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Original filing (PDF)20250627132130NAL0023395778001
BRUNSWICK BOWLING PRODUCTS, LLC
Form 5500
FILING_RECEIVED
BBP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
236
Accounts w/ balance
259
Plan assets (EOY)
$41.4M
Net assets (EOY)
$41.4M
How this plan invests
This plan
18 pooled trusts
Schedule D
33 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 BRUNSWICK BOWLING PRODUCTS, LLC.
Plan sponsor
Name
BRUNSWICK BOWLING PRODUCTS, LLC
EIN
36-3393256
Address
525 WEST LAKETON AVE · MUSKEGON, MI · 494412601
Phone
(231) 725-4673
Industry
Wholesale Tradesee 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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 82-3226180 | — | INVESTMENT ADVISORY | $31K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $51K | — |
Investments
18 direct securities · 18 pooled funds· $41.5M(100% 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
$28.3M
13 holdings
Uncategorized
$7.3M
16 holdings
Pooled Separate Account
$4.8M
5 holdings
Mutual Funds
$575K
1 holding
Guaranteed Income / GIC
$480K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.5M | 15.7% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $5.2M | 12.7% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.5M | 10.9% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $4.0M | 9.6% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.1M | 7.6% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.0M | 7.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.2M | 5.4% | |
| Vanguard Group Developed Markets Index Admiral | — | — | — | $1.5M | 3.7% | |
| MFS Mass Inv Growth Stock Fund | — | — | — | $845K | 2.0% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $780K | 1.9% | |
| Vanguard Group Windsor II Adm Fund | — | — | — | $686K | 1.7% | |
| Collective Investment Trusts * Principal Global Investors Trust Co. Principal Lifetime Hybrid Income Fund | — | — | — | $673K | 1.6% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $673K | 1.6% | |
| Vanguard Group Mid-Cap Value Index Admiral | — | — | — | $632K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $632K | 1.5% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $616K | 1.5% | |
| Cohen & Steers Cohen & Steers Inst Realty Shares Fund | Mutual Funds | — | — | $575K | 1.4% | |
| Vanguard Group Intermediate-Term Bond Index Admiral | — | — | — | $574K | 1.4% | |
| Participant Loans 3.25% to 8.5% | — | — | — | $524K | 1.3% | |
| MFS Mid-Cap Growth Fund | — | — | — | $501K | 1.2% | |
| * Principal Life Insurance Company Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $480K | 1.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $460K | 1.1% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $427K | 1.0% | |
| Vanguard Group Explorer Admiral | — | — | — | $391K | 0.9% | |
| Principal Life Insurance Company Diversified International SA | — | — | — | $319K | 0.8% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $319K | 0.8% | |
| Principal Life Insurance Company Core Fixed Income SA | — | — | — | $298K | 0.7% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $298K | 0.7% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $292K | 0.7% | |
| Dimensional Fund Advisors Inflated Protected Securities I | — | — | — | $151K | 0.4% | |
| Dimensional Fund Advisors US Targeted Value I | — | — | — | $74K | 0.2% | |
| (E) | — | — | $62K | $74K | 0.2% | |
| Legg Mason BW Global Opportunity Bond IS | — | — | — | $62K | 0.2% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $54K | 0.1% | |
| (E) | — | — | $54K | $25K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $25K | <0.1% |
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