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Original filing (PDF)20251013093032NAL0000445043001
B LAB COMPANY
Form 5500
FILING_RECEIVED
B LAB 403B RETIREMENT PLAN
403(b) retirement plan
Signals · 2
36% in single holding~90 bps in Sched C fees
Active participants
86
Accounts w/ balance
127
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
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)
88
/ 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
82
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "CRA Green Century Balanced Instl N/A" is 36% of plan.
- 90 bps in Schedule C fees — 74% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B LAB COMPANY.
Plan sponsor
Name
B LAB COMPANY
EIN
20-5958773
Address
PO BOX 37635 · PMB 28400 · PHILADELPHIA, PA · 191010635
Phone
(610) 293-0299
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBERG & FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS | — | NORFOLK, NE | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREEN RETIREMENT INC | — | ALAMEDA, CA | FINANCIAL ADVISOR | $19K | — |
Investments
28 direct securities· $3.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CRA Green Century Balanced Instl N/A | — | — | — | $1.4M | 36.0% | |
| Parnassus Value Equity Fund N/A | — | — | — | $406K | 10.5% | |
| T. Rowe Price Trillium ESG Global Equity Instl N/A | — | — | — | $329K | 8.5% | |
| Vanguard FTSE Social Index Fund N/A | — | — | — | $304K | 7.9% | |
| Shelton T Rowe Pr Health Sciences-I N/A | — | — | — | $198K | 5.1% | |
| Vanguard LifeStrategy Growth Inv N/A | — | — | — | $184K | 4.8% | |
| Vanguard Total Stock Mkt Idx Adm N/A | — | — | — | $138K | 3.6% | |
| Parnassus Shelton Sustainable Equity Fund Inv N/A | — | — | — | $126K | 3.3% | |
| Vanguard Small Cap Growth Index N/A | — | — | — | $110K | 2.8% | |
| Calvert Short Duration Income R6 N/A 26 Calvert Small-Cap R6 N/A | — | — | — | $78K | 2.0% | |
| Trillium Vanguard Emerging Mkts Stock Idx N/A | — | — | — | $72K | 1.9% | |
| Green Century Impax Ellevate Global Women's N/A | — | — | — | $69K | 1.8% | |
| Calvert US Large Cap Growth N/A | — | — | — | $58K | 1.5% | |
| Vanguard Equity-Income Adm N/A | — | — | — | $57K | 1.5% | |
| Vanguard Federal Money Market N/A | — | — | — | $52K | 1.4% | |
| Calvert US Mid Cap Core Rspnb Idx I N/A | — | — | — | $48K | 1.2% | |
| Calvert Equity R6 N/A | — | — | — | $47K | 1.2% | |
| Impax High Yield Bond Fund N/A | — | — | — | $34K | 0.9% | |
| Macquarie Parnassus Mid Cap Fund-Ins N/A | — | — | — | $31K | 0.8% | |
| Participants | — | — | — | $26K | 0.7% | |
| Calvert Core Bond Fund Class I N/A | — | — | — | $23K | 0.6% | |
| Calvert CCM Community Impact Bond Fund N/A | — | — | — | $22K | 0.6% | |
| Impax Macquarie Mid Cap Growth Y N/A | — | — | — | $20K | 0.5% | |
| Vanguard Total Bond Market Index N/A | — | — | — | $11K | 0.3% | |
| Vanguard LifeStrategy Moderate Gr Inv N/A | — | — | — | $11K | 0.3% | |
| Vanguard LifeStrategy Cnsrv Gr Inv N/A | — | — | — | $6K | 0.2% | |
| Vanguard Mid Cap Index Admiral N/A | — | — | — | $3K | <0.1% | |
| Vanguard LifeStrategy Income Inv N/A | — | — | — | $3K | <0.1% |
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