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Original filing (PDF)20251015053540NAL0003858081001
BD&J, PC
Form 5500
FILING_RECEIVED
BD&J, PC 401K PLAN
401(k) retirement plan
Active participants
369
Accounts w/ balance
395
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BD&J, PC.
Plan sponsor
Name
BD&J, PC
EIN
26-0613208
Address
11175 SANTA MONICA BLVD · LOS ANGELES, CA · 90025
Phone
(310) 887-1818
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLESWORTH & RUGG, INC. | 95-3517087 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
30 direct securities· $5.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 20.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $828K | 13.5% | |
| DFA INTERNATIONAL SM CO INST 409 REGISTERED INVESTMENT COMPANY VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $787K | 12.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $762K | 12.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $659K | 10.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $441K | 7.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $188K | 3.1% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $119K | 1.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $113K | 1.9% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $113K | 1.8% | |
| DIMENSIONAL GL AL 60 40 PORT I | Registered Investment Companies | — | — | $97K | 1.6% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $77K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $62K | 1.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $51K | 0.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $51K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $43K | 0.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $42K | 0.7% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $40K | 0.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $27K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $22K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $18K | 0.3% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $18K | 0.3% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $8K | 0.1% | |
| VANGUARD HEALTH CARE FUND ADM 210 REGISTERED INVESTMENT COMPANY VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $7K | 0.1% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $6K | <0.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $4K | <0.1% | |
| PARAMETRIC COMMODITY STRAT I | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $4K | <0.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $2K | <0.1% |
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