Back to filter
Original filing (PDF)20251015171213NAL0005224177001
BOARDWALK IG MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
BOARDWALK IG 401(K) PLAN
401(k) retirement plan
Active participants
67
Accounts w/ balance
237
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
- 37 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 BOARDWALK IG MANAGEMENT, LLC.
Plan sponsor
Name
BOARDWALK IG MANAGEMENT, LLC
EIN
81-0819781
Address
1945 PLACENTIA AVENUE · BUILDING D · COSTA MESA, CA · 92627
Phone
(949) 698-1553
Industry
Finance & Insurancesee 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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY CONSULTING GROUP | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION BENEFITS UNLIMITED INC | 33-0499726 | — | OTHER SERVICES | $0 | — |
Investments
24 direct securities · 1 pooled fund· $15.2M(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
$14.5M
24 holdings
Common Collective Trust
$746K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Tgt Rmt 2040 Inv Fund Mutual fund | — | — | — | $2.3M | 14.8% | |
| Vanguard Tgt Rmt 2050 Inv Fund Mutual fund | — | — | — | $1.4M | 9.2% | |
| Vanguard 500 Index Adm Fund Mutual fund | — | — | — | $1.4M | 9.1% | |
| Vanguard Tgt Rmt Inc Inv Fund Mutual fund | — | — | — | $1.1M | 6.9% | |
| MFS Growth R6 Fund Mutual fund | — | — | — | $916K | 6.0% | |
| Vanguard Tgt Rmt 2030 Inv Fund Mutual fund | — | — | — | $853K | 5.6% | |
| Vanguard Tgt Rmt 2055 Inv Fund Mutual fund | — | — | — | $849K | 5.6% | |
| MFS New Discovery Value R6 Fund Mutual fund | — | — | — | $811K | 5.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $746K | 4.9% | |
| Vanguard Mid Cap Index Adm Fund Mutual fund | — | — | — | $738K | 4.8% | |
| Vanguard Tgt Rmt 2045 Inv Fund Mutual fund | — | — | — | $735K | 4.8% | |
| Baird Core Plus Bond I Fund Mutual fund | — | — | — | $607K | 4.0% | |
| Vanguard Tgt Rmt 2025 Inv Fund Mutual fund | — | — | — | $507K | 3.3% | |
| Putnam Large Cap Value R6 Fund Mutual fund | — | — | — | $411K | 2.7% | |
| Carillon Eagle Mid Cap Grth R6 Fund Mutual fund | — | — | — | $398K | 2.6% | |
| Vanguard Tgt Rmt 2060 Inv Fund Mutual fund | — | — | — | $338K | 2.2% | |
| Vanguard Tgt Rmt 2035 Inv Fund Mutual fund | — | — | — | $304K | 2.0% | |
| Vanguard Small Cap Index Adm Fund Mutual fund | — | — | — | $256K | 1.7% | |
| Am Funds EuroPacific Grth R6 Fund Mutual fund | — | — | — | $239K | 1.6% | |
| Vanguard Tgt Rmt 2020 Inv Fund Mutual fund | — | — | — | $122K | 0.8% | |
| Cohen & Steers I Realty Sh Fund Mutual fund | — | — | — | $107K | 0.7% | |
| Loomis Sayles Small Cap Grth N Fund Mutual fund | — | — | — | $71K | 0.5% | |
| Vanguard Ttl Intl Stk Index Adm Fund Mutual fund | — | — | — | $65K | 0.4% | |
| Vanguard Tgt Rmt 2065 Inv Fund Mutual fund | — | — | — | $42K | 0.3% | |
| DFA Emerg Mkt Core Eqty I Fund Mutual fund | — | — | — | $17K | 0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Finance & Insurance plans
PREMIUM MORTGAGE CORPORATION
PREMIUM MORTGAGE CORPORATION 401(K) PLAN
$15.3M · 195 participants
AMERICAN SECURITY MORTGAGE CORP.
AMERICAN SECURITY MORTGAGE CORP. 401(K) PROFIT SHARING PLAN
$15.1M · 142 participants
ACOPIA, LLC
ACOPIA 401(K) PLAN
$15.5M · 124 participants
INTERCOASTAL MORTGAGE, LLC
INTERCOASTAL MORTGAGE 401(K) PLAN
$14.9M · 179 participants
T2 FINANCIAL LLC
T2 FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST
$15.7M · 830 participants
TEXAS ASSOCIATION OF REALTORS, INC.
TEXAS ASSOCIATION OF REALTORS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$15.7M · 74 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B