Filings through Oct 24, 2026.

Retirement plan

Retirement Savings Plan for Employees of Boh Company, LLC, Boh Bros.

Name: BOH COMPANY, LLC - RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF BOH COMPANY, LLC, BOH BROS. (2025) Form 5500
Creator: BOH COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF BOH COMPANY, LLC, BOH BROS., BOH COMPANY, LLC

Boh Company, LLCEIN 72-1277309Plan #001PY 2025Filed Jul 21, 2026

P.O. DRAWER 53266, 730 SOUTH TONTI STREET - NEW ORLEANS, LA 70119504-827-7652LinkedIn201-500 employeesconstruction

Prospect flagsHigh feesHigh assets / participantPossible retail share class: $52.5MFund lineup: 8 funds, $80.0M

How to read this page

Total assets (EOY)

$90.2M

+10.5% from 2024

Total participants

363

-6.0% from 2024

Average account balance

$271,748

+18.2% from 2024

Annual return

14.35%

-0.99 pp from 2024

Benchmarks

See 1,601 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,601 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
PRINCIPAL FINANCIAL GROUP5 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290	Contract Administrator	$104,646

Fund lineup

CSV with Pro

8 funds hold $80.0M of the plan's $90.2M. From the 2025 filing. Recordkeeper: Principal.

In collective trusts34%median 0% for plans of $50M to $250M (12,546 plans)

In index funds77%median 25% for plans of $50M to $250M (12,546 plans)

In the main target-date series0%median 37% for plans of $50M to $250M (12,546 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Principal/BlackRock S&P 500 Index CIT N Fund BlackRock · Collective trust Index	BlackRock	Collective trust	$27.5M	34.4%
Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$14.7M	18.3%
Vanguard Balanced Index Fund Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$13.1M	16.4%
Vanguard Small Cap Value Index Fund Vanguard · Mutual fund IndexPossible retail class A	Vanguard	Mutual fund	$6.3M	7.9%
MFS Value Fund R4 MFS (Sun Life) · Mutual fund Possible retail class A	MFS (Sun Life)	Mutual fund	$4.8M	6.0%
Harding Loevner Intl Equity Inst Z Fund Affiliated Managers Group · Mutual fund Possible retail class A	Affiliated Managers Group	Mutual fund	$4.8M	6.0%
Dodge & Cox Income I Fund Dodge & Cox · Mutual fund Possible retail class A	Dodge & Cox	Mutual fund	$4.4M	5.5%
Nicholas Equity Income I Fund Manager not matched · Mutual fund Possible retail class A	Not yet matched	Mutual fund	$4.4M	5.4%

What changed since 2024

No lineup changes between the 2024 and 2025 filings.

Stable value and insurance contract lines, renames and class changes are not counted.

Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$103K

$339 / participant

Contract admin$103K100.0%

% of EOY assets

0.114%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: EIDE BAILLY, LLP
Auditor EIN: 450250958
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

PRINCIPAL FINANCIAL GROUP5 years

Filed as: PRINCIPAL LIFE INSURANCE COMPANY

Service code 13 · EIN 42-0127290

Contract Administrator

$104,646

Fund

Dollars

% of funds%

Principal/BlackRock S&P 500 Index CIT N Fund

BlackRock · Collective trust

Index

$27.5M

34.4%

Vanguard Growth Index Fund Institutional Shares

Vanguard · Mutual fund

IndexPossible retail class A

$14.7M

18.3%

Vanguard Balanced Index Fund

Vanguard · Mutual fund

IndexPossible retail class A

$13.1M

16.4%

Vanguard Small Cap Value Index Fund

Vanguard · Mutual fund

IndexPossible retail class A

$6.3M

7.9%

MFS Value Fund R4

MFS (Sun Life) · Mutual fund

Possible retail class A

$4.8M

6.0%

Harding Loevner Intl Equity Inst Z Fund

Affiliated Managers Group · Mutual fund

Possible retail class A

$4.8M

6.0%

Dodge & Cox Income I Fund

Dodge & Cox · Mutual fund

Possible retail class A

$4.4M

5.5%

Nicholas Equity Income I Fund

Manager not matched · Mutual fund

Possible retail class A

$4.4M

5.4%

Retirement Savings Plan for Employees of Boh Company, LLC, Boh Bros.

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

What changed since 2024

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Retirement Savings Plan for Employees of Boh Company, LLC, Boh Bros.

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

What changed since 2024

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion