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Original filing (PDF)20251006074553NAL0001713987001
BSI ENGINEERING, LLC
Form 5500
FILING_RECEIVED
BSI 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
257
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BSI ENGINEERING, LLC.
Plan sponsor
Name
BSI ENGINEERING, LLC
EIN
20-8492458
Address
300 EAST BUSINESS WAY · SUITE 300 · CINCINNATI, OH · 45241
Phone
(513) 201-3102
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-06
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
KSM CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $43K | — |
| CAMBRIDGE INVESTMENT RESEARCH. | — | FAIRFIELD, IA | NONE | $42K | — |
Investments
27 direct securities · 1 pooled fund· $29.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.6M
27 holdings
Common Collective Trust
$666K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.8M | 9.7% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $2.7M | 9.1% | |
| Vanguard Large Cap Index Adm Vanguard 0 | — | — | — | $2.6M | 8.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.4M | 8.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.3M | 7.8% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.3M | 7.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $2.0M | 6.9% | |
| Columbia Dividend Income A Columbia 0 | — | — | — | $1.6M | 5.5% | |
| Fidelity Contrafund Fund Fidelity 0 | — | — | — | $1.2M | 4.0% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 3.6% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $865K | 3.0% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $797K | 2.7% | |
| MFS International Growth Fund I MFS 0 | — | — | — | $764K | 2.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $759K | 2.6% | |
| METLIFE GAC-25053 CL 60 METLIFE (RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $666K | 2.3% | |
| Virtus KAR Mid-Cap Core R6 Virtus 0 | — | — | — | $472K | 1.6% | |
| T. Rowe Price Mid Cap Value Inv T. Rowe Price 0 | — | — | — | $438K | 1.5% | |
| American Century Small Cap Gr R6 American Century 0 | — | — | — | $423K | 1.4% | |
| Macquarie Diversified Income A Macquarie 0 | — | — | — | $421K | 1.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $312K | 1.1% | |
| Baron Emerging Markets Fd Institutional Baron 0 | — | — | — | $308K | 1.1% | |
| Vanguard Short-Term Federal Inv Vanguard 0 | — | — | — | $295K | 1.0% | |
| Applied Finance Explorer Instl Applied 0 | — | — | — | $215K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $194K | 0.7% | |
| Fidelity Select Advisor Gold I Fidelity 0 | — | — | — | $180K | 0.6% | |
| Columbia Capital Alloc Mod Aggres A Columbia 0 | — | — | — | $156K | 0.5% | |
| Synthetic Cash Account Synthetic 0 | — | — | — | $5K | <0.1% |