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Original filing (PDF)20251008113057NAL0003233299001
BERICAP SC, LLC
Form 5500
FILING_RECEIVED
BERICAP SC, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
120
Accounts w/ balance
138
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 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 BERICAP SC, LLC.
Plan sponsor
Name
BERICAP SC, LLC
EIN
35-2309666
Address
1300 MOUNT OLIVE ROAD · COWPENS, SC · 29330
Phone
(864) 463-1967
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
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP INC | 04-3015875 | — | N/A | $22K | — |
| CAPTRUST | 26-0058143 | — | N/A | $15K | — |
Investments
13 direct securities · 15 pooled funds· $6.1M(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.
Common Collective Trust
$4.9M
15 holdings
Uncategorized
$1.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 T. ROWE TRUST CO. · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.1M | 18.7% | |
| T. ROWE PRICE RETIREMENT 2040 T. ROWE TRUST CO. · EIN 35-6491729 / PN 001 | Common Collective Trust | — | — | $800K | 13.0% | |
| T. ROWE PRICE RETIREMENT 2045 T. ROWE TRUST CO. · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $697K | 11.4% | |
| T. ROWE PRICE RETIREMENT 2030 T. ROWE TRUST CO. · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $476K | 7.8% | |
| T. ROWE PRICE RETIREMENT 2055 T. ROWE TRUST CO. · EIN 35-6491728 / PN 001 | Common Collective Trust | — | — | $421K | 6.9% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 5.00 to 9.50 percent - | — | — | — | $400K | 6.5% | |
| T. ROWE PRICE RETIREMENT 2050 T. ROWE TRUST CO. · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $383K | 6.3% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $379K | 6.2% | |
| T. ROWE PRICE RETIREMENT 2025 T. ROWE TRUST CO. · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $213K | 3.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $207K | 3.4% | |
| HARBOR CAPITAL APPRECIATION HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $207K | 3.4% | |
| T. ROWE PRICE RETIREMENT 2060 T. ROWE TRUST CO. · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $156K | 2.6% | |
| T. ROWE PRICE RETIREMENT 2065 T. ROWE TRUST CO. · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $143K | 2.3% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund | — | — | — | $94K | 1.5% | |
| JPMorgan Asset Management JPMorgan Mid Cap Value Fund Class L | — | — | — | $81K | 1.3% | |
| BlackRock Equity Dividend Fund Institutional Share | — | — | — | $64K | 1.1% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $52K | 0.8% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $26K | 0.4% | |
| GR GRAY EUROPACIFIC GROWTH GREAT GRAY TRUST COMPNAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $26K | 0.4% | |
| MFS Investment Management MFS International Intrinsic Value Fund Class R3 | — | — | — | $23K | 0.4% | |
| American Beacon Advisors, Inc. American Beacon Small Cap Value Fund Investor Class | — | — | — | $22K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $13K | 0.2% | |
| T. Rowe Price T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund I Class | — | — | — | $12K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2020 T. ROWE TRUST CO. · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | — | — | — | $8K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 T. ROWE TRUST CO. · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $8K | 0.1% | |
| FIAM CORE PLUS COMMINGLES POOLED FIDELITY INSTL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $8K | 0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $6K | 0.1% |
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