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Original filing (PDF)20251014143934NAL0003179697001
BOOSTABILITY PARENT, INC.
Form 5500
FILING_RECEIVED
BOOSTABILITY 401(K) PLAN
401(k) retirement plan
Active participants
160
Accounts w/ balance
384
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOOSTABILITY PARENT, INC..
Plan sponsor
Name
BOOSTABILITY PARENT, INC.
EIN
82-5041900
Address
2600 ASHTON BLVD · LEHI, UT · 84043
Phone
(800) 261-1537
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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
SQUIRE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | RECORDKEEPER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC, ERISA CONSULTANTS LLC | 26-2091417 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | SERVICE PROVIDER | $0 | — |
Investments
27 direct securities · 1 pooled fund· $6.1M(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
$6.1M
27 holdings
Pooled Separate Account
$4K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRowePrc Retirement 2040 Fund Pooled Separate Account | — | — | — | $1.0M | 17.2% | |
| TRowePrc Retirement 2055 Fund Pooled Separate Account | — | — | — | $858K | 14.1% | |
| TRowePrc Retirement 2025 Fund Pooled Separate Account | — | — | — | $768K | 12.6% | |
| TRowePrc Retirement 2050 Fund Pooled Separate Account | — | — | — | $696K | 11.4% | |
| TRowePrc Retirement 2045 Fund Pooled Separate Account | — | — | — | $694K | 11.4% | |
| TRowePrc Retirement 2015 Fund Pooled Separate Account | — | — | — | $499K | 8.2% | |
| TRowePrc Retirement 2035 Fund Pooled Separate Account | — | — | — | $418K | 6.8% | |
| TRowePrc Retirement 2060 Fund Pooled Separate Account | — | — | — | $247K | 4.1% | |
| TRowePrc Retirement 2065 Fund Pooled Separate Account | — | — | — | $183K | 3.0% | |
| Vanguard 500 Index Fund Adm Pooled Separate Account | — | — | — | $123K | 2.0% | |
| TRowePrc Retirement 2030 Fund Pooled Separate Account | — | — | — | $117K | 1.9% | |
| JPMorgan LrgCp Growth Fnd R6 Pooled Separate Account | — | — | — | $110K | 1.8% | |
| Vanguard Sm-Cap Val Index Fnd Adm Pooled Separate Account | — | — | — | $90K | 1.5% | |
| Vanguard Mid-Cap Index Fund Adm Pooled Separate Account | — | — | — | $59K | 1.0% | |
| ClearBridge Select Fund - Class IS Pooled Separate Account | — | — | — | $28K | 0.5% | |
| TRowePrc Retirement 2020 Fund Pooled Separate Account | — | — | — | $27K | 0.4% | |
| American Funds New Perspective R6 Pooled Separate Account | — | — | — | $26K | 0.4% | |
| Amer Cent Emerging Markets Fund R6 Pooled Separate Account | — | — | — | $26K | 0.4% | |
| American Funds Wash Mutual Inv R6 Pooled Separate Account | — | — | — | $17K | 0.3% | |
| American Funds Am Balanced R6 Pooled Separate Account | — | — | — | $14K | 0.2% | |
| TIAA-CREF Intl Equity Index Fnd Ins Pooled Separate Account | — | — | — | $13K | 0.2% | |
| Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account | — | — | — | $11K | 0.2% | |
| Notes Receivable from Participants Interest rates 4.25% - 9.50% - | — | — | — | $9K | 0.1% | |
| BlackRock High Yield Bond Port K Pooled Separate Account | — | — | — | $8K | 0.1% | |
| PIMCO Income Fund Inst Pooled Separate Account | — | — | — | $5K | <0.1% | |
| PGIM Total Return Bond Fd R6 Pooled Separate Account | — | — | — | $4K | <0.1% | |
| VOYA FIXED ACCOUNT VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 003 | Pooled Separate Account | — | — | $4K | <0.1% | |
| Voya Fixed Account (4062) Voya Retirement Insurance and Annuity Company | — | — | — | $3K | <0.1% |
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