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Original filing (PDF)20251014094417NAL0002436641001
BOLEY CENTERS, INC.
Form 5500
FILING_RECEIVED
BOLEY CENTERS 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
202
Accounts w/ balance
147
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Balanced Index Fund ''" is 31% of plan.
Helping the score
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOLEY CENTERS, INC..
Plan sponsor
Name
BOLEY CENTERS, INC.
EIN
59-1290089
Address
6655 66TH STREET NORTH · PINELLAS PARK, FL · 33781
Phone
(727) 821-4819
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $22K | — |
Investments
17 direct securities· $7.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund '' | — | — | — | $2.2M | 30.9% | |
| Schwab Fundamental U.S. Large Comp Index '' | — | — | — | $1.2M | 16.8% | |
| American Funds Bond Fund of Amer R6 '' | — | — | — | $1.2M | 16.2% | |
| Synthetic Cash Account '' 86 Vanguard Federal Money Market Fund Money Market | — | — | — | $734K | 10.3% | |
| Fidelity 500 Index Fund '' | — | — | — | $472K | 6.6% | |
| Nuveen Large Cap Growth Indx R6 '' | — | — | — | $392K | 5.5% | |
| Value Line Mid Cap Focused Institutional Mutual Fund | — | — | — | $310K | 4.3% | |
| BBH Limited Duration Instl '' | — | — | — | $286K | 4.0% | |
| Vanguard Tax Managed Small Cap Fund '' | — | — | — | $96K | 1.3% | |
| Notes receivable from participants various maturity dates | — | — | — | $74K | 1.0% | |
| Fidelity Advisor Semiconductors Z '' | — | — | — | $57K | 0.8% | |
| Vanguard Financials Index Fund '' | — | — | — | $41K | 0.6% | |
| Vanguard Developed Markets Index - ADM '' | — | — | — | $33K | 0.5% | |
| Congress Small Cap Growth Instl '' | — | — | — | $32K | 0.5% | |
| Janus Henderson GL Life Sci N '' | — | — | — | $32K | 0.4% | |
| Fidelity Select Utilities '' | — | — | — | $12K | 0.2% | |
| Vanguard Tax-Managed Balanced Fund '' | — | — | — | $7K | <0.1% |
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