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Original filing (PDF)20250813063814NAL0019675026001
B & V ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
SUPER KING 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holding~91 bps in Sched C fees
Active participants
918
Accounts w/ balance
213
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund" is 26% of plan.
- 91 bps in Schedule C fees — 75% above peer band of 52 bps.
- Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B & V ENTERPRISES, INC..
Plan sponsor
Name
B & V ENTERPRISES, INC.
EIN
33-0698720
Address
791 S. MISSION ROAD · LOS ANGELES, CA · 90023
Phone
(323) 604-1601
Industry
Wholesale Tradesee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-13
Pension benefit codes
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $17K | — |
Investments
27 direct securities · 1 pooled fund· $4.4M(99% 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
$4.3M
27 holdings
Common Collective Trust
$134K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $1.2M | 26.4% | |
| Fidelity Freedom Index 2035 Premier Mutual Fund | — | — | — | $342K | 7.7% | |
| Fidelity Freedom Index 2040 Premier Mutual Fund | — | — | — | $318K | 7.2% | |
| Fidelity Freedom Index 2050 Premier Mutual Fund | — | — | — | $307K | 6.9% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $244K | 5.5% | |
| Fidelity Freedom Index 2045 Premier Mutual Fund | — | — | — | $229K | 5.2% | |
| Fidelity Freedom Index 2030 Premier Mutual Fund | — | — | — | $219K | 4.9% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $206K | 4.7% | |
| Fidelity Freedom Index 2025 Premier Mutual Fund | — | — | — | $157K | 3.5% | |
| EI Fixed Account - Serial Class I Fully Benefit-Responsive Investment Contract | — | — | — | $140K | 3.2% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $136K | 3.1% | |
| JPMorgan US Equity R6 Mutual Fund | — | — | — | $135K | 3.1% | |
| AB US LARGE CAP GROWTH CIT W SERIES GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $134K | 3.0% | |
| Fidelity Freedom Index 2060 Premier Mutual Fund | — | — | — | $118K | 2.7% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $105K | 2.4% | |
| Fidelity Freedom Index 2055 Premier Mutual Fund | — | — | — | $94K | 2.1% | |
| American Funds EuropacificGR R6 Mutual Fund | — | — | — | $60K | 1.3% | |
| Fidelity Mid Cap Growth Index Mutual Fund | — | — | — | $57K | 1.3% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $48K | 1.1% | |
| Fidelity Mid Cap Value Index Mutual Fund | — | — | — | $44K | 1.0% | |
| Fidelity Freedom Index 2065 Premier Mutual Fund | — | — | — | $42K | 0.9% | |
| Fidelity Small Cap Value Index Mutual Fund | — | — | — | $28K | 0.6% | |
| Pimco Income Institutional Mutual Fund | — | — | — | $21K | 0.5% | |
| American Funds Bond Fund Of Amer R6 Mutual Fund | — | — | — | $16K | 0.4% | |
| Fidelity Small Cap Growth Index Mutual Fund | — | — | — | $14K | 0.3% | |
| MFS Value R6 Mutual Fund | — | — | — | $8K | 0.2% | |
| T. Rowe Price Small-Cap Value I Mutual Fund | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index Income Premier Mutual Fund | — | — | — | $2K | <0.1% |
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