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Original filing (PDF)20251019213120NAL0000420323001
B&E RESOURCES, LLC
Form 5500
FILING_RECEIVED
B&E 401(K) PLAN
401(k) retirement plan
Active participants
398
Accounts w/ balance
188
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
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)
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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B&E RESOURCES, LLC.
Plan sponsor
Name
B&E RESOURCES, LLC
EIN
20-0870140
Address
350 PINE ST., SUITE 601 · BEAUMONT, TX · 77701
Phone
(409) 241-1330
Industry
Constructionsee 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
2025-10-19
Pension benefit codes
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
SEITZ DEMARCO & MCGOVERN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO.OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D. STARK COMPANY | 74-1537058 | HOUSTON, TX | CONTRACT ADMIN | $7K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
30 direct securities · 1 pooled fund· $12.4M(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.
Uncategorized
$6.5M
29 holdings
Pooled Separate Account
$5.9M
1 holding
Pooled Separate Accounts
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5.9M | 88.6% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2045 R3 | — | — | — | $818K | 12.4% | |
| Mass Mutual Life Insurance Company MM S&P 500 Index R4 | — | — | — | $511K | 7.7% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2040 R3 | — | — | — | $480K | 7.3% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2030 R3 | — | — | — | $460K | 7.0% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2035 R3 | — | — | — | $445K | 6.7% | |
| Mass Mutual Life Insurance Company MassMutual Disciplined GR R4 | — | — | — | $418K | 6.3% | |
| Fixed Account * Mass Mutual Life Insurance Company Fixed Account | — | — | — | $410K | 6.2% | |
| Mass Mutual Life Insurance Company JP Morgan US Equity A | — | — | — | $350K | 5.3% | |
| Varying maturity dates and interest rates * Notes receivable from participants ranging from 5.25% - 10.50% | — | — | — | $341K | 5.2% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2025 R3 | — | — | — | $288K | 4.4% | |
| Mass Mutual Life Insurance Company American Funds Europacific Growth R3 | — | — | — | $276K | 4.2% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2055 R3 | — | — | — | $226K | 3.4% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2050 R3 | — | — | — | $197K | 3.0% | |
| Mass Mutual Life Insurance Company BNYM Mellon NSL Agg Bond Index Fd | — | — | — | $153K | 2.3% | |
| Mass Mutual Life Insurance Company Invesco Diversified Dividend A | — | — | — | $148K | 2.2% | |
| Mass Mutual Life Insurance Company MassMutual High Yield R4 | — | — | — | $122K | 1.8% | |
| Mass Mutual Life Insurance Company PIMCO Real Return A | — | — | — | $115K | 1.7% | |
| Mass Mutual Life Insurance Company Invesco Emerging Markets All Cap A | — | — | — | $112K | 1.7% | |
| Mass Mutual Life Insurance Company Invesco Real Estate A | — | — | — | $105K | 1.6% | |
| Mass Mutual Life Insurance Company Victory Sycamore Small Company Opp | — | — | — | $86K | 1.3% | |
| Mass Mutual Life Insurance Company Invesco Small Cap Growth A | — | — | — | $78K | 1.2% | |
| Mass Mutual Life Insurance Company MassMutual Total Return Bond R4 | — | — | — | $70K | 1.1% | |
| Mass Mutual Life Insurance Company MassMutual Mid Cap Growth R4 | — | — | — | $67K | 1.0% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement 2020 R3 | — | — | — | $66K | 1.0% | |
| Mass Mutual Life Insurance Company MassMutual Small Cap Val EQ R4 | — | — | — | $60K | 0.9% | |
| Mass Mutual Life Insurance Company Invesco Balanced-Risk Commodity Stra | — | — | — | $33K | 0.5% | |
| Mass Mutual Life Insurance Company Harford Balanced income R4 | — | — | — | $28K | 0.4% | |
| Mass Mutual Life Insurance Company JP Morgan SmartRetirement Income R3 | — | — | — | $26K | 0.4% | |
| Mass Mutual Life Insurance Company Columbia Global Value A | — | — | — | $24K | 0.4% | |
| s * Mass Mutual Life Insurance Company Allspring Special Mid Cap Value A | Pooled Separate Accounts | — | — | $16K | 0.2% |
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