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Original filing (PDF)20250903125007NAL0031588402001
BOOM TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
BOOM TECHNOLOGY 401(K) PLAN
401(k) retirement plan
Active participants
134
Accounts w/ balance
225
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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
- 72 bps in Schedule C fees — 149% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOOM TECHNOLOGY, INC..
Plan sponsor
Name
BOOM TECHNOLOGY, INC.
EIN
47-1956218
Address
6803 S TUCSON WAY · CENTENNIAL, CO · 80112
Phone
(720) 285-6199
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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
26 direct securities · 2 pooled funds· $15.7M(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
$15.0M
26 holdings
Common Collective Trust
$719K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 | — | — | — | $3.7M | 23.6% | |
| American Funds AF TRGT DATE 2050 R6 | — | — | — | $2.1M | 13.0% | |
| American Funds AF TRGT DATE 2045 R6 | — | — | — | $1.3M | 8.0% | |
| American Funds AF TRGT DATE 2055 R6 | — | — | — | $909K | 5.8% | |
| Fidelity US BOND | — | — | — | $892K | 5.7% | |
| Fidelity INTERNATIONAL | — | — | — | $849K | 5.4% | |
| MFS GROWTH | — | — | — | $810K | 5.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $651K | 4.1% | |
| Fidelity SMALL CAP | — | — | — | $496K | 3.1% | |
| American Funds AF TRGT DATE 2030 R6 | — | — | — | $479K | 3.0% | |
| American Funds AF TRGT 2035 R6 | — | — | — | $469K | 3.0% | |
| Pimco INCOME | — | — | — | $414K | 2.6% | |
| Fidelity MID CAP | — | — | — | $407K | 2.6% | |
| American Funds AF TRGT DATE 2060 R6 | — | — | — | $381K | 2.4% | |
| Fidelity EMERGING MARKETS | — | — | — | $347K | 2.2% | |
| MFS INTL DIVRSN | — | — | — | $310K | 2.0% | |
| Putnam LG CAP VAL R6 | — | — | — | $235K | 1.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $200K | 1.3% | |
| American Funds AF TRGT DATE 2040 R6 | — | — | — | $195K | 1.2% | |
| American Funds AF TRGT DATE 2025 R6 | — | — | — | $184K | 1.2% | |
| Pimco TOTAL RTN BD | — | — | — | $155K | 1.0% | |
| Allspring SPL MID CP VAL | — | — | — | $73K | 0.5% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $68K | 0.4% | |
| American Funds AF TRGT DATE 2065 R6 | — | — | — | $61K | 0.4% | |
| American Funds AF TRGT DATE 2010 R6 | — | — | — | $58K | 0.4% | |
| American Century SMCAP VAL | — | — | — | $36K | 0.2% | |
| American Funds AF TRGT DATE 2020 R6 | — | — | — | $28K | 0.2% | |
| Janus Henderson TRITON | — | — | — | $18K | 0.1% |
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