Original filing (PDF)20251013143130NAL0000713443001

BOSTON, INC.

Name: BOSTON, INC. — BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: BOSTON, INC.

Form 5500

FILING_RECEIVED

BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

458

Accounts w/ balance

486

Plan assets (EOY)

$51.5M

Net assets (EOY)

$34.3M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSTON, INC..

Plan sponsor

Name

BOSTON, INC.

EIN

39-1493231

Address

2917 BUSINESS PARK DRIVE · STEVENS POINT, WI · 54482

Phone

(715) 254-1156

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

3I · Requires investment in employer securities

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $50.2M(97% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Allocated - 31,945.3366	—	—	$31.1M	$50.2M	97.4%
	Unallocated	—	—	—	$40K	<0.1%

Related plans

Similar-size Retail Trade plans

DARVIN HOLDING COMPANY

DARVIN HOLDING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

$50.3M · 208 participants

FURNITURE ROW, BC, INC.

FURNITURE ROW 401(K) SAVINGS PLAN

$49.1M · 1,515 participants

LIVING SPACES FURNITURE, LLC

LIVING SPACES FURNITURE, LLC 401(K) PLAN

$54.4M · 3,571 participants

STEINHAFELS INC.

STEINHAFELS INC. PROFIT SHARING 401(K) PLAN

$48.0M · 597 participants

RED THREAD SPACES LLC

RED THREAD SPACES LLC 401(K) PLAN

$58.0M · 328 participants