· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
B & Z MANAGEMENT — B & Z MANAGEMENT 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250711100159NAL0017118994001
B & Z MANAGEMENT
Form 5500-SF
FILING_RECEIVED
B & Z MANAGEMENT 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
97
Accounts w/ balance
60
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
B & Z MANAGEMENT
.
Find decision makers
Plan sponsor
Name
B & Z MANAGEMENT
EIN
26-1091424
Address
535 WATERTOWN AVE · WATERBURY, CT · 06708
Phone
(203) 525-3564
Industry
Accommodation & Food Services
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
2025-07-11
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)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
BAGEL PLACE, INC.
BAGEL PLACE, INC. 401(K) PLAN
$2.0M · 46 participants
PPR FOODS, LLC
PPR FOODS, LLC 401(K) PROFIT SHARING PLAN
$2.0M · 234 participants
KJH ENTERPRISES OF SHEBOYGAN INC.
KJH ENTERPRISES OF SHEBOYGAN INC. 401(K) RETIREMENT PLAN
$2.0M · 61 participants
P&K CUSTARD, LLC D/B/A CULVER'S OF EAU CLAIRE, LLC
CULVER'S OF EAU CLAIRE, LLC 401(K) PLAN
$2.0M · 25 participants
CADDENHEAD GROUP, INC.
CADDENHEAD GROUP, INC. RETIREMENT TRUST
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 77 participants
JLD ENTERPRISES, LLC
JLD ENTERPRISES, LLC CASH BALANCE PLAN
$2.0M · 75 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
