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Original filing (PDF)20251015130352NAL0004924577001
B&S SITE DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
B&S SITE DEVELOPMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
737
Accounts w/ balance
179
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B&S SITE DEVELOPMENT, LLC.
Plan sponsor
Name
B&S SITE DEVELOPMENT, LLC
EIN
20-1296489
Address
9400 INNOVATION DRIVE · SUITE 110 · MANASSAS, VA · 20110
Phone
(703) 753-7800
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
D'AMICO WAWRIN AND COMPANY CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
31 direct securities · 1 pooled fund· $7.6M(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
$7.5M
31 holdings
Common Collective Trust
$84K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.1M | 14.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $751K | 9.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $725K | 9.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $596K | 7.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $524K | 6.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $438K | 5.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $399K | 5.2% | |
| Vanguard Windsor II Adm Vanguard 0 | — | — | — | $394K | 5.1% | |
| American Funds Growth Fund of Amer R6 American Funds 0 | — | — | — | $392K | 5.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $354K | 4.6% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $280K | 3.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $277K | 3.6% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $202K | 2.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $194K | 2.5% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $167K | 2.2% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $135K | 1.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $104K | 1.4% | |
| PIMCO Income Instl PIMCO 0 79 DFA Global Real Estate Securities DFA 0 | — | — | — | $91K | 1.2% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $84K | 1.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $61K | 0.8% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $60K | 0.8% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $56K | 0.7% | |
| Goldman Sachs Em Mkts Eq Insights R6 Goldman Sachs 0 | — | — | — | $44K | 0.6% | |
| T. Rowe Price Overseas Stock I T. Rowe Price 0 | — | — | — | $40K | 0.5% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $35K | 0.5% | |
| Vanguard LifeStrategy Moderate Gr Inv Vanguard 0 | — | — | — | $28K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $17K | 0.2% | |
| Vanguard LifeStrategy Income Inv Vanguard 0 770 Vanguard LifeStrategy Consv Growth Inv Vanguard 0 | — | — | — | $12K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $11K | 0.1% | |
| Vanguard LifeStrategy Growth Inv Vanguard 0 | — | — | — | $11K | 0.1% | |
| Vanguard Materials Index Adm Vanguard 0 | — | — | — | $4K | <0.1% | |
| Nuveen Global Infrastructure R6 Nuveen 0 | — | — | — | $2K | <0.1% |
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