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Original filing (PDF)20250806151715NAL0002937969001
BOXOUT, LLC
Form 5500
FILING_RECEIVED
BOXOUT, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
255
Accounts w/ balance
352
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
- 46 bps in Schedule C fees — 57% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOXOUT, LLC.
Plan sponsor
Name
BOXOUT, LLC
EIN
31-1539854
Address
6333 HUDSON CROSSING PARKWAY · HUDSON, OH · 44236
Phone
(330) 571-0487
Industry
Wholesale Tradesee 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
2025-08-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK | — | CINCINNATI, OH | INVESTMENT ADVISOR | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $71K | — |
Investments
12 direct securities · 1 pooled fund· $1.3M(5% 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.
Common Collective Trust
$642K
1 holding
Uncategorized
$642K
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $642K | 2.6% | |
| MORLEY INCOME FUND III | — | — | — | $173K | 0.7% | |
| MORLEY INCOME FUND I | — | — | — | $100K | 0.4% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $90K | 0.4% | |
| MORLEY INCOME FUND IV | — | — | — | $56K | 0.2% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $54K | 0.2% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $48K | 0.2% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $46K | 0.2% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $23K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $22K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $19K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $12K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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