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Original filing (PDF)20251007102745NAL0002579523001
BEDOUKIAN RESEARCH, INC.
Form 5500
FILING_RECEIVED
BEDOUKIAN RESEARCH, INC. 401(K) SAVINGS & PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
178
Plan assets (EOY)
$34.6M
Net assets (EOY)
$34.6M
How this plan invests
This plan
25 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEDOUKIAN RESEARCH, INC..
Plan sponsor
Name
BEDOUKIAN RESEARCH, INC.
EIN
06-0892478
Address
6 COMMERCE DRIVE · DANBURY, CT · 068104131
Phone
(203) 830-4000
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $116K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
26 direct securities · 25 pooled funds· $58.3M(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
$29.5M
26 holdings
Pooled Separate Account
$14.7M
12 holdings
Common Collective Trust
$14.0M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Prin LifeTime Hybr 2025 CIT Z | — | — | $0 | $5.8M | 16.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $5.8M | 16.7% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $2.6M | 7.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 7.6% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.2M | 6.4% | |
| Prin MidCap Value I SA-Z | — | — | $0 | $2.2M | 6.4% | |
| PIMCO Real Return Instl Fund | — | — | $0 | $2.2M | 6.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.2M | 6.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $2.0M | 5.9% | |
| Principal U.S. Property SA-Z | — | — | $0 | $2.0M | 5.9% | |
| Prin MidCap S&P 400 Idx SA-Z | — | — | $0 | $1.7M | 4.8% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.7M | 4.8% | |
| Participant Loans | — | — | $0 | $1.4M | 4.2% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.3M | 3.6% | |
| Principal Stable Value Z Fund | — | — | $0 | $1.3M | 3.6% | |
| Vanguard Health Care Inv Fund | — | — | $0 | $1.1M | 3.3% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1.0M | 2.9% | |
| Prin LifeTime Hybr 2020 CIT Z | — | — | $0 | $1.0M | 2.9% | |
| Prin MidCap Growth III SA-Z | — | — | $0 | $977K | 2.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $977K | 2.8% | |
| Prin Intl SmallCap Sep Acct-Z | — | — | $0 | $868K | 2.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $868K | 2.5% | |
| Amer Century Sml Cap Val R6 Fd | — | — | $0 | $856K | 2.5% | |
| T Rowe Price Sci & Tech I Fd | — | — | $0 | $842K | 2.4% | |
| Prin LifeTime Hybr 2055 CIT Z | — | — | $0 | $818K | 2.4% | |
| PRIN MIDCAP GROWTH III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 026 | Pooled Separate Account | — | — | $818K | 2.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $817K | 2.4% | |
| Fid Adv High Inc Advant Z Fund | — | — | $0 | $817K | 2.4% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $799K | 2.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $689K | 2.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $662K | 1.9% | |
| Prin LifeTime Hybr 2065 CIT Z | — | — | $0 | $662K | 1.9% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $647K | 1.9% | |
| Prin Equity Income SA-Z | — | — | $0 | $647K | 1.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $629K | 1.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $570K | 1.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $545K | 1.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | $0 | $542K | 1.6% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $513K | 1.5% | |
| Prin Govt & HQ Bond SA-Z | — | — | $0 | $507K | 1.5% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $507K | 1.5% | |
| Prin Core Plus Bond Sep Acct-Z | — | — | $0 | $474K | 1.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $203K | 0.6% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $203K | 0.6% | |
| Vanguard Explorer Inv Fund | — | — | $0 | $153K | 0.4% | |
| Prin Diversified Intl SA-Z | — | — | $0 | $119K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $89K | 0.3% | |
| Am Fds Grth Fd of Am R6 Fund | — | — | $0 | $89K | 0.3% | |
| Prin LifeTime Hybr 2030 CIT Z | — | — | $0 | $53K | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | — | — | $0 | $44K | 0.1% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $44K | 0.1% |