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Original filing (PDF)20250922101603NAL0006555619001
THE BOYER COMPANY, L.C.
Form 5500
FILING_RECEIVED
BOYER 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
147
Accounts w/ balance
163
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BOYER COMPANY, L.C..
Plan sponsor
Name
THE BOYER COMPANY, L.C.
EIN
87-0357186
Address
101 SOUTH 200 EAST, SUITE 200 · SALT LAKE CITY, UT · 84111
Phone
(801) 521-4781
Industry
Real Estatesee 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
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1592130 | COLUMBUS, OH | RECORDKEEPING FEES | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WC ADMINISTRATORS, LLC | 20-1663072 | MIDVALE, UT | TPA | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL SERVICES | 26-4311657 | AUSTIN, TX | 3(38) FIDUCIARY | $7K | — |
Investments
43 direct securities · 2 pooled funds· $20.6M(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
$19.7M
43 holdings
Pooled Separate Account
$903K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Mutual Fund N/A | — | — | — | $2.5M | 12.3% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $2.1M | 10.2% | |
| Nuveen Lifecycle Index 2040 R6 Mutual Fund N/A | — | — | — | $1.5M | 7.4% | |
| Vanguard Equity-Income Adm Mutual Fund N/A | — | — | — | $1.3M | 6.4% | |
| Blackrock 40/60 Target Allocation K Mutual Fund N/A | — | — | — | $1.1M | 5.2% | |
| PUTNAM STABLE VALUE FUND SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $903K | 4.4% | |
| Janus Henderson Global Tech Innovation N Mutual Fund N/A | — | — | — | $792K | 3.8% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Fund N/A | — | — | — | $708K | 3.4% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $703K | 3.4% | |
| DFA US Small Cap Growth Instl Mutual Fund N/A | — | — | — | $673K | 3.3% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Fund N/A | — | — | — | $618K | 3.0% | |
| Nuveen Lifecycle Index 2035 R6 Mutual Fund N/A | — | — | — | $562K | 2.7% | |
| Fidelity Mid Cap ValueIndex Mutual Fund N/A | — | — | — | $561K | 2.7% | |
| Nuveen Lifecycle Index 2020 R6 Mutual Fund N/A | — | — | — | $523K | 2.5% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Fund N/A | — | — | — | $513K | 2.5% | |
| PGIM High-Yeild R6 Mutual Fund N/A | — | — | — | $478K | 2.3% | |
| DFA US Targeted Value I Mutual Fund N/A | — | — | — | $460K | 2.2% | |
| Blackrock Health Sciences Opps K Mutual Fund N/A | — | — | — | $458K | 2.2% | |
| Nuveen Lifecycle Index 2030 R6 Mutual Fund N/A | — | — | — | $421K | 2.0% | |
| Fidelity Mid Cap Index Mutual Fund N/A | — | — | — | $343K | 1.7% | |
| Fidelity US Bond Index Mutual Fund N/A | — | — | — | $337K | 1.6% | |
| (continued) Nuveen Lifecycle Index 2065 R6 Mutual Fund N/A | — | — | — | $320K | 1.6% | |
| Janus Henderson Enterprise N Mutual Fund N/A | — | — | — | $316K | 1.5% | |
| Invesco Gold & Special Minerals R6 Mutual Fund N/A | — | — | — | $279K | 1.4% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Fund N/A | — | — | — | $230K | 1.1% | |
| Notes receivable from participants Maturing 2025-2032 at interest rates of 4.25%-9.50% - | — | — | — | $228K | 1.1% | |
| DFA Large Cap International I Mutual Fund N/A | — | — | — | $213K | 1.0% | |
| Fidelity Small Cap Index Mutual Fund N/A | — | — | — | $207K | 1.0% | |
| Nuveen Core Bond R6 Mutual Fund N/A | — | — | — | $176K | 0.9% | |
| DFA Real Estate Securities I Mutual Fund N/A | — | — | — | $173K | 0.8% | |
| Nuveen Lifecycle Index 2050 R6 Mutual Fund N/A | — | — | — | $128K | 0.6% | |
| Nuveen Lifecycle Index 2010 R6 Mutual Fund N/A | — | — | — | $122K | 0.6% | |
| Blackrock 80/20 Target Allocation K Mutual Fund N/A | — | — | — | $116K | 0.6% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Fund N/A | — | — | — | $101K | 0.5% | |
| Nuveen International Equity Index R6 Mutual Fund N/A | — | — | — | $96K | 0.5% | |
| Blackrock 20/80 Target Allocation K Mutual Fund N/A | — | — | — | $92K | 0.4% | |
| Vanguard Materials Index Adm Mutual Fund N/A | — | — | — | $54K | 0.3% | |
| DFA International Large Cap Growh Mutual Fund N/A | — | — | — | $39K | 0.2% | |
| Fidelity Advisor Financials Z Mutual Fund N/A | — | — | — | $33K | 0.2% | |
| American Funds American Balanced R6 Mutual Fund N/A | — | — | — | $31K | 0.2% | |
| DFA Inflation-Protected Securities I Mutual Fund N/A | — | — | — | $22K | 0.1% | |
| Franklin Utilities R6 Mutual Fund N/A | — | — | — | $15K | <0.1% | |
| DFA US Small Cap Value I Mutual Fund N/A | — | — | — | $12K | <0.1% | |
| Blackrock 60/40 Target Allocation K Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $360 | <0.1% |