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Original filing (PDF)20250910052311NAL0012983571001
BLINDSTO GO US INC.
Form 5500
FILING_RECEIVED
BLINDS TO GO 401K PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
495
Accounts w/ balance
547
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "ALLSPRING ASSET ALLOC INST" is 32% of plan.
- 57 bps in Schedule C fees — 95% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLINDSTO GO US INC..
Plan sponsor
Name
BLINDSTO GO US INC.
EIN
52-1901971
Address
101 E STATE ROUTE 4 · PARAMUS, NJ · 076522635
Phone
(514) 255-4000
Industry
Retail 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
2025-09-10
Pension benefit codes
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
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $45K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $28K | — |
Investments
21 direct securities· $12.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLSPRING ASSET ALLOC INST | Registered Investment Companies | — | — | $4.0M | 31.0% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $2.2M | 17.3% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $2.2M | 17.1% | |
| BLACKROCK ADV LARGE CAP INSTL | Registered Investment Companies | — | — | $1.5M | 11.7% | |
| BLACKROCK CAP APPRECIATION I | Registered Investment Companies | — | — | $584K | 4.5% | |
| BLK INTERNATIONAL INST | Registered Investment Companies | — | — | $297K | 2.3% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $265K | 2.1% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $228K | 1.8% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $181K | 1.4% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $180K | 1.4% | |
| AB RELATIVE VALUE Z | Registered Investment Companies | — | — | $174K | 1.3% | |
| INVESCO AMERICAN FRANCHISE R6 | Registered Investment Companies | — | — | $153K | 1.2% | |
| MFS CORPORATE BOND R6 | Registered Investment Companies | — | — | $151K | 1.2% | |
| BLACKROCK LC FOCUS VALUE INST | Registered Investment Companies | — | — | $148K | 1.1% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $82K | 0.6% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $27K | 0.2% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $22K | 0.2% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $21K | 0.2% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $21K | 0.2% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $19K | 0.1% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $10K | <0.1% |
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