How big is Bear Holdings, LLC's plan?

Bear Holdings, LLC's plan reported $25.4M in assets and 653 participants for 2024.

Original filing (PDF)20250923103852NAL0007851411001

Bear Holdings, LLC

Name: Bear Holdings, LLC — Bear Holdings, LLC 401(k) Plan, Form 5500 (2024)
Creator: Bear Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bear Holdings, LLC 401(k) Plan

401(k) retirement plan · Bear Holdings, LLC's Bear Holdings, LLC 401(k) Plan held $25.4M in plan assets for 653 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

653

Accounts w/ balance

391

Plan assets (EOY)

$25.4M

Net assets (EOY)

$25.4M

People on this filing

Felix Alejandro signed Bear Holdings, LLC's 2024 Form 5500 as plan administrator.

Felix Alejandro — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bear Holdings, LLC's EIN is 20-8034548.

EIN 20-8034548

Plan number 001

Plan year 2024

ACK ID 20250923103852NAL0007851411001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bear Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bear Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAR HOLDINGS, LLC.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 28K (1% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

BEAR HOLDINGS, LLC

EIN

all filings

Address

206 PEACH WAY · COLUMBIA, MO · 65203

Phone

(573) 443-2021

Industry

Real Estate

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

2025-09-23

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STIFEL NICOLAUS & CO INC	43-0538770	—	ADVISOR	$48K	—

Investments

37 direct securities· $25.4M(100% of reported assets)

Mutual Funds

$14.0M

19 holdings

Other securities

$8.3M

15 holdings

Common Collective Trusts

$2.9M

1 holding

Bonds / Notes

$102K

1 holding

Agency / Mortgage-Backed

$97K

1 holding

					% of plan
BlackRock iShares S&P 500 Index Institutional	Common Collective Trusts	—	—	$2.9M	11.4%
American Funds American Funds 2045 Target Date Retirement R6	Mutual Funds	—	—	$2.0M	7.7%
ClearBridge Large Cap Growth IS	Other securities	—	—	$1.8M	7.2%
American Funds American Funds 2050 Target Date Retirement R6	Mutual Funds	—	—	$1.5M	5.9%
JPMorgan Large Cap Growth R5	Other securities	—	—	$1.5M	5.9%
American Funds American Funds 2025 Target Date Retirement R6	Mutual Funds	—	—	$1.5M	5.8%
American Funds American Funds 2055 Target Date Retirement R6	Mutual Funds	—	—	$1.4M	5.7%
American Funds American Funds 2035 Target Date Retirement R6	Mutual Funds	—	—	$1.3M	5.2%
American Funds American Funds 2030 Target Date Retirement R6	Mutual Funds	—	—	$1.3M	5.1%
American Funds American Funds 2040 Target Date Retirement R6	Mutual Funds	—	—	$1.3M	5.1%
Janus Henderson Janus Henderson Enterprise I	Mutual Funds	—	—	$830K	3.3%
Victory Sycamore Established Value I	Other securities	—	—	$721K	2.8%
Macquarie Small Cap Growth I	Other securities	—	—	$695K	2.7%
Fidelity Investments Fidelity Government Money Market	Mutual Funds	—	—	$649K	2.6%
JPMorgan Equity Income I	Other securities	—	—	$641K	2.5%
Fidelity Investments Fidelity Advisor International Growth I	Mutual Funds	—	—	$523K	2.1%
Columbia Select Large Cap Value S	Other securities	—	—	$447K	1.8%
PGIM High Yield R4	Other securities	—	—	$379K	1.5%
American Funds American Funds 2060 Target Date Retirement R6	Mutual Funds	—	—	$371K	1.5%
Invesco Developing Markets Y	Mutual Funds	—	—	$369K	1.5%
Lord Abbett Lord Abbett Income I	Mutual Funds	—	—	$344K	1.4%
TCW MetWest Total Return Bd I	Other securities	—	—	$340K	1.3%
Allspring Special Small Cap Value R6	Other securities	—	—	$332K	1.3%
Columbia Small Cap Index I	Other securities	—	—	$325K	1.3%
American Beacon American Beacon International Equity Fund R5 Class	Other securities	—	—	$300K	1.2%
Columbia State Bond Index I2	Other securities	—	—	$284K	1.1%
American Funds American Funds 2020 Target Date Retirement R6	Mutual Funds	—	—	$237K	0.9%
BNY Mellon BNY Mellon MidCap Index Inv	Other securities	—	—	$205K	0.8%
Fidelity Investments Fidelity Advisor Emerging Asia I	Mutual Funds	—	—	$191K	0.8%
BlackRock iShares MSCI EAFE International Index K	Other securities	—	—	$184K	0.7%
Fidelity Investments Fidelity Advisor Materials I	Mutual Funds	—	—	$137K	0.5%
Plan participants Participant loans, with interest rates at 3.25% - 8.50%	Bonds / Notes	—	—	$102K	0.4%
BlackRock GNMA Portfolio Institutional	Agency / Mortgage-Backed	—	—	$97K	0.4%
AllianceBernstein AB Global Bond Z	Other securities	—	—	$91K	0.4%
American Funds American Funds 2010 Target Date Retirement R6	Mutual Funds	—	—	$75K	0.3%
American Funds American Funds 2065 Target Date Retirement R6	Mutual Funds	—	—	$53K	0.2%
American Funds American Funds 2015 Target Date Retirement R6	Mutual Funds	—	—	$8K	<0.1%