Back to filter
Original filing (PDF)20260223124538NAL0001009761001
BOST, INC.
Form 5500
FILING_RECEIVED
BOST, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
595
Accounts w/ balance
326
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOST, INC..
Plan sponsor
Name
BOST, INC.
EIN
71-0539738
Address
P.O BOX 11495 · FORT SMITH, AR · 72917
Phone
(479) 478-5602
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
LITTLE, SHANEYFELT, MARSHALL & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL BANK OF FORT SMITH | 71-0058845 | — | NONE | $30K | — |
| FUTURE CAPITAL | 62-1823351 | — | NONE | $27K | — |
Investments
14 direct securities· $8.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Grade Bond Fund #26 N/A | — | — | — | $1.4M | 14.8% | |
| Markets Index ADM N/A | — | — | — | $1.3M | 13.8% | |
| Fund ADM #540 N/A | — | — | — | $1.2M | 12.7% | |
| Index Fund ADM #0585 N/A | — | — | — | $1.0M | 10.9% | |
| Income Fund ADM #0565 N/A | — | — | — | $904K | 9.8% | |
| Money Market Port CL I #0059 N/A | — | — | — | $828K | 9.0% | |
| Index Fund ADM #5859 N/A | — | — | — | $587K | 6.4% | |
| Growth Index ADM N/A | — | — | — | $404K | 4.4% | |
| Conservative Growth Fund #724 N/A | — | — | — | $364K | 4.0% | |
| Participant Loans Participant loans 7.25% - 10.75% N/A | — | — | — | $349K | 3.8% | |
| Growth Fund #122 N/A | — | — | — | $223K | 2.4% | |
| Investment Grade Fund ADM #539 N/A | — | — | — | $193K | 2.1% | |
| Index ADM N/A | — | — | — | $124K | 1.3% | |
| Moderate Growth Fund #914 N/A | — | — | — | $105K | 1.1% |