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Original filing (PDF)20251008123008NAL0013380370005
B & J SPECIALTY, INC.
Form 5500
FILING_RECEIVED
B & J GROUP RETIREMENT PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
236
Accounts w/ balance
123
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
20 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "[DFE: INDEXSELECT AGGRESSIVE RETIREMENT FUND (extraction pending)]" is 37% of plan.
- 52% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B & J SPECIALTY, INC..
Plan sponsor
Name
B & J SPECIALTY, INC.
EIN
35-1794553
Address
7919 NORTH 100 EAST · WAWAKA, IN · 46794
Phone
(260) 761-5011
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DULIN, WARD & DEWALD, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES LLC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $2K | — |
| EQUITABLE ADVISORS LLC | — | NEW YORK, NY | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTEN SOUERS LLC | — | FORT WAYNE, IN | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
20 pooled funds· $4.3M(80% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT AGGRESSIVE RET FUND CLA GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $1.6M | 29.7% | |
| LARGE CAP GROWTH II GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $1.1M | 21.4% | |
| INDEXSELECT MODERATE 2035 FUND CLAS GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $426K | 8.0% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $224K | 4.2% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $194K | 3.6% | |
| BLACKROCK EAFE EQUITY INDEX 1 GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $118K | $128K | 2.4% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $94K | 1.7% | |
| MID CAP VALUE II GREAT GRAY · EIN 38-4139852 / PN 000 | Common Collective Trust | — | — | $92K | 1.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $84K | 1.6% | |
| INDEXSELECT CONSERVATIVE 2055 FD CL GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $54K | 1.0% | |
| BLACKROCK MID CAP EQUITY FUND R GREAT GRAY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $54K | 1.0% | |
| INDEXSELECT MODERATE RET FUND CLASS GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $44K | 0.8% | |
| SMALL CAP VALUE FUND III CL II GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $40K | 0.7% | |
| LARGE CAP VALUE II GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $36K | 0.7% | |
| INDEXSELECT MODERATE 2045 FUND CLAS GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $23K | 0.4% | |
| INDEXSELECT MODERATE 2055 FUND CLAS GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $21K | 0.4% | |
| INDEXSELECT AGRESSIVE 2065 FUND CLA GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $10K | 0.2% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4139848 / PN 000 | Common Collective Trust | — | — | $6K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FD CL GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT MODERATE 2065 FUND CLAS GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $2K | <0.1% |
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