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Original filing (PDF)20251013170311NAL0000856323001
BAINBRIDGE COMMUNITIES MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
BAINBRIDGE COMMUNITIES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
450
Accounts w/ balance
253
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAINBRIDGE COMMUNITIES MANAGEMENT, LLC.
Plan sponsor
Name
BAINBRIDGE COMMUNITIES MANAGEMENT, LLC
EIN
26-2952811
Address
12765 W. FOREST HILL BLVD · SUITE 1307 · WELLINGTON, FL · 33414
Phone
(561) 721-3923
Industry
Real Estatesee 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
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO | 71-0294708 | — | ASSET CUSTODIAN | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | FINANCIAL ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C | 43-1947695 | — | AUDITOR | $25K | — |
Investments
33 direct securities · 1 pooled fund· $19.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.9M
33 holdings
Pooled Separate Account
$9.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INS AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9.4M | 94.9% | |
| Vanguard 500 Index Fund Adm (1) | — | — | — | $1.5M | 15.2% | |
| American Funds American Funds 2035 Target Date R6 | — | — | — | $1.1M | 11.0% | |
| American Funds American Funds 2025 Target Date R6 | — | — | — | $1.0M | 10.4% | |
| American Funds American Funds 2040 Target Date R6 | — | — | — | $861K | 8.7% | |
| American Funds American Funds 2030 Target Date R6 | — | — | — | $649K | 6.5% | |
| American Funds American Funds 2050 Target Date R6 | — | — | — | $618K | 6.2% | |
| American Funds American Funds 2045 Target Date R6 | — | — | — | $594K | 6.0% | |
| American Funds American Funds Am Balanced R6 | — | — | — | $571K | 5.7% | |
| AllianceBernstein AB Large Cap Growth Fund Z | — | — | — | $429K | 4.3% | |
| Voya Investment Management Voya Fixed Account | — | — | — | $427K | 4.3% | |
| American Funds American Funds 2055 Target Date R6 | — | — | — | $281K | 2.8% | |
| Macquarie Small Cap Core R6 | — | — | — | $231K | 2.3% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $204K | 2.0% | |
| American Funds American Funds 2020 Target Date R6 | — | — | — | $196K | 2.0% | |
| Morgan Stanley MSIF Growth Portfolio R6 | — | — | — | $143K | 1.4% | |
| Hartford Funds Hartford Schroders Intl Stock Fd SDR | — | — | — | $140K | 1.4% | |
| Voya Investment Management Voya Gov Money Mkt Fnd A (Hold Acct) | — | — | — | $112K | 1.1% | |
| Massachusetts Financial Services Company MFS Mid Cap Growth Fund R6 | — | — | — | $107K | 1.1% | |
| American Funds American Funds 2010 Target Date R6 | — | — | — | $92K | 0.9% | |
| Victory Capital Management Victory Trvlnt Intl Small-Cap Fd R6 | — | — | — | $91K | 0.9% | |
| American Funds American Funds 2060 Target Date R6 | — | — | — | $87K | 0.9% | |
| Notes receivable from participants with interest rates ranging from 7.50% to 10.50% per annum with maturities through December 2028. - | — | — | — | $84K | 0.8% | |
| Massachusetts Financial Services Company MFS Value Fund R6 | — | — | — | $73K | 0.7% | |
| American Funds American Funds 2065 Target Date R6 | — | — | — | $55K | 0.6% | |
| Principal Global Investors Principal Real Estate Secs Fd R6 | — | — | — | $54K | 0.5% | |
| BlackRock High Yield Bond Port K | — | — | — | $44K | 0.4% | |
| PIMCO Income Fund Inst | — | — | — | $40K | 0.4% | |
| Fidelity Adv Small Cap Growth Fund Z | — | — | — | $33K | 0.3% | |
| Pioneer Bond Fund K | — | — | — | $29K | 0.3% | |
| American Funds American Funds 2015 Target Date R6 | — | — | — | $20K | 0.2% | |
| Hotchkis Wiley Small Cap Val Z | — | — | — | $18K | 0.2% | |
| Dimensional Fund Advisors DFA Inflat-Prot Securities Port Inst | — | — | — | $13K | 0.1% | |
| PGIM Investments PGIM Global Total Return Fnd R6 | — | — | — | $4K | <0.1% |
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