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Original filing (PDF)20251013135521NAL0000678515001
BEELINE IMPORT AND SERVICES LLC
Form 5500
FILING_RECEIVED
BEELINE GROUP 401(K) PLAN
401(k) retirement plan
Signals · 3
28% in single holding~98 bps in Sched C feesNo recordkeeper disclosed
Active participants
490
Accounts w/ balance
427
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Columbia Small Cap Value Fund Registered Investment Company 28 Fidelity 500 Index Fund Registered Investment Company" is 28% of plan.
- 98 bps in Schedule C fees — 89% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEELINE IMPORT AND SERVICES LLC.
Plan sponsor
Name
BEELINE IMPORT AND SERVICES LLC
EIN
27-1623936
Address
3565 PIEDMONT ROAD NE BUILDING · SUITE 100 · ATLANTA, GA · 30305
Phone
(404) 978-9913
Industry
Retail Tradesee 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
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEAY & WEISSINGER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $87K | — |
Investments
22 direct securities · 1 pooled fund· $8.8M(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
$8.6M
22 holdings
Common Collective Trust
$221K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Small Cap Value Fund Registered Investment Company 28 Fidelity 500 Index Fund Registered Investment Company | — | — | — | $2.5M | 27.9% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $1.2M | 13.2% | |
| Vanguard Total Inst'l Stock Index Admiral Fund Registered Investment Company | — | — | — | $694K | 7.9% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $678K | 7.7% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $658K | 7.5% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $624K | 7.1% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $503K | 5.7% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $384K | 4.4% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $378K | 4.3% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $280K | 3.2% | |
| MASSMUTUAL POOLED STABLE TRUST CL50 GREAT GRAY TRUST COMPANY · EIN 38-7271376 / PN 757 | Common Collective Trust | — | — | $221K | 2.5% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $171K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $157K | 1.8% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $129K | 1.5% | |
| Participant Loans 9.5% | — | — | — | $109K | 1.2% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $89K | 1.0% | |
| BlackRock Advantage Int'l Value Fund Registered Investment Company | — | — | — | $61K | 0.7% | |
| AB Large Cap Growth Fund Registered Investment Company | — | — | — | $24K | 0.3% | |
| Fidelity Adv Small Cap Growth Fund Registered Investment Company | — | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $13K | 0.2% | |
| Macquarie Mid Cap Growth Fund Registered Investment Company | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| Fidelity Advisor Total Bond Fund Registered Investment Company | — | — | — | $2K | <0.1% |
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