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Original filing (PDF)20250728133551NAL0002115169001

B4CORP

Form 5500
FILING_RECEIVED
B4CORP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
141
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
33 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.
Helping the score
  • Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B4CORP.
Plan sponsor
Name
B4CORP
EIN
27-2266870
Address
20963 CISCO LANE · LEESBURG, VA · 20175
Phone
(703) 407-6270
Industry
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
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
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
DAVIDSON, DOYLE & HILTON LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
THE VANGUARD GROUP, INC.23-1945930NONE$6K

Investments

33 direct securities· $22.4M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index Adm Vanguard 0$2.3M10.1%
Vanguard Target Retirement 2040 Fund Vanguard 0$2.1M9.4%
Vanguard Target Retirement 2030 Fund Vanguard 0$2.0M9.0%
Vanguard Target Retirement 2045 Fund Vanguard 0$2.0M8.9%
Vanguard Growth Index Adm Vanguard 0$1.7M7.5%
Vanguard Total Stock Market Index Adm Vanguard 0$1.6M7.4%
Vanguard Target Retirement 2035 Fund Vanguard 0$912K4.1%
Vanguard Health Care Index Adm Vanguard 0$857K3.8%
Contribution Account Ascensus Trust Company 0$813K3.6%
Vanguard Target Retirement 2060 Fund Vanguard 0$791K3.5%
Vanguard Value Index Adm Vanguard 0$647K2.9%
Vanguard Target Retirement 2025 Fund Vanguard 0$530K2.4%
Vanguard Health Care Adm Vanguard 0$491K2.2%
Vanguard Target Retirement 2020 Fund Vanguard 0$481K2.1%
Vanguard Total Intl Stock Index Adm Vanguard 0$462K2.1%
Vanguard Target Retirement 2050 Fund Vanguard 0$448K2.0%
Vanguard Federal Money Market Inv Vanguard 0$431K1.9%
Vanguard Real Estate Index Adm Vanguard 0$427K1.9%
Vanguard Target Retirement 2055 Fund Vanguard 0$408K1.8%
Vanguard Small-Cap Value Index Adm Vanguard 0$404K1.8%
Vanguard Mid-Cap Value Index Adm Vanguard 0$401K1.8%
Vanguard Balanced Index Adm Vanguard 0$356K1.6%
Vanguard Mid Cap Index Adm Vanguard 0$283K1.3%
Various Rates and Maturities Participant's Loan Account 0$254K1.1%
Vanguard Small-Cap Index Adm Vanguard 0$235K1.0%
Vanguard Short-Term Bond Index Adm Vanguard 0$215K1.0%
Vanguard Total Bond Market Index Adm Vanguard 0$172K0.8%
Vanguard Small-Cap Growth Index Adm Vanguard 0$162K0.7%
Vanguard Mid-Cap Growth Index Adm Vanguard 0$109K0.5%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0$108K0.5%
Vanguard Total Intl Bond Index Adm Vanguard 0$105K0.5%
Vanguard Target Retirement 2065 Fund Vanguard 0$97K0.4%
Vanguard Target Retirement Income Fund Vanguard 0$89K0.4%

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