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Original filing (PDF)20250729155014NAL0006335170001
BOSLEY, INC.
Form 5500
FILING_RECEIVED
ADERANS USA SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
1,120
Accounts w/ balance
1,608
Plan assets (EOY)
$71.9M
Net assets (EOY)
$71.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Knocking points off
- 52 bps in Schedule C fees — 224% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOSLEY, INC..
Plan sponsor
Name
BOSLEY, INC.
EIN
95-4233663
Address
9100 WILSHIRE BLVD EAST TOWER PENTH · BEVERLY HILLS, CA · 90212
Phone
(310) 288-4440
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $80K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASADENA PRIVATE WEALTH LLC | — | PASADENA, CA | INVESTMENT ADVISOR | $105K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING LLC | — | PHOENIX, AZ | CONTRACT ADMIN | $52K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FARBER HASS HURLEY LLP | — | CHATSWORTH, CA | AUDITOR | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $110K | — |
Investments
29 direct securities · 2 pooled funds· $68.3M(95% 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
$66.4M
28 holdings
Mutual Funds
$1.7M
1 holding
Pooled Separate Account
$305K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Trust Company, LLC BlackRock LifePath Index 2045 K | — | — | — | $8.1M | 11.2% | |
| Empower Trust Company, LLC Fidelity 500 Index | — | — | — | $6.9M | 9.6% | |
| Empower Trust Company, LLC BlackRock LifePath Index 2040 K | — | — | — | $6.7M | 9.3% | |
| Empower Trust Company, LLC BlackRock LifePath Index 2050 K | — | — | — | $6.3M | 8.8% | |
| Empower Trust Company, LLC Fidelity US Bond Index | — | — | — | $4.7M | 6.6% | |
| Empower Trust Company, LLC BlackRock LifePath Index 2055 K | — | — | — | $4.1M | 5.7% | |
| Fully benefit-responsive investment contract - Empower Annuity * EI Fixed Account - Series Class I | — | — | — | $3.6M | 5.0% | |
| Empower Trust Company, LLC Fidelity Large Cap Growth Index | — | — | — | $3.3M | 4.6% | |
| Empower Trust Company, LLC Fidelity International Index | — | — | — | $3.2M | 4.5% | |
| Empower Trust Company, LLC American Funds Bond Fund of America R6 | — | — | — | $2.7M | 3.7% | |
| Empower Trust Company, LLC Fidelity Mid Cap Index | — | — | — | $2.5M | 3.4% | |
| Empower Trust Company, LLC BlackRock LifePath Index 2060 K | — | — | — | $2.4M | 3.3% | |
| Empower Trust Company, LLC PIMCO Income Instl | — | — | — | $2.2M | 3.0% | |
| Empower Trust Company, LLC MFS International Diversification R6 | — | — | — | $1.9M | 2.6% | |
| Empower Trust Company, LLC Fidelity Emerging Markets Index | Mutual Funds | — | — | $1.7M | 2.3% | |
| Empower Trust Company, LLC Fidelity Real Estate Index | — | — | — | $1.1M | 1.6% | |
| Empower Trust Company, LLC BlackRock LifePath Index 2035 K | — | — | — | $1.1M | 1.6% | |
| Empower Trust Company, LLC Fidelity Small Cap Index | — | — | — | $919K | 1.3% | |
| Empower Trust Company, LLC American Funds Washington Mutual R6 | — | — | — | $873K | 1.2% | |
| Empower Trust Company, LLC Fidelity Large Cap Value Index | — | — | — | $850K | 1.2% | |
| Empower Trust Company, LLC DFA US Targeted Value I | — | — | — | $539K | 0.7% | |
| Empower Trust Company, LLC JPMorgan Growth Advantage R6 | — | — | — | $489K | 0.7% | |
| Empower Trust Company, LLC BlackRock Mid-Cap Growth Equity K | — | — | — | $462K | 0.6% | |
| Empower Trust Company, LLC Putnam Small Cap Growth R6 | — | — | — | $377K | 0.5% | |
| Empower Trust Company, LLC Fidelity Small Cap Value Index | — | — | — | $311K | 0.4% | |
| Empower Trust Company, LLC BlackRock Health Sciences Opps K | — | — | — | $271K | 0.4% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $236K | 0.3% | |
| Empower Trust Company, LLC BlackRock LifePath Index 2030 K | — | — | — | $173K | 0.2% | |
| Empower Trust Company, LLC BlackRock LifePath Index Retirement K | — | — | — | $158K | 0.2% | |
| Empower Trust Company, LLC T. Rowe Price Small-Cap Value I | — | — | — | $87K | 0.1% | |
| AMERICAN CENTURY MID CAP VAL(IS PLT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $70K | <0.1% |
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