· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BOXUNION HOLDINGS, LLC — BOXUNION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250527150720NAL0004026339001
BOXUNION HOLDINGS, LLC
Form 5500-SF
FILING_RECEIVED
BOXUNION RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
163
Accounts w/ balance
21
Plan assets (EOY)
$608K
Net assets (EOY)
$608K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BOXUNION HOLDINGS, LLC
.
Find decision makers
Plan sponsor
Name
BOXUNION HOLDINGS, LLC
EIN
81-1312167
Address
2261 MARKET STREET, 10533 · SAN FRANCISCO, CA · 94114
Phone
(323) 907-2980
Industry
Retail Trade
see 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
2025-05-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
THE NAKED MONKEY, INC.
MONKEY 401(K) PLAN
$608K · 20 participants
HUMMINGBIRD WHOLESALE
HUMMINGBIRD WHOLESALE RETIREMENT TRUST
$608K · 52 participants
ION ATHLETICS, LLC
P AND J TRADING, INC. 401(K) PLAN
$610K · 27 participants
CONNECTICUT MEDICAL AESTHETICS
CONNECTICUT MEDICAL AESTHETICS CASH BALANCE PLAN
$606K · 3 participants
SOLIDARITUS HEALTH GROUP PC
SOLIDARITUS HEALTH GROUP PC 401(K) PROFIT SHARING PLAN & TRUST
$605K · 27 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 13% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ORGANIC OLIVIA LLC
ORGANIC OLIVIA LLC 401(K)
$604K · 6 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
