Back to filter
Original filing (PDF)20250819051004NAL0001858113001
BNI GLOBAL LLC
Form 5500
FILING_RECEIVED
BNI GLOBAL LLC
401(k) retirement plan
Active participants
590
Accounts w/ balance
235
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BNI GLOBAL LLC.
Plan sponsor
Name
BNI GLOBAL LLC
EIN
35-2519804
Address
PO BOX 49248 · CHARLOTTE, NC · 282770776
Phone
(704) 248-4800
Industry
Admin Support & Waste Mgmtsee 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
2025-08-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
Investments
29 direct securities · 1 pooled fund· $5.3M(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.
Registered Investment Companies
$5.3M
29 holdings
Common Collective Trust
$29K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $900K | 16.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $893K | 16.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $614K | 11.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $461K | 8.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $318K | 5.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $289K | 5.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $280K | 5.2% | |
| VANGUARD DIV GRTH - INV | Registered Investment Companies | — | — | $248K | 4.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $169K | 3.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $151K | 2.8% | |
| ALGER SPECTRA FUND Z | Registered Investment Companies | — | — | $129K | 2.4% | |
| AMB MAN LARGE CAP VALUE R5 | Registered Investment Companies | — | — | $113K | 2.1% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $98K | 1.8% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $88K | 1.6% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $85K | 1.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $72K | 1.3% | |
| DFA US CORE EQUITY 1 PORT INST | Registered Investment Companies | — | — | $67K | 1.2% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $50K | 0.9% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $43K | 0.8% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $36K | 0.7% | |
| AMB SHAPIRO SMID CAP EQ R5 | Registered Investment Companies | — | — | $32K | 0.6% | |
| VICTORY INTEGRITY SMCAP VAL R6 | Registered Investment Companies | — | — | $29K | 0.5% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $29K | 0.5% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $26K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $22K | 0.4% | |
| COLUMBIA EMERGING MKTS - I3 | Registered Investment Companies | — | — | $21K | 0.4% | |
| AMERICAN BEACON INTL EQTY R5 | Registered Investment Companies | — | — | $14K | 0.3% | |
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $13K | 0.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $9K | 0.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $2K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Admin Support & Waste Mgmt plans
DEXTERA CORPORATION
DEXTERA CORPORATION 401(K) PROFIT SHARING PLAN
$5.4M · 73 participants
3ARCHES MANAGEMENT, INC.
3 ARCHES MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$5.3M · 57 participants
MAILCO PRODUCTIONS, INC.
MAILCO PRODUCTIONS, INC. 401(K) PLAN
$5.4M · 12 participants
SPRINGBUK, INC.
SPRINGBUK, INC. 401(K) PLAN
$5.4M · 87 participants
AZTECH INTERNATIONAL INC.
AZTECH INTERNATIONAL 401(K) PLAN
$5.3M · 6 participants
INTELLISOURCE LLC
INTELLISOURCE 401K PLAN
$5.3M · 113 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants