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Original filing (PDF)20251002052325NAL0000078273001
BEUMER CORPORATION
Form 5500
FILING_RECEIVED
BEUMER 401(K) PLAN
401(k) retirement plan
Active participants
292
Accounts w/ balance
391
Plan assets (EOY)
$34.4M
Net assets (EOY)
$34.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEUMER CORPORATION.
Plan sponsor
Name
BEUMER CORPORATION
EIN
13-2901898
Address
800 APGAR DRIVE · SOMERSET, NJ · 08873
Phone
(732) 893-2816
Industry
Wholesale Tradesee 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
2025-10-02
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAILLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAILLIE LLP | 23-1518888 | — | ACCOUNTANT | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $48K | — |
Investments
30 direct securities · 1 pooled fund· $34.0M(99% 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.
Registered Investment Companies
$30.1M
30 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $5.5M | 16.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3.9M | 11.4% | |
| VANGUARD US GROWTH FUND ADM | Registered Investment Companies | — | — | $2.1M | 6.2% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.9M | 5.6% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 4.1% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 4.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.4M | 3.9% | |
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.3M | 3.7% | |
| MASSMUTUAL MID CAP GR R5 | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| JPMORGAN EQUITY INCOME R4 | Registered Investment Companies | — | — | $1.2M | 3.4% | |
| JOHN HANCOCK DISC VALUE MC R4 | Registered Investment Companies | — | — | $1.2M | 3.4% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.1M | 3.3% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $993K | 2.9% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $898K | 2.6% | |
| FIDELITY NASDAQ COMPOSITE IDX | Registered Investment Companies | — | — | $803K | 2.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $768K | 2.2% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $656K | 1.9% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $654K | 1.9% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $645K | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $555K | 1.6% | |
| MACQUARIE EMERGING MKTS INST | Registered Investment Companies | — | — | $548K | 1.6% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $521K | 1.5% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $475K | 1.4% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $443K | 1.3% | |
| JANUS HENDERSON BALANCED - T | Registered Investment Companies | — | — | $372K | 1.1% | |
| PGIM HIGH YIELD - Z | Registered Investment Companies | — | — | $352K | 1.0% | |
| LOOMIS SAYLES CORE PLUS BOND A | Registered Investment Companies | — | — | $310K | 0.9% | |
| AMERFDS 2010 TARG DATE RET-R4 | Registered Investment Companies | — | — | $64K | 0.2% | |
| AMERFDS 2015 TARG DATE RET-R4 | Registered Investment Companies | — | — | $53K | 0.2% | |
| PARAMETRIC COMMODITY STRAT I | Registered Investment Companies | — | — | $22K | <0.1% |