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Original filing (PDF)20251013164027NAL0001611553001
OUTBOX SYSTEMS, INC.
Form 5500
FILING_RECEIVED
SIMPLUS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
173
Accounts w/ balance
247
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
22 pooled trusts
Schedule D
31 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
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OUTBOX SYSTEMS, INC..
Plan sponsor
Name
OUTBOX SYSTEMS, INC.
EIN
47-2080218
Address
3300 N. ASHTON BLVD #400 · LEHI, UT · 84043
Phone
(833) 746-7587
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
2025-10-13
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)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $44K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TANNER LLC | — | SALT LAKE CITY, UT | AUDITOR | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
14 direct securities · 22 pooled funds· $17.7M(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.
Common Collective Trust
$14.9M
22 holdings
Uncategorized
$2.5M
13 holdings
Guaranteed Income / GIC
$330K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MODERATE 2055 R1 GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.8M | 22.0% | |
| FLEXPATH INDEX CONSERVATIVE 2035 R1 GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $2.7M | 15.7% | |
| FLEXPATH INDEX MODERATE 2035 R1 GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $2.1M | 12.0% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.0M | 11.5% | |
| LARGE CAP GROWTH FUND III CLASS R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $742K | 4.3% | |
| FLEXPATH INDEX AGGRESSIVE 2035 R1 GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $591K | 3.4% | |
| Fidelity Investments FIDELITY MID CAP INDEX | — | — | — | $530K | 3.1% | |
| FLEXPATH INDEX AGGRESSIVE 2045 R1 GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $527K | 3.0% | |
| FLEXPATH INDEX MODERATE RETIRE R1 GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $500K | 2.9% | |
| LARGE CAP VALUE FUND III CL R1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $430K | 2.5% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $384K | 2.2% | |
| Fidelity Investments FIDELITY SMALL CAP INDEX | — | — | — | $346K | 2.0% | |
| , fully benefit-responsive | Guaranteed Income / GIC | — | — | $330K | 1.9% | |
| Empower Guaranteed Interest Account | — | — | — | $330K | 1.9% | |
| FLEXPATH INDEX AGGRESSIVE 2055 R1 GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $321K | 1.9% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $176K | 1.0% | |
| Notes receivable from participants Participant Loans, maturing through 2029 at interest rates of 4.25%-9.50% -0- | — | — | — | $175K | 1.0% | |
| FLEXPATH INDEX CONSERVATIVE 2055 R1 GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $172K | 1.0% | |
| Fidelity Investments FIDELITY INFLATION PROTECTED BOND INDEX | — | — | — | $171K | 1.0% | |
| Wilmington Trust INTERNATIONAL EQUITY FUND FEE CLASS I1 | — | — | — | $164K | 0.9% | |
| Wilmington Trust Blackrock Total Return Bond Cl 6 | — | — | — | $146K | 0.8% | |
| COHEN & STEERS U.S. REALTY CIT RS COHEN & STEERS REALTY SHARES · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $143K | 0.8% | |
| Wilmington Trust MID CAP VALUE I1 | — | — | — | $138K | 0.8% | |
| Wilmington Trust SMALL CAP GROWTH FUND II FEE CLASS R1 | — | — | — | $137K | 0.8% | |
| Fidelity Advisor FIDELITY ADVISOR FOCUSED EMERGING MRK | — | — | — | $129K | 0.7% | |
| FLEXPATH INDEX AGGRESSIVE RETIRE R1 GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $105K | 0.6% | |
| Wilmington Trust MID CAP GROWTH I1 | — | — | — | $97K | 0.6% | |
| SMALL CAP VALUE FUND II CL I1 GREAT GRAY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $95K | 0.6% | |
| FLEXPATH INDEX CONSERVATIVE 2045 R1 GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $79K | 0.5% | |
| AB Funds AB GLOBAL BOND Z | — | — | — | $74K | 0.4% | |
| FLEXPATH INDEX CONSERVATIVE RETIRE GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $14K | <0.1% | |
| Wilmington Trust FLEXPATH INDEX CONSERVATIVE RETIRE R1 | — | — | — | $14K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 R1 GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 R1 GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRESSIVE 2025 R1 GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GROWTH L1 GREAT GRAY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $0 | <0.1% |