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Original filing (PDF)20251015141904NAL0006395024001
BETE FOG NOZZLE, INC.
Form 5500
FILING_RECEIVED
BETE FOG NOZZLE, INC. RETIREMENT PROGRAM
401(k) retirement plan
Active participants
139
Accounts w/ balance
174
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
1 pooled trust
Schedule D
19 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 BETE FOG NOZZLE, INC..
Plan sponsor
Name
BETE FOG NOZZLE, INC.
EIN
04-2081490
Address
50 GREENFIELD STREET · GREENFIELD, MA · 013011378
Phone
(413) 772-0846
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
2025-10-15
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CLARK, SCHAEFER, HACKETT & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $2K | — |
Investments
19 direct securities · 1 pooled fund· $32.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$15.4M
1 holding
Uncategorized
$14.8M
17 holdings
Guaranteed Income / GIC
$1.4M
1 holding
Pooled Separate Accounts
$694K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HARTFORD ADVANTAGE TK2 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $15.4M | 90.7% | |
| Talcott Resolution Life Insurance Company American Funds Growth Fund of America R3 | — | — | — | $2.5M | 14.6% | |
| Talcott Resolution Life Insurance Company American Funds Investment Company of America R3 | — | — | — | $1.9M | 11.4% | |
| Talcott Resolution Life Insurance Company American Funds American Balanced R3 | — | — | — | $1.7M | 10.3% | |
| Talcott Resolution Life Insurance Company American Funds New Perspective R3 | — | — | — | $1.5M | 8.8% | |
| * Talcott Resolution Life Insurance Company Insurance Company General Account | Guaranteed Income / GIC | — | — | $1.4M | 8.5% | |
| Talcott Resolution Life Insurance Company JPMorgan Mid Cap Growth R3 | — | — | — | $1.4M | 8.5% | |
| Talcott Resolution Life Insurance Company MFS Blended Research Core Equity R3 | — | — | — | $1.3M | 7.9% | |
| Talcott Resolution Life Insurance Company Lord Abbett Mid Cap Stock P | — | — | — | $1.0M | 6.2% | |
| Talcott Resolution Life Insurance Company Invesco Small Cap Equity A | — | — | — | $955K | 5.6% | |
| s * Talcott Resolution Life Insurance Company American Funds AMCAP R3 | Pooled Separate Accounts | — | — | $694K | 4.1% | |
| Talcott Resolution Life Insurance Company American Funds Capital Income Builder R3 | — | — | — | $569K | 3.4% | |
| Talcott Resolution Life Insurance Company Blackrock Equity Dividend Investment A | — | — | — | $542K | 3.2% | |
| Talcott Resolution Life Insurance Company American Funds Bond Fund of America R3 | — | — | — | $474K | 2.8% | |
| Talcott Resolution Life Insurance Company Lord Abbett Dividend Growth P | — | — | — | $236K | 1.4% | |
| Talcott Resolution Life Insurance Company Lord Abbett Value Opportunities R4 | — | — | — | $187K | 1.1% | |
| Talcott Resolution Life Insurance Company Goldman Sachs Government Income A | — | — | — | $149K | 0.9% | |
| Participant Loans (interest at 4.25% - 9.50% with various maturities through 2030) - $ | — | — | — | $119K | 0.7% | |
| Talcott Resolution Life Insurance Company American Funds Income Fund of America R3 | — | — | — | $70K | 0.4% | |
| Talcott Resolution Life Insurance Company MassMutual Overseas R4 | — | — | — | $35K | 0.2% |