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Original filing (PDF)20251014142334NAL0001496339001
BODMAN PLC
Form 5500
FILING_RECEIVED
BODMAN PLC RETIREMENT PLAN
401(k) retirement plan
Active participants
258
Accounts w/ balance
327
Plan assets (EOY)
$161.3M
Net assets (EOY)
$161.3M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BODMAN PLC.
Plan sponsor
Name
BODMAN PLC
EIN
38-1308687
Address
6TH FLOOR AT FORD FIELD · 1901 ST. ANTOINE STREET · DETROIT, MI · 48226
Phone
(313) 259-7777
Industry
Law Offices· Professional & Technical Servicessee 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
2025-10-14
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | CONSULTANT | $63K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW & CO. P.C | 38-2492570 | — | ACCOUNTANT | $23K | — |
Investments
40 direct securities · 1 pooled fund· $193.9M(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.
Uncategorized
$189.4M
40 holdings
Common Collective Trust
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $28.3M | 17.6% | |
| FIDELITY ADV GR OPPS FD I MUTUAL FUNDS | — | — | $19.7M | $24.1M | 14.9% | |
| Fidelity Investments Fidelity Advisor Growth Opportunities Fund | — | — | — | $24.1M | 14.9% | |
| MFS Value R6 | — | — | — | $11.7M | 7.3% | |
| Janus Henderson Janus Henderson Balanced N | — | — | — | $7.9M | 4.9% | |
| MFS INTRNTL INTRINSIC VL FD R6 MUTUAL FUNDS | — | — | $10.0M | $7.7M | 4.8% | |
| MFS International Value R6 | — | — | — | $7.7M | 4.8% | |
| American Funds American Funds New Perspective R6 | — | — | — | $7.0M | 4.3% | |
| Vanguard Mid Cap Index Adm | — | — | — | $6.7M | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement I 2050 Fd | — | — | — | $5.7M | 3.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2025 Fd | — | — | — | $5.2M | 3.2% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.8% | |
| Allspring Global Investments Allspring Special Mid Cap R6 | — | — | — | $4.4M | 2.7% | |
| BlackRock Blockrock High Yield Portfol I | — | — | — | $4.4M | 2.7% | |
| Natixis Funds Loomis Sayles Core Plus Bond Y | — | — | — | $4.2M | 2.6% | |
| Vanguard Small Cap Index Adm | — | — | — | $4.1M | 2.6% | |
| T. Rowe Price T. Rowe Price Retirement I 2035 Fd | — | — | — | $4.1M | 2.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2030 Fd | — | — | — | $4.0M | 2.5% | |
| VANGUARD TOTAL BD MRK IDX ADM MUTUAL FUNDS | — | — | $4.4M | $3.9M | 2.4% | |
| AMERICAN CENTURY SML CP GR R6 MUTUAL FUNDS | — | — | $3.2M | $2.7M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement I 2045 Fd | — | — | — | $2.4M | 1.5% | |
| Federated Hermes Federated Hermes Mdt Mid CP R6 | — | — | — | $2.0M | 1.3% | |
| PIMCO INcome FUnd Instl CL | — | — | — | $2.0M | 1.2% | |
| MFS New Discovery Value R6 | — | — | — | $1.9M | 1.2% | |
| Dimensional Fund Advisors DFA Emerging Mrkts Core Instl | — | — | — | $1.6M | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement I 2020 Fd | — | — | — | $1.6M | 1.0% | |
| Vanguard Developed Markets Adm | — | — | — | $1.4M | 0.9% | |
| Nuveen Real Estate Sec Selc R6 | — | — | — | $1.4M | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement I 2040 Fd | — | — | — | $1.1M | 0.7% | |
| Eaton Vance Eaton Vance Global Macro Abs | — | — | — | $910K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement I 2060 Fd | — | — | — | $824K | 0.5% | |
| T. Rowe Price T. Rowe Price Retirement I 2055 Fd | — | — | — | $760K | 0.5% | |
| Notes receivable from participants Interest rates from 3.25% to 8.50% with various maturity dates | — | — | — | $714K | 0.4% | |
| LOAN FUND LOANS | — | — | $712K | $712K | 0.4% | |
| PIMCO Real Return A | — | — | — | $663K | 0.4% | |
| Blackrock BLF Money Market | — | — | $540K | $540K | 0.3% | |
| Vanguard Cash Rsrvs Fed MM Adm | — | — | — | $500K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement I 2015 Fd | — | — | — | $179K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balance I Fd | — | — | $51K | $46K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement I 2010 Fd | — | — | — | $4K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $2K | $2K | <0.1% |