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Original filing (PDF)20251008142003NAL0013983762001
BONIFACE & COMPANY, INC.
Form 5500
FILING_RECEIVED
BONIFACE-HIERS 401(K) PLAN
401(k) retirement plan
Active participants
303
Accounts w/ balance
154
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
How this plan invests
This plan
1 pooled trust
Schedule D
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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 47 bps in Schedule C fees — 63% above peer band of 29 bps.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONIFACE & COMPANY, INC..
Plan sponsor
Name
BONIFACE & COMPANY, INC.
EIN
59-2882249
Address
625 E NASA BLVD · MELBOURNE, FL · 32901
Phone
(321) 508-3616
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
2025-10-08
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS LLC | — | LAKE MARY, FL | INVESTMENT ADVISOR | $24K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY LLP | — | WEST PALM BEACH, FL | AUDITOR | $7K | — |
Investments
21 direct securities · 1 pooled fund· $12.8M(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
$12.0M
21 holdings
Common Collective Trust
$792K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2020 Target Date Retire R6 | — | — | — | $1.9M | 15.5% | |
| American Funds 2035 Target Date Retire R6 | — | — | — | $1.7M | 14.6% | |
| American Funds 2025 Target Date Retire R6 | — | — | — | $1.7M | 13.9% | |
| American Funds 2030 Target Date Retire R6 | — | — | — | $1.4M | 12.1% | |
| American Funds 2050 Target Date Retire R6 | — | — | — | $852K | 7.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $792K | 6.6% | |
| Galliard Stable Return Fund C | — | — | — | $771K | 6.4% | |
| American Funds 2040 Target Date Retire R6 | — | — | — | $755K | 6.3% | |
| American Funds 2015 Target Date Retire R6 | — | — | — | $619K | 5.2% | |
| American Funds 2045 Target Date Retire R6 | — | — | — | $544K | 4.5% | |
| American Funds 2055 Target Date Retire R6 | — | — | — | $394K | 3.3% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - 4.00% - 9.50%, various maturities. | — | — | — | $349K | 2.9% | |
| American Funds 2060 Target Date Retire R6 | — | — | — | $308K | 2.6% | |
| American Funds 2065 Target Date Retire R6 | — | — | — | $220K | 1.8% | |
| Vanguard 500 Index Admiral | — | — | — | $175K | 1.5% | |
| Vanguard Growth Index Admiral | — | — | — | $129K | 1.1% | |
| American Funds 2010 Target Date Retire R6 | — | — | — | $41K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $28K | 0.2% | |
| Vanguard Small Cap Growth Index Admiral | — | — | — | $27K | 0.2% | |
| Empower Trust Company Holding Account | — | — | — | $21K | 0.2% | |
| Pimco Income Institutional | — | — | — | $17K | 0.1% | |
| Vanguard Value Index Admiral | — | — | — | $17K | 0.1% |