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Original filing (PDF)20251023060846NAL0006210850001
BOWFLEX INC.
Form 5500
FILING_RECEIVED
BOWFLEX INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
~92 bps in Sched C fees
Active participants
0
Accounts w/ balance
257
Plan assets (EOY)
$22.3M
Net assets (EOY)
$22.3M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 92 bps in Schedule C fees — 217% above peer band of 29 bps.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOWFLEX INC..
Plan sponsor
Name
BOWFLEX INC.
EIN
94-3002667
Address
2114 MAIN STREET · SUITE 100-341 · VANCOUVER, WA · 98660
Phone
(303) 523-1582
Industry
Retail Tradesee 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
2025-10-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KELLEY DRYE & WARREN LLP | — | NEW YORK, NY | NONE | $96K | — |
| ONEDIGITAL TOPCO LLC | — | OVERLAND PARK, KS | NONE | $51K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $35K | — |
| KBF CPA'S LLP | — | PORTLAND, OR | NONE | $23K | — |
Investments
17 direct securities · 13 pooled funds· $22.3M(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.
Common Collective Trust
$13.9M
13 holdings
Uncategorized
$8.4M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $4.4M | 19.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.3M | 19.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.6M | 16.1% | |
| AB Large Cap Growth Fund Class Z | — | — | — | $2.6M | 11.7% | |
| T. Rowe Price Equity Index 500 Fund | — | — | — | $1.5M | 6.5% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $1.3M | 5.8% | |
| T. Rowe Price Balanced Fund | — | — | — | $817K | 3.7% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $661K | 3.0% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $506K | 2.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $379K | 1.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $363K | 1.6% | |
| T. Rowe Price Equity Income Fund | — | — | — | $361K | 1.6% | |
| Voya Intermediate Bond Fund Class R6 | — | — | — | $356K | 1.6% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $269K | 1.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $238K | 1.1% | |
| DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $198K | 0.9% | |
| Participants Participant loans (interest rates ranging from 4.25% to 9.50% maturing through 2033) - | — | — | — | $132K | 0.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $132K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $81K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $53K | 0.2% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $37K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $30K | 0.1% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $20K | <0.1% | |
| Calvert US Large Cap Core Responsible Index Fund | — | — | — | $11K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| American Funds New World Fund Class R-6 | — | — | — | $4K | <0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $2K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $52 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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