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Original filing (PDF)20250728101623NAL0004269474001
BOA TECHNOLOGY INC.
Form 5500
FILING_RECEIVED
BOA RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
140
Accounts w/ balance
184
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
1 pooled trust
Schedule D
66 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOA TECHNOLOGY INC..
Plan sponsor
Name
BOA TECHNOLOGY INC.
EIN
84-1473751
Address
3575 RINGSBY COURT SUITE 200 · DENVER, CO · 80216
Phone
(303) 455-5126
Industry
Manufacturingsee 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
2025-07-28
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)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RT JONES CAPITAL EQUITIES MGMT INC | 20-1090152 | — | NONE | $6K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $304 | — |
Investments
53 direct securities · 1 pooled fund· $42.3M(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.
Uncategorized
$21.3M
53 holdings
Pooled Separate Account
$21.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $21.0M | 99.2% | |
| JANUS HENDERSON JAN HEN BALANCED N MUTUAL FUND SHARES 0 | — | — | — | $3.4M | 16.0% | |
| Vanguard 500 Index Adm Pooled Separate Account | — | — | — | $2.5M | 11.9% | |
| Nuveen Lifecycle Idx 2055 R6 Pooled Separate Account | — | — | — | $2.1M | 9.9% | |
| Nuveen Lifecycle Idx 2050 R6 Pooled Separate Account | — | — | — | $1.5M | 7.1% | |
| Vanguard Lifestrat Mod Gr Inv Pooled Separate Account | — | — | — | $1.4M | 6.8% | |
| Vanguard Growth Index Adm Pooled Separate Account | — | — | — | $1.4M | 6.4% | |
| Nuveen Lifecycle Idx 2045 R6 Pooled Separate Account | — | — | — | $818K | 3.9% | |
| Nuveen Lifecycle Idx 2060 R6 Pooled Separate Account | — | — | — | $777K | 3.7% | |
| Virtus Ceredex Lcv Equity R6 Pooled Separate Account | — | — | — | $579K | 2.7% | |
| Vanguard Mid Cap Index Adm Pooled Separate Account | — | — | — | $559K | 2.6% | |
| Nuveen Lifecycle Idx 2040 R6 Pooled Separate Account | — | — | — | $546K | 2.6% | |
| VANGUARD TOTAL INT STK IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $507K | 2.4% | |
| Nuveen Lifecycle Idx 2030 R6 Pooled Separate Account | — | — | — | $403K | 1.9% | |
| Vanguard Lifestrat Csrv Gr Inv Pooled Separate Account ** 287 * Vanguard Lifestrat Grth Inv Pooled Separate Account | — | — | — | $377K | 1.8% | |
| Vanguard Small Cap Value Index Adm Pooled Separate Account | — | — | — | $360K | 1.7% | |
| VANGUARD TOTAL BND MKT IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $347K | 1.6% | |
| Pioneer Bond K Pooled Separate Account | — | — | — | $335K | 1.6% | |
| MFS Mid Cap Value R6 Pooled Separate Account | — | — | — | $298K | 1.4% | |
| Fidelity Intl Index Pooled Separate Account | — | — | — | $237K | 1.1% | |
| Vanguard Mid Cap Growth Index Adm Pooled Separate Account | — | — | — | $219K | 1.0% | |
| DWS Reef Real Estate Sec R6 Pooled Separate Account | — | — | — | $218K | 1.0% | |
| Vanguard High-Yield Corp Adm Pooled Separate Account | — | — | — | $215K | 1.0% | |
| Nuveen Large Cap GR Idx R6 Pooled Separate Account | — | — | — | $207K | 1.0% | |
| Invesco Smcap Grth R6 Pooled Separate Account | — | — | — | $179K | 0.8% | |
| Macquarie Smid Cap Core R6 Pooled Separate Account | — | — | — | $147K | 0.7% | |
| American Funds Europac Growth R6 Pooled Separate Account | — | — | — | $139K | 0.7% | |
| Invesco Developing Mkts R6 Pooled Separate Account | — | — | — | $138K | 0.7% | |
| AUL Stable Value Account Stable Value Fund | — | — | — | $131K | 0.6% | |
| JPMorgan Mid Cap Value R6 Pooled Separate Account | — | — | — | $131K | 0.6% | |
| Pioneer Select Mid Cap Growth K Pooled Separate Account | — | — | — | $125K | 0.6% | |
| Vanguard Materials Index Adm Pooled Separate Account | — | — | — | $102K | 0.5% | |
| Nuveen Lifecycle Idx 2065 R6 Pooled Separate Account | — | — | — | $92K | 0.4% | |
| Vanguard Value Index Adm Pooled Separate Account | — | — | — | $89K | 0.4% | |
| American Funds American Balanced R6 Pooled Separate Account | — | — | — | $84K | 0.4% | |
| MFS Intl New Discovery R6 Pooled Separate Account | — | — | — | $81K | 0.4% | |
| Vanguard Lifestrat Inc Inv Pooled Separate Account | — | — | — | $74K | 0.4% | |
| FRANKLIN/TEMPLETON FRANKLIN GROWTH R6 MUTUAL FUND SHARES 0 | — | — | — | $71K | 0.3% | |
| AMERICAN FUNDS AMERFDS FNDAMENTAL INVS R6 MUTUAL FUND SHARES 0 | — | — | — | $45K | 0.2% | |
| American Funds Fundamental Inv R6 Pooled Separate Account | — | — | — | $45K | 0.2% | |
| Vanguard Small Cap Index Adm Pooled Separate Account | — | — | — | $41K | 0.2% | |
| VANGUARD SMCAP VALUE IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $41K | 0.2% | |
| Nuveen Lifecycle Idx 2035 R6 Pooled Separate Account | — | — | — | $33K | 0.2% | |
| Calvert Small Cap R6 Pooled Separate Account | — | — | — | $32K | 0.2% | |
| Vanguard Small Cap Growth Index Adm Pooled Separate Account | — | — | — | $32K | 0.2% | |
| VANGUARD SMCAP GRTH IDX ADM MUTUAL FUND SHARES 0 | — | — | — | $32K | 0.2% | |
| Thornburg Ltd Term Inc R6 Pooled Separate Account | — | — | — | $26K | 0.1% | |
| Victory Triv Int Small-Cap R6 Pooled Separate Account | — | — | — | $21K | <0.1% | |
| GOLDMAN SACHS GOLDMANSACHS MIDCAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $18K | <0.1% | |
| Nuveen Lifecycle Idx 2025 R6 Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Nuveen Lifecycle Idx 2015 R6 Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Idx 2020 R6 Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Idx 2010 R6 Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Participant Loans to 5.25%, maturing through 2043 $0 | — | — | — | $4K | <0.1% |
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