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Original filing (PDF)20251015144944NAL0010166018001
BIDEAWEE, INC.
Form 5500
FILING_RECEIVED
THE BIDE-A-WEE HOME ASSOCIATES TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Active participants
83
Accounts w/ balance
102
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 85% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIDEAWEE, INC..
Plan sponsor
Name
BIDEAWEE, INC.
EIN
13-1655210
Address
3300 BELTAGH AVENUE · WANTAGH, NY · 11793
Phone
(516) 785-4687
Industry
Other Services (ex. Public Admin)see 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ MARKS PANETH | 22-2769024 | — | AUDITOR | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | CONSULTING | $16K | — |
Investments
25 direct securities· $11.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard US Growth Admiral | — | — | — | $1.8M | 16.2% | |
| Fidelity 500 Index | — | — | — | $1.7M | 15.1% | |
| Vanguard Equity Income Adm | — | — | — | $1.2M | 10.8% | |
| JPMorgan SmartRetirement Blend 2035 R6 | — | — | — | $958K | 8.5% | |
| Vanguard Federal Money Market | — | — | — | $897K | 8.0% | |
| Transamerica TFLIC Guaranteed Investment Option | — | — | — | $676K | 6.0% | |
| T. Rowe Price Capital Appreciation Fund | — | — | — | $614K | 5.5% | |
| JPMorgan SmartRetirement Blend 2050 R6 | — | — | — | $441K | 3.9% | |
| Fidelity Extended Market Index | — | — | — | $425K | 3.8% | |
| American Funds EuroPacific Growth R6 | — | — | — | $394K | 3.5% | |
| JPMorgan SmartRetirement Blend 2025 R6 | — | — | — | $366K | 3.3% | |
| JPMorgan SmartRetirement Blend 2040 R6 | — | — | — | $306K | 2.7% | |
| JPMorgan SmartRetirement Blend 2020 R6 | — | — | — | $251K | 2.2% | |
| JPMorgan SmartRetirement Blend 2030 R6 | — | — | — | $248K | 2.2% | |
| JPMorgan SmartRetirement Blend 2045 R6 | — | — | — | $187K | 1.7% | |
| American Century American Century Mid Cap Val R6 | — | — | — | $136K | 1.2% | |
| Prudential PGIM Total Return Bond R6 | — | — | — | $135K | 1.2% | |
| MFS Mid Cap Growth R6 | — | — | — | $94K | 0.8% | |
| JPMorgan SmartRetirement Blend 2055 R6 | — | — | — | $92K | 0.8% | |
| JPMorgan SmartRetirement Blend Inc R6 | — | — | — | $72K | 0.6% | |
| Transamerica Insurance Company/General Account | — | — | — | $72K | 0.6% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $51K | 0.5% | |
| Participant loans Interest rates range from 3.25% to 8.50% 0 | — | — | — | $36K | 0.3% | |
| JPMorgan SmartRetirement Blend 2060 R6 | — | — | — | $36K | 0.3% | |
| Allspring Special Small Cap Value R6 | — | — | — | $12K | 0.1% |