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Original filing (PDF)20250702105837NAL0018678336001
B-K TOOL & DESIGN, INC.
Form 5500
FILING_RECEIVED
B-K TOOL & DESIGN, INC. 401(K) PLAN
401(k) retirement plan
Active participants
125
Accounts w/ balance
136
Plan assets (EOY)
$11.4M
Net assets (EOY)
$11.4M
How this plan invests
This plan
32 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
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B-K TOOL & DESIGN, INC..
Plan sponsor
Name
B-K TOOL & DESIGN, INC.
EIN
03-0430574
Address
480 WEST MAIN STREET · KALIDA, OH · 45853
Phone
(419) 532-3890
Industry
Manufacturingsee 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
2025-07-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | — | IRVINE, CA | RECORDKEEPER | $375 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES | 34-1310124 | — | TPA | $1K | — |
Investments
31 direct securities· $11.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2040 TARGET DATE RETIRE R6 | — | — | — | $2.0M | 17.9% | |
| AMERICAN FUNDS 2045 TARGET DATE RETIRE R6 | — | — | — | $2.0M | 17.8% | |
| AMERICAN FUNDS 2050 TARGET DATE RETIRE R6 | — | — | — | $1.7M | 15.1% | |
| AMERICAN FUNDS 2060 TARGET DATE RETIRE R6 | — | — | — | $980K | 8.6% | |
| AMERICAN FUNDS 2030 TARGET DATE RETIRE R6 | — | — | — | $916K | 8.0% | |
| AMERICAN FUNDS 2055 TARGET DATE RETIRE R6 | — | — | — | $907K | 8.0% | |
| AMERICAN FUNDS 2015 TARGET DATE RETIRE R6 | — | — | — | $693K | 6.1% | |
| AMERICAN FUNDS 2025 TARGET DATE RETIRE R6 | — | — | — | $543K | 4.8% | |
| AMERICAN FUNDS 2065 TARGET DATE RETIRE R6 | — | — | — | $484K | 4.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $225K | 2.0% | |
| PUTNAM SMALL CAP GROWTH R6 | — | — | — | $206K | 1.8% | |
| JPMORGAN US RESEARCH ENHANCED EQUITY R6 | — | — | — | $141K | 1.2% | |
| AMERICAN FUNDS 2035 TARGET DATE RETIRE R6 | — | — | — | $120K | 1.0% | |
| AMERICAN FUNDS 2020 TARGET DATE RETIRE R6 | — | — | — | $103K | 0.9% | |
| DFA EMERGING MARKETS SMALL CAP I | — | — | — | $50K | 0.4% | |
| JANUS HENDERSON CONTRARIAN N | — | — | — | $38K | 0.3% | |
| AMERICAN FUNDS 2010 TARGET DATE RETIRE R6 | — | — | — | $35K | 0.3% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 | — | — | — | $23K | 0.2% | |
| VIRTUS KAR SMALL CAP CORE R6 | — | — | — | $22K | 0.2% | |
| PUTNAM INTERNATIONAL VALUE R6 | — | — | — | $18K | 0.2% | |
| AMERICAN FUNDS 2070 TARGET DATE RETIRE R6 | — | — | — | $16K | 0.1% | |
| EMPOWER FIXED ACCOUNT - SERIES CLASS I | — | — | — | $11K | <0.1% | |
| ALLSPRING CORE PLUS BOND R6 | — | — | — | $9K | <0.1% | |
| PIMCO STOCKSPLUS INTL (USD-HEDGED) INST | — | — | — | $8K | <0.1% | |
| PGIM JENNISON INTERNATIONAL OPPS R6 | — | — | — | $7K | <0.1% | |
| INVESCO CORE BOND R6 | — | — | — | $7K | <0.1% | |
| INVESCO MAIN STREET SMALL CAP R6 | — | — | — | $7K | <0.1% | |
| VIRTUS DUFF & PHELPS REAL ESTATE SEC R6 | — | — | — | $6K | <0.1% | |
| AMERICAN CENTURY STRATEGIC INCOME R6 | — | — | — | $4K | <0.1% | |
| ALLSPRING REAL RETURN R6 | — | — | — | $2K | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 | — | — | — | $769 | <0.1% |
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