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Original filing (PDF)20250729114353NAL0001566083001
BOULEVARD LABS, INC.
Form 5500
FILING_RECEIVED
BOULEVARD LABS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
235
Accounts w/ balance
264
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
35 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
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOULEVARD LABS, INC..
Plan sponsor
Name
BOULEVARD LABS, INC.
EIN
81-1808362
Address
626 WILSHIRE BLVD · SUITE 410 · LOS ANGELES, CA · 900172915
Phone
(424) 437-8285
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
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | INVESTMENT MANAGEMENT | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC | — | SAN DIEGO, CA | CONTRACT ADMINISTRATOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEE CPA AUDIT GROUP | — | SACRAMENTO, CA | AUDITOR | $9K | — |
Investments
34 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement I 2055 I Registered Investment Company | — | — | — | $1.6M | 20.5% | |
| Fidelity 500 Index Registered Investment Company | — | — | — | $1.2M | 15.4% | |
| T. Rowe Price Retirement I 2050 I Registered Investment Company | — | — | — | $1.1M | 13.9% | |
| T. Rowe Price Retirement I 2060 I Registered Investment Company | — | — | — | $812K | 10.7% | |
| T. Rowe Price Retirement I 2045 I Registered Investment Company | — | — | — | $630K | 8.3% | |
| T. Rowe Price Retirement I 2040 I Registered Investment Company | — | — | — | $543K | 7.1% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $255K | 3.4% | |
| Blackrock Inflation Protected Bond K Registered Investment Company ** 268 Blackrock Strategic Global Bond K Registered Investment Company ** 538 Blackrock Technology Opportunities K Registered Investment Company | — | — | — | $252K | 3.3% | |
| American Funds Europacific Gr R6 Registered Investment Company | — | — | — | $183K | 2.4% | |
| Empower S&P Small Cap 600 Index Inst Registered Investment Company | — | — | — | $129K | 1.7% | |
| T. Rowe Price Retirement I 2035 I Registered Investment Company | — | — | — | $127K | 1.7% | |
| Fidelity Emerging Markets Index Registered Investment Company | — | — | — | $116K | 1.5% | |
| Fidelity Small Cap Value Index Registered Investment Company | — | — | — | $98K | 1.3% | |
| Putnam Small Cap Growth R6 Registered Investment Company | — | — | — | $79K | 1.0% | |
| Registered Investment Companies American Funds Capital Inc Bldr R6 Registered Investment Company | — | — | — | $76K | 1.0% | |
| T. Rowe Price Retirement I 2065 I Registered Investment Company | — | — | — | $55K | 0.7% | |
| Janus Henderson Overseas N Registered Investment Company | — | — | — | $55K | 0.7% | |
| Invesco Discovery Mid Cap Growth R6 Registered Investment Company | — | — | — | $53K | 0.7% | |
| American Funds Income Fund Of America R6 Registered Investment Company | — | — | — | $52K | 0.7% | |
| Empower Real Estate Index Inst Registered Investment Company | — | — | — | $46K | 0.6% | |
| DFA US Large Cap Value I Registered Investment Company | — | — | — | $37K | 0.5% | |
| Group Annuity Contract * EI Fixed Account - Series Class I Group Annuity Contract | — | — | — | $32K | 0.4% | |
| DFA International Value I Registered Investment Company | — | — | — | $30K | 0.4% | |
| T. Rowe Price Retirement I 2025 I Registered Investment Company | — | — | — | $27K | 0.4% | |
| T. Rowe Price Health Sciences I Registered Investment Company | — | — | — | $22K | 0.3% | |
| Fidelity Mid Cap Value Index Registered Investment Company | — | — | — | $22K | 0.3% | |
| Empower High Yield Bond Inst Registered Investment Company | — | — | — | $21K | 0.3% | |
| T. Rowe Price Retirement I 2020 I Registered Investment Company | — | — | — | $20K | 0.3% | |
| T. Rowe Price Retirement I 2005 I Registered Investment Company | — | — | — | $10K | 0.1% | |
| Victory Trivalent International Sm-Cp I Registered Investment Company | — | — | — | $6K | <0.1% | |
| JPMorgan Mortgage-Backed Securities R6 Registered Investment Company | — | — | — | $3K | <0.1% | |
| T. Rowe Price Retirement Balanced I Registered Investment Company | — | — | — | $2K | <0.1% | |
| Federated Hermes Total Return Bond R6 Registered Investment Company | — | — | — | $2K | <0.1% | |
| PIMCO Income Instl Registered Investment Company | — | — | — | $1K | <0.1% |
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