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Original filing (PDF)20250729095903NAL0003067633001
BVI
Form 5500
FILING_RECEIVED
BVI RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
222
Accounts w/ balance
335
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BVI.
Plan sponsor
Name
BVI
EIN
04-2378496
Address
500 TOTTEN POND ROAS · WALTHAM, MA · 02451
Phone
(781) 906-8080
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
2025-07-29
Pension benefit codes
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES I | 52-1868818 | — | ADVISOR | $15K | — |
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $10K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $13K | — |
Investments
29 direct securities · 1 pooled fund· $20.7M(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.
Uncategorized
$20.5M
29 holdings
Common Collective Trust
$190K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund " | — | — | — | $2.2M | 10.5% | |
| Fidelity Freedom 2035 Fund " | — | — | — | $2.1M | 10.1% | |
| Fidelity Freedom 2050 Fund " | — | — | — | $2.1M | 10.0% | |
| Fidelity 500 Index Fund " | — | — | — | $2.0M | 9.5% | |
| Fidelity Freedom 2030 Fund " | — | — | — | $1.9M | 9.3% | |
| Fidelity Freedom 2045 Fund " | — | — | — | $1.7M | 8.3% | |
| Fidelity Large Cap Growth Index Fund " | — | — | — | $1.4M | 6.8% | |
| Fidelity Freedom 2055 Fund " | — | — | — | $1.3M | 6.5% | |
| Fidelity Freedom 2020 Fund " | — | — | — | $983K | 4.7% | |
| Fidelity Freedom 2025 Fund " | — | — | — | $884K | 4.3% | |
| Fidelity Freedom 2060 Fund " | — | — | — | $597K | 2.9% | |
| MFS Mid Cap Value Fund Class R6 " | — | — | — | $439K | 2.1% | |
| Fidelity Large Cap Value Index Fund " | — | — | — | $344K | 1.7% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $290K | 1.4% | |
| Fidelity Freedom 2065 Fund " | — | — | — | $247K | 1.2% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $213K | 1.0% | |
| American Funds The Bond Fund of America Class R-6 Mutual fund | — | — | — | $205K | 1.0% | |
| Fidelity Total International Index Fund " | — | — | — | $196K | 0.9% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $193K | 0.9% | |
| Galliard Stable Return Fund C Common collective trust | — | — | — | $190K | 0.9% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $190K | 0.9% | |
| Invesco Discovery Mid Cap Growth Fund R6 " | — | — | — | $185K | 0.9% | |
| Fidelity Small Cap Index Fund " | — | — | — | $173K | 0.8% | |
| Fidelity Freedom 2015 Fund " | — | — | — | $168K | 0.8% | |
| MFS Research International Fund Class R6 " | — | — | — | $162K | 0.8% | |
| JPMorgan Small Cap Growth Fund Class R6 " | — | — | — | $133K | 0.6% | |
| Allspring Special Small Cap Value Fund - Class R6 " | — | — | — | $119K | 0.6% | |
| Fidelity Real Estate Index Fund " | — | — | — | $74K | 0.4% | |
| Fidelity Freedom 2010 Fund " | — | — | — | $18K | <0.1% | |
| Fidelity Freedom Income Fund " | — | — | — | $3K | <0.1% |
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