How big is BOA Technology Inc.'s plan?

BOA Technology Inc.'s plan reported $21.2M in assets and 140 participants for 2024.

Original filing (PDF)20250728101623NAL0004269474001

BOA Technology Inc.

Name: BOA Technology Inc. — BOA Retirement Savings Plan, Form 5500 (2024)
Creator: BOA Technology Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BOA Retirement Savings Plan

401(k) retirement plan · BOA Technology Inc.'s BOA Retirement Savings Plan held $21.2M in plan assets for 140 participants in 2024, with OneAmerica as recordkeeper.

Active participants

140

Accounts w/ balance

184

Plan assets (EOY)

$21.2M

Net assets (EOY)

$21.2M

People on this filing

Sarah Diamond signed BOA Technology Inc.'s 2024 Form 5500 as plan administrator.

Sarah Diamond — Plan Administrator — Form 5500 signer
Ryan Hoeft — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BOA Technology Inc.'s EIN is 84-1473751.

EIN 84-1473751

Plan number 001

Plan year 2024

ACK ID 20250728101623NAL0004269474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BOA Technology Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BOA Technology Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOA TECHNOLOGY INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

49 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).

Plan sponsor

Name

BOA TECHNOLOGY INC.

EIN

all filings

Address

3575 RINGSBY COURT SUITE 200 · DENVER, CO · 80216

Phone

(303) 455-5126

Industry

Manufacturing

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

2025-07-28

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$304	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RT JONES CAPITAL EQUITIES MGMT INC	20-1090152	—	NONE	$6K	—

Investments

49 direct securities · 1 pooled fund· $42.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$21.0M

1 holding

Pooled Separate Accounts

$20.9M

47 holdings

Stable Value

$131K

1 holding

Bonds / Notes

$4K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$21.0M	99.2%
Jan Hen Balanced N Pooled Separate Account	Pooled Separate Accounts	—	—	$3.4M	16.0%
Vanguard 500 Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$2.5M	11.9%
Nuveen Lifecycle Idx 2055 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2.1M	9.9%
Nuveen Lifecycle Idx 2050 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1.5M	7.1%
Vanguard Lifestrat Mod Gr Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	6.8%
Vanguard Growth Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1.4M	6.4%
Nuveen Lifecycle Idx 2045 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$818K	3.9%
Nuveen Lifecycle Idx 2060 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$777K	3.7%
Virtus Ceredex Lcv Equity R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$579K	2.7%
Vanguard Mid Cap Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$559K	2.6%
Nuveen Lifecycle Idx 2040 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$546K	2.6%
Vanguard Total Int Stk Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$507K	2.4%
Nuveen Lifecycle Idx 2030 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$403K	1.9%
Vanguard Lifestrat Csrv Gr Inv Pooled Separate Account ** 287 * Vanguard Lifestrat Grth Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$377K	1.8%
Vanguard Small Cap Value Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$360K	1.7%
Vanguard Total Bond Market Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$347K	1.6%
Pioneer Bond K Pooled Separate Account	Pooled Separate Accounts	—	—	$335K	1.6%
MFS Mid Cap Value R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$298K	1.4%
Fidelity Intl Index Pooled Separate Account	Pooled Separate Accounts	—	—	$237K	1.1%
Vanguard Mid Cap Growth Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$219K	1.0%
DWS Reef Real Estate Sec R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$218K	1.0%
Vanguard High-Yield Corp Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$215K	1.0%
Nuveen Large Cap GR Idx R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$207K	1.0%
Invesco Smcap Grth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$179K	0.8%
Macquarie Smid Cap Core R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$147K	0.7%
American Funds Europac Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$139K	0.7%
Invesco Developing Mkts R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$138K	0.7%
AUL Stable Value Account Stable Value Fund	Stable Value	—	—	$131K	0.6%
Pioneer Select Mid Cap Growth K Pooled Separate Account	Pooled Separate Accounts	—	—	$125K	0.6%
Vanguard Materials Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$102K	0.5%
Nuveen Lifecycle Idx 2065 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$92K	0.4%
Vanguard Value Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$89K	0.4%
American Funds American Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$84K	0.4%
MFS Intl New Discovery R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$81K	0.4%
Vanguard Lifestrat Inc Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$74K	0.4%
Franklin Growth R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$71K	0.3%
American Funds Fundamental Inv R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$45K	0.2%
Vanguard Small Cap Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$41K	0.2%
Nuveen Lifecycle Idx 2035 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$33K	0.2%
Calvert Small Cap R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$32K	0.2%
Vanguard Small Cap Growth Index Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$32K	0.2%
Thornburg Ltd Term Inc R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$26K	0.1%
Victory Triv Int Small-Cap R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	<0.1%
Goldman Sachs Mid Cap Value R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$18K	<0.1%
Nuveen Lifecycle Idx 2025 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
Nuveen Lifecycle Idx 2015 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Nuveen Lifecycle Idx 2020 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Nuveen Lifecycle Idx 2010 R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Participant Loans to 5.25%, maturing through 2043 $0	Bonds / Notes	—	—	$4K	<0.1%