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Original filing (PDF)20251015180039NAL0002730147001
BBB INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
BBB INDUSTRIES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,440
Accounts w/ balance
1,053
Plan assets (EOY)
$54.5M
Net assets (EOY)
$54.5M
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
- 31 bps in Schedule C fees — 91% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BBB INDUSTRIES, LLC.
Plan sponsor
Name
BBB INDUSTRIES, LLC
EIN
20-1837357
Address
29627 RENAISSANCE BLVD · DAPHNE, AL · 36526
Phone
(251) 438-2737
Industry
Manufacturingsee 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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WILKINS MILLER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | INVESTMENT ADVISOR | $40K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $17K | — |
Investments
28 direct securities· $54.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TARGET RET 2030 | — | 213,855.184 | $7.7M | $8.1M | 14.9% | |
| VANG TARGET RET 2035 | — | 231,090.172 | $5.2M | $5.5M | 10.2% | |
| VANG TARGET RET 2025 | — | 286,863.174 | $5.5M | $5.4M | 9.8% | |
| FID 500 INDEX | — | 24,604.914 | $3.7M | $5.0M | 9.2% | |
| VANG TARGET RET 2050 | — | 86,607.949 | $3.8M | $4.3M | 7.9% | |
| VANG TARGET RET 2040 | — | 89,018.091 | $3.6M | $3.8M | 7.1% | |
| JPM LG CAP GRTH I | — | 38,078.507 | $2.2M | $3.0M | 5.6% | |
| VANG TARGET RET 2045 | — | 78,538.362 | $2.1M | $2.3M | 4.3% | |
| VANG TARGET RET 2020 | — | 83,465.261 | $2.4M | $2.2M | 4.1% | |
| VANG TARGET RET 2060 | — | 35,920.437 | $1.6M | $1.8M | 3.4% | |
| VANG TARGET RET 2055 | — | 27,902.576 | $1.4M | $1.6M | 2.8% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $1.5M | 2.8% | |
| FID GOVT MMKT | — | 1,507,553.6 | $1.5M | $1.5M | 2.8% | |
| VRTS K SM-CAP CORE I | — | 20,570.151 | $949K | $1.2M | 2.2% | |
| FID INTL INDEX | — | 24,598.191 | $1.1M | $1.2M | 2.1% | |
| FID SM CAP IDX | — | 36,466.219 | $859K | $1.0M | 1.9% | |
| FID MID CAP IDX | — | 26,511.885 | $767K | $895K | 1.6% | |
| TCW MW TOT RTN BD I | — | 87,261.532 | $793K | $774K | 1.4% | |
| FID US BOND IDX | — | 74,853.639 | $789K | $765K | 1.4% | |
| JH DSCPL VAL MDCP I | — | 27,974.806 | $665K | $754K | 1.4% | |
| VANG TARGET RET 2065 | — | 15,755.935 | $471K | $530K | 1.0% | |
| MFS VALUE R6 | — | 10,063.231 | $490K | $487K | 0.9% | |
| AF EUROPAC GROWTH R6 | — | 6,429.943 | $360K | $345K | 0.6% | |
| GS SM/MD CAP GRTH IS | — | 6,948.433 | $167K | $171K | 0.3% | |
| VANG TARGET RET INC | — | 5,504.319 | $74K | $72K | 0.1% | |
| PIONEER SH TRM INC Y | — | 7,373.612 | $65K | $65K | 0.1% | |
| AM CENT SMCAP VAL R6 | — | 4,514.121 | $46K | $48K | <0.1% | |
| VANG TARGET RET 2070 | — | 97.938 | $3K | $3K | <0.1% |
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