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Original filing (PDF)20250919114934NAL0002256017001
BLOWER-DEMPSAY CORPORATION
Form 5500
FILING_RECEIVED
BLOWER-DEMPSAY CORPORATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed12 service providers
Active participants
270
Accounts w/ balance
299
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
29 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOWER-DEMPSAY CORPORATION.
Plan sponsor
Name
BLOWER-DEMPSAY CORPORATION
EIN
33-0208548
Address
4042 W. GARRY AVE. · SANTA ANA, CA · 92704
Phone
(714) 481-3812
Industry
Transportation & Warehousingsee 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
2025-09-19
Pension benefit codes
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
WITHUM SMITH+BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $55K | — |
| NUVEEN FUNDS | 41-1418224 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | — | AUSTIN, TX | NONE | $0 | — |
| JANUS FUNDS | 43-1804048 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| GOLDMAN SACHS FUNDS | 13-3575636 | — | NONE | $0 | — |
| MANNING & NAPIER | — | FAIRPORT, NY | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
Investments
29 direct securities· $23.9M(100% of reported assets)
Uncategorized
$21.4M
28 holdings
Mutual Funds
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Mutual Funds | — | — | $2.5M | 10.3% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $2.3M | 9.6% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $2.2M | 9.3% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $2.2M | 9.3% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $2.2M | 9.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.6M | 6.7% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $1.5M | 6.2% | |
| T. Rowe Price Stable Value Fund | — | — | — | $1.4M | 6.0% | |
| Fidelity US Bond ** 120 Pimco RAE US Fund | — | — | — | $1.2M | 5.0% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $1.0M | 4.3% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $859K | 3.6% | |
| Nuveen Mid Cap Value Fund | — | — | — | $757K | 3.2% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $710K | 3.0% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $442K | 1.9% | |
| Participant loans Interest rates ranging from 4.75% to 10.00% | — | — | — | $432K | 1.8% | |
| Fidelity Total Bond Fund | — | — | — | $368K | 1.5% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $334K | 1.4% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $312K | 1.3% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $271K | 1.1% | |
| Fidelity International Index Fund | — | — | — | $269K | 1.1% | |
| Invesco Global Opportunities | — | — | — | $219K | 0.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $207K | 0.9% | |
| MFS International Diversification Fund | — | — | — | $143K | 0.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $137K | 0.6% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $71K | 0.3% | |
| Janus Henderson Enterprise Fund | — | — | — | $71K | 0.3% | |
| Goldman Sachs Small Cap Value Fund | — | — | — | $70K | 0.3% | |
| DFA US Small CAP | — | — | — | $67K | 0.3% | |
| Interest bearing cash * T. Rowe Price Government Money Investment Fund | — | — | — | $36K | 0.2% |