How big is I AM Boundless, Inc.'s plan?

I AM Boundless, Inc.'s plan reported $13.3M in assets and 1,916 participants for 2024.

Original filing (PDF)20251015165701NAL0002782067001

I AM Boundless, Inc.

Name: I AM Boundless, Inc. — I AM Boundless, Inc. 401(k), Form 5500 (2024)
Creator: I AM Boundless, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

I AM Boundless, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · I AM Boundless, Inc.'s I AM Boundless, Inc. 401(k) Profit Sharing Plan held $13.3M in plan assets for 1,916 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

~97 bps in Sched C fees

Active participants

1,916

Accounts w/ balance

614

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

Plan identifiers

I AM Boundless, Inc.'s EIN is 90-0817260.

EIN 90-0817260

Plan number 001

Plan year 2024

ACK ID 20251015165701NAL0002782067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for I AM Boundless, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

I AM Boundless, 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 I AM BOUNDLESS, INC..

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Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (5th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Plan sponsor

Name

I AM BOUNDLESS, INC.

EIN

all filings

Address

445 E. DUBLIN-GRANVILLE RD, BLDG H · WORTHINGTON, OH · 43085

Phone

(614) 844-3800

Industry

Health Care & Social Assistance

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

2025-10-15

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4156830	COLUMBUS, OH	CUSTODIAN	$45K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIAR ADVISORS, LLC	36-4291971	ROLLING MEADOWS, IL	INVESTMENT ADVISOR	$60K	—

TPA / Administrator

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.