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Original filing (PDF)20250929144448NAL0010991265001
BOKA POWELL, LLC
Form 5500
FILING_RECEIVED
BOKA POWELL, LLC. 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
116
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOKA POWELL, LLC.
Plan sponsor
Name
BOKA POWELL, LLC
EIN
75-2850109
Address
8080 PARK LANE · SUITE 800 · DALLAS, TX · 75231
Phone
(972) 701-9000
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
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $20K | — |
| CLOSED DLR-WOODBURY FINANCIAL | 41-0944586 | — | ADVISOR | $6K | — |
Investments
32 direct securities · 1 pooled fund· $13.2M(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
$12.2M
32 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds AF TRGT DATE 2030 R6 | — | — | — | $2.3M | 17.1% | |
| American Funds AF TRGT DATE 2045 R6 | — | — | — | $1.9M | 14.1% | |
| American Funds AF TRGT DATE 2050 R6 | — | — | — | $1.4M | 10.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.1M | 8.0% | |
| American Funds AF TRGT DATE 2010 R6 628 American Funds AF TRGT DATE 2020 R6 | — | — | — | $1.0M | 7.6% | |
| Fidelity Investments FID 500 INDEX | — | — | — | $959K | 7.2% | |
| American Funds AF TRGT DATE 2035 R6 | — | — | — | $819K | 6.2% | |
| American Funds AF TRGT DATE 2055 R6 | — | — | — | $587K | 4.4% | |
| Neuberger Berman NB LG CAP VALUE R6 | — | — | — | $431K | 3.3% | |
| Metropolitan West METWEST TOT RTN BD I | — | — | — | $318K | 2.4% | |
| American Funds AF TRGT DATE 2025 R6 | — | — | — | $312K | 2.4% | |
| American Funds AF TRGT DATE 2060 R6 | — | — | — | $229K | 1.7% | |
| Putnam Global PUTN GLOBAL TECH Y | — | — | — | $211K | 1.6% | |
| MFS GROWTH R6 | — | — | — | $196K | 1.5% | |
| Hartford HTFD STRAT INC R6 | — | — | — | $186K | 1.4% | |
| Fidelity Investments FA SMALL CAP GR Z | — | — | — | $176K | 1.3% | |
| ClearBridge CB INTL GRTH I | — | — | — | $165K | 1.2% | |
| BlackRock BLKRK HLTH SCI OPP K | — | — | — | $154K | 1.2% | |
| American Funds AF TRGT DATE 2040 R6 | — | — | — | $151K | 1.1% | |
| Invesco INVS DEVELOP MKT R6 | — | — | — | $136K | 1.0% | |
| Cohen & Steers C&S REAL ESTATE Z | — | — | — | $116K | 0.9% | |
| American Century AM CENT MD CP VAL R6 | — | — | — | $99K | 0.7% | |
| Janus J H BALANCED N | — | — | — | $88K | 0.7% | |
| Fidelity Investments FID MID CAP IDX | — | — | — | $54K | 0.4% | |
| PGIM GLB TOT RTN R6 | — | — | — | $52K | 0.4% | |
| Principal PIF MIDCAP FUND R6 | — | — | — | $49K | 0.4% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $40K | 0.3% | |
| Fidelity Investments FID SM CAP IDX | — | — | — | $40K | 0.3% | |
| PGIM HIGH YIELD R6 | — | — | — | $32K | 0.2% | |
| Goldman Sachs GS INFL PRO SECS R6 | — | — | — | $32K | 0.2% | |
| JPMorgan UM BEHAVIORAL VAL R6 | — | — | — | $19K | 0.1% | |
| MFS MA INV TRUST R6 | — | — | — | $16K | 0.1% | |
| PGIM J NAT RSRCS R6 | — | — | — | $2K | <0.1% |
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