How big is Boxunion Holdings, LLC's plan?

Boxunion Holdings, LLC's plan reported $608K in assets and 163 participants for 2024.

Original filing (PDF)20250527150720NAL0004026339001

Boxunion Holdings, LLC

Name: Boxunion Holdings, LLC — Boxunion Retirement Plan, Form 5500 (2024)
Creator: Boxunion Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Boxunion Retirement Plan

401(k) retirement plan · Boxunion Holdings, LLC's Boxunion Retirement Plan held $608K in plan assets for 163 participants in 2024.

Signals · 1

No auditor on file

Active participants

163

Accounts w/ balance

Plan assets (EOY)

$608K

Net assets (EOY)

$608K

People on this filing

Stefanie Lee signed Boxunion Holdings, LLC's 2024 Form 5500 as plan administrator.

Stefanie Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Boxunion Holdings, LLC's EIN is 81-1312167.

EIN 81-1312167

Plan number 001

Plan year 2024

ACK ID 20250527150720NAL0004026339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Boxunion Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Boxunion Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOXUNION HOLDINGS, LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score