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Original filing (PDF)20251015172648NAL0010832434016
BOUNTEOUS, INC.
Form 5500
FILING_RECEIVED
BOUNTEOUS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
613
Accounts w/ balance
789
Plan assets (EOY)
$67.2M
Net assets (EOY)
$67.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — 164% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOUNTEOUS, INC..
Plan sponsor
Name
BOUNTEOUS, INC.
EIN
81-4235476
Address
2100 MANCHESTER ROAD, SUITE 1750 · WHEATON, IL · 60187
Phone
(773) 296-2600
Industry
CPA Offices· 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIBC BANK USA | 36-3722148 | — | NONE | $104K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $95K | — |
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $84K | — |
Investments
29 direct securities · 1 pooled fund· $67.1M(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
$64.1M
28 holdings
Common Collective Trust
$2.7M
1 holding
Mutual Funds
$406K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fd | — | — | — | $10.7M | 16.0% | |
| Vanguard Target Retirement 2050 Fd I | — | — | — | $9.3M | 13.9% | |
| Vanguard Target Retirement 2055 Fd I | — | — | — | $7.4M | 11.1% | |
| Vanguard Target Retirement 2040 Fd I | — | — | — | $7.0M | 10.4% | |
| Vanguard Target Retirement 2045 Fd I | — | — | — | $6.8M | 10.1% | |
| Vanguard Target Retirement 2035 Fd I | — | — | — | $2.9M | 4.3% | |
| Vanguard Target Retirement 2060 Fd I | — | — | — | $2.7M | 4.1% | |
| AB US LARGE CAP GROWTH CIT ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 007 | Common Collective Trust | — | — | $2.7M | 4.0% | |
| Fidelity Mid Cap Index | — | — | — | $2.3M | 3.4% | |
| Vanguard Target Retirement 2030 Fd I | — | — | — | $1.9M | 2.8% | |
| Fidelity Total Intl Index | — | — | — | $1.8M | 2.7% | |
| Fidelity Small Cap Index | — | — | — | $1.8M | 2.6% | |
| Interest-Bearing Cash * Charles Schwab Government Money Inv | — | — | — | $1.5M | 2.3% | |
| American Funds FD American | — | — | — | $1.2M | 1.7% | |
| American Funds New World R6 | — | — | — | $1.0M | 1.6% | |
| Vanguard Target Retirement 2065 Fd I | — | — | — | $830K | 1.2% | |
| Fidelity US Bond Index Fd | — | — | — | $678K | 1.0% | |
| Vanguard Short-Term Investment Grade Adm | — | — | — | $537K | 0.8% | |
| DFA US Targeted Value Port Instl | — | — | — | $499K | 0.7% | |
| Principal Real Estate | — | — | — | $462K | 0.7% | |
| Fidelity Adv Total Bond Fd Cl Z | — | — | — | $428K | 0.6% | |
| AllianceBernstein Global Bond CL Z ** 135 American Funds Small Cap World Fd R6 | Mutual Funds | — | — | $406K | 0.6% | |
| MFS Intl Diversification CL R6 | — | — | — | $383K | 0.6% | |
| American Funds Europacific Growth R6 | — | — | — | $338K | 0.5% | |
| BlackRock Global Allocation CL K | — | — | — | $330K | 0.5% | |
| Janus Henderson Triton FD CL N | — | — | — | $286K | 0.4% | |
| Participant loans Interest rates from 3.25% to 10.50% -0- | — | — | — | $243K | 0.4% | |
| Vanguard Target Retirement Inch Inv | — | — | — | $234K | 0.3% | |
| Vanguard Target Retirement 2025 Fd I | — | — | — | $220K | 0.3% | |
| Vanguard Target Retirement 2020 Fd I | — | — | — | $157K | 0.2% |
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