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Original filing (PDF)20251013164011NAL0001611297001
BUSINESSOLVER.COM, INC.
Form 5500
FILING_RECEIVED
BUSINESSOLVER 401-K PLAN
401(k) retirement plan
Active participants
1,416
Accounts w/ balance
1,243
Plan assets (EOY)
$95.8M
Net assets (EOY)
$95.8M
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
- 29 bps in Schedule C fees — 83% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSINESSOLVER.COM, INC..
Plan sponsor
Name
BUSINESSOLVER.COM, INC.
EIN
42-1503807
Address
1025 ASHWORTH ROAD · SUITE 101 · WEST DES MOINES, IA · 50265
Phone
(888) 460-9625
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DENMAN CPA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $281K | — |
Investments
27 direct securities · 1 pooled fund· $101.2M(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
$96.7M
27 holdings
Common Collective Trust
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class K | — | — | — | $10.8M | 11.3% | |
| Vanguard 2040 Target Retirement | — | — | — | $9.0M | 9.4% | |
| iShares MSCI EAFE International Index K | — | — | — | $8.8M | 9.2% | |
| Fidelity Mid Cap Index | — | — | — | $7.6M | 8.0% | |
| Fidelity Advisor Balanced Fund Class Z | — | — | — | $7.0M | 7.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $5.9M | 6.2% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $5.7M | $5.7M | 5.9% | |
| Vanguard 2065 Target Retirement 375 Vanguard FTSE Social Index Admiral | — | — | — | $5.3M | 5.5% | |
| JP Morgan US Value Fund R6 | — | — | $3.7M | $4.5M | 4.7% | |
| ACCRUED INCOME ACCRUED INCOME 741 COLUMBIA TR STBL HI QLT ADMIN0 COMMON / COLLECTIVE TRUSTS | — | — | $4.3M | $4.5M | 4.6% | |
| COLUMBIA TRUST STABLE HI QUALITY IN AMERIPRISE TRUST COMPANY · EIN 87-2295015 / PN 036 | Common Collective Trust | — | — | $4.5M | 4.6% | |
| T ROWE PRICE GRTH STK FD CL I MUTUAL FUNDS | — | — | $3.2M | $3.9M | 4.0% | |
| Fidelity US Bond Index Fund | — | — | — | $3.6M | 3.8% | |
| Vanguard 2050 Target Retirement | — | — | — | $3.3M | 3.4% | |
| BLACKROCK EMERGING MRKTS INSTL MUTUAL FUNDS | — | — | $3.4M | $3.2M | 3.4% | |
| Vanguard 2030 Target Retirement | — | — | $2.8M | $3.0M | 3.1% | |
| Vanguard 2055 Target Retirement | — | — | — | $1.7M | 1.8% | |
| Deutsche Bank Real Estate Securities Class R6 | — | — | — | $1.7M | 1.7% | |
| November 2024 to March 2054 | — | — | — | $1.2M | 1.2% | |
| LOAN FUND LOANS | — | — | $1.2M | $1.2M | 1.2% | |
| Cash 590 Mutual Funds American Funds Europacific Growth R6 | — | — | — | $1.1M | 1.2% | |
| Vanguard 2045 Target Retirement | — | — | — | $919K | 1.0% | |
| Vanguard High Yield Corporate | — | — | — | $903K | 0.9% | |
| Vanguard 2060 Target Retirement | — | — | — | $846K | 0.9% | |
| PGIM Total Return Bond R6 | — | — | — | $819K | 0.9% | |
| Vanguard 2020 Target Retirement | — | — | — | $196K | 0.2% | |
| BlackRock Liquidity Fed Fund Cash Reserve Shares | — | — | — | $24K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $23K | $23K | <0.1% |
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