Back to filter
Original filing (PDF)20250926150307NAL0004065651001
BAESMAN GROUP, INC.
Form 5500
FILING_RECEIVED
BAESMAN GROUP, INC., 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
124
Accounts w/ balance
156
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAESMAN GROUP, INC..
Plan sponsor
Name
BAESMAN GROUP, INC.
EIN
31-0646372
Address
4477 REYNOLDS DR. · HILLIARD, OH · 430261261
Phone
(614) 850-2714
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PW PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $22K | — |
Investments
24 direct securities · 1 pooled fund· $12.9M(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
$11.8M
24 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN US APPLIED DATA SCIENCE VALUE R6 Mutual Fund | — | — | — | $1.6M | 13.4% | |
| JPMORGAN SMARTRETIREMENT 2045 R6 Mutual Fund | — | — | — | $1.5M | 13.0% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.6% | |
| 1JPM-F | — | — | $1.1M | $1.1M | 9.6% | |
| JPMORGAN CORE BOND R6 Mutual Fund | — | — | — | $934K | 7.9% | |
| JPMORGAN SMARTRETIREMENT 2035 R6 Mutual Fund | — | — | — | $929K | 7.8% | |
| JPMORGAN SMARTRETIREMENT 2050 R6 Mutual Fund | — | — | — | $906K | 7.6% | |
| JPMORGAN SMARTRETIREMENT 2040 R6 Mutual Fund | — | — | — | $884K | 7.5% | |
| JPMORGAN SMARTRETIREMENT 2030 R6 Mutual Fund | — | — | — | $776K | 6.5% | |
| FRANKLIN GROWTH R6 Mutual Fund | — | — | — | $545K | 4.6% | |
| INVESCO EQUITY AND INCOME R6 Mutual Fund | — | — | — | $445K | 3.7% | |
| JPMORGAN SMARTRETIREMENT 2025 R6 Mutual Fund | — | — | — | $420K | 3.5% | |
| AMERICAN FUNDS CAPITAL WORLD GROWTH INCOME R6 Mutual Fund | — | — | — | $351K | 3.0% | |
| GOLDMAN SACHS MID CAP VALUE R6 Mutual Fund | — | — | — | $311K | 2.6% | |
| JPMORGAN EQUITY INDEX R6 Mutual Fund | — | — | — | $270K | 2.3% | |
| INVESCO EQV EMERGING MARKETS ALL CAP R6 Mutual Fund | — | — | — | $170K | 1.4% | |
| PGIM JENNISON MID CAP GROWTH R6 Mutual Fund | — | — | — | $142K | 1.2% | |
| JPMORGAN SMARTRETIREMENT 2020 R6 Mutual Fund | — | — | — | $134K | 1.1% | |
| INVESCO MAIN STREET MID CAP R6 Mutual Fund | — | — | — | $123K | 1.0% | |
| JPMORGAN SMARTRETIREMENT 2060 R6 Mutual Fund | — | — | — | $48K | 0.4% | |
| JPMORGAN SMARTRETIREMENT 2065 R6 Mutual Fund | — | — | — | $37K | 0.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Mutual Fund | — | — | — | $33K | 0.3% | |
| FRANKLIN HIGH INCOME R6 Mutual Fund | — | — | — | $23K | 0.2% | |
| JPMORGAN SMARTRETIREMENT 2055 R6 Mutual Fund | — | — | — | $15K | 0.1% | |
| JPMORGAN SMARTRETIREMENT INCOME R6 Mutual Fund | — | — | — | $8K | <0.1% |
Related plans
Other plans using JPMORGAN INVEST HOLDINGS LLC
PHI GROUP, INC.
PHI GROUP, INC. 401(K) RETIREMENT PLAN
$426.9M · 2,040 participants
FIRSTSERVICE RESIDENTIAL, INC.
FIRSTSERVICE RESIDENTIAL 401(K) PLAN
$328.2M · 15,603 participants
UPBOUND GROUP, INC.
UPBOUND 401(K) RETIREMENT SAVINGS PLAN
$245.2M · 9,266 participants
BLACKHAWK NETWORK HOLDINGS, INC.
BLACKHAWK NETWORK 401(K) PLAN
$212.9M · 1,736 participants
FEDWAY ASSOCIATES, INC.
FEDWAY ASSOCIATES, INC. 401(K) EMPLOYEE SAVINGS PLAN
$188.5M · 797 participants
BGE, INC.
BGE, INC. 401(K) PLAN
$165.9M · 1,041 participants
Similar-size Manufacturing plans
NEXTPAGE
NEXTPAGE 401(K) PROFIT SHARING PLAN
$11.9M · 139 participants
IWM INTERNATIONAL, LLC
IWM INTERNATIONAL RETIREMENT SAVINGS PLAN
$11.9M · 197 participants
LAKE BOOK MANUFACTURING, LLC
LAKE BOOK MANUFACTURING, LLC COMMITTEE EMPLOYEES' RETIREMENT PLAN
$11.8M · 92 participants
CHOU CHEMICAL COMPANY
CHOU CHEMICAL COMPANY PROFIT SHARING PLAN
$11.9M · 6 participants
MM PACKAGING PUERTO RICO INC
MM PACKAGING PUERTO RICO RETIREMENT PLAN
$12.0M · 296 participants
COLORART PRINTING LLC
COLORART PRINTING LLC 401K PLAN
$11.7M · 1,311 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants