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Original filing (PDF)20251007151951NAL0008417888002
BLUFOX MOBILE LLC
Form 5500
FILING_RECEIVED
BLUFOX MOBILE 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
395
Accounts w/ balance
155
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
How this plan invests
This plan
25 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "TransamericaRetOnTrk 2040 with Amer Fds RetAct Pooled Separate Accounts" is 32% of plan.
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUFOX MOBILE LLC.
Plan sponsor
Name
BLUFOX MOBILE LLC
EIN
82-1471419
Address
998C OLD COUNTRY RD STE 332 · PLAINVIEW, NY · 118034917
Phone
(516) 595-3083
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENLINE WEALTH MANAGEMENT, LLC | 83-1400761 | — | INVESTMENT ADVISORY - PLA | $1K | — |
Investments
1 direct security · 25 pooled funds· $1.2M(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.
Pooled Separate Account
$1.2M
25 holdings
Uncategorized
$8K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $390K | 32.1% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 693 | Pooled Separate Account | — | — | $191K | 15.7% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 692 | Pooled Separate Account | — | — | $141K | 11.6% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 402 | Pooled Separate Account | — | — | $124K | 10.2% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | — | — | $118K | 9.7% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 817 | Pooled Separate Account | — | — | $98K | 8.0% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | — | — | $35K | 2.9% | |
| TRANSAMERICA PRTNRS STCK INDX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $27K | 2.2% | |
| FIDELITY ADVISOR INTL CAP APPRECIAT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 202 | Pooled Separate Account | — | — | $23K | 1.9% | |
| JPMORGAN LRG CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 580 | Pooled Separate Account | — | — | $22K | 1.8% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | — | — | $20K | 1.7% | |
| Participant loans Due 2027 - | — | — | — | $8K | 0.7% | |
| STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $7K | 0.6% | |
| JANUS HENDERSON ENTERPRISE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 881 | Pooled Separate Account | — | — | $2K | 0.2% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $2K | 0.2% | |
| DFA U.S. TARGETED VAL PORT RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $2K | 0.1% | |
| JPMORGAN U.S. EQUITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $1K | 0.1% | |
| INVESCO COMSTOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 576 | Pooled Separate Account | — | — | $912 | <0.1% | |
| JP MORGAN CORE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 375 | Pooled Separate Account | — | — | $727 | <0.1% | |
| FIRST EAGLE GLOBAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 140 | Pooled Separate Account | — | — | $698 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $689 | <0.1% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 687 | Pooled Separate Account | — | — | $144 | <0.1% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $58 | <0.1% | |
| JPMORGAN CORE PLUS BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 117 | Pooled Separate Account | — | — | $35 | <0.1% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $9 | <0.1% | |
| ALLSPRING SPECIAL MD CAP VAL RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 745 | Pooled Separate Account | — | — | $1 | <0.1% |