M | 10.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.3M | 8.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 7.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $895K | 5.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $652K | 4.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $643K | 4.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $612K | 3.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $544K | 3.5% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $528K | 3.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $444K | 2.8% | |
| Vanguard Short-Term Invest Grade Adm Vanguard 0 | — | — | — | $351K | 2.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $350K | 2.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $345K | 2.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $321K | 2.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $312K | 2.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $308K | 2.0% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $302K | 1.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $253K | 1.6% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $193K | 1.2% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $178K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $124K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 833 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $106K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $68K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $55K | 0.3% | |
| Vanguard Wellesley Income Adm Vanguard 0 | — | — | — | $50K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $10K | <0.1% |
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