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Original filing (PDF)20250711143122NAL0004286051001
BB&E, INC.
Form 5500
FILING_RECEIVED
BB&E 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
442
Accounts w/ balance
331
Plan assets (EOY)
$18.2M
Net assets (EOY)
$18.2M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BB&E, INC..
Plan sponsor
Name
BB&E, INC.
EIN
38-3655296
Address
235 EAST MAIN STREET STE 107 · NORTHVILLE, MI · 48167
Phone
(248) 489-9636
Industry
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
2025-07-11
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE AND MORAN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVUS FINANCIAL PARTNERS | 85-4001199 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
32 direct securities· $18.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 K6 | — | — | — | $3.7M | 20.3% | |
| Fidelity Freedom 2030 K6 | — | — | — | $3.0M | 16.5% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $2.1M | 11.5% | |
| Fidelity Freedom 2035 K6 | — | — | — | $1.7M | 9.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.5M | 8.2% | |
| Fidelity Freedom 2025 K6 | — | — | — | $798K | 4.4% | |
| Fidelity Freedom 2045 K6 | — | — | — | $690K | 3.8% | |
| Fidelity Freedom 2055 K6 | — | — | — | $684K | 3.7% | |
| Fidelity Freedom 2050 K6 | — | — | — | $527K | 2.9% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $336K | 1.8% | |
| Fidelity Mid Cap Index Fund | — | — | — | $332K | 1.8% | |
| Dodge & Cox Income Fund Class X | — | — | — | $309K | 1.7% | |
| Dodge & Cox Stock Fund Class X | — | — | — | $303K | 1.7% | |
| Fidelity Freedom 2060 K6 | — | — | — | $259K | 1.4% | |
| Fidelity Freedom 2020 K6 | — | — | — | $241K | 1.3% | |
| Fidelity Global EX US Index Fund | — | — | — | $206K | 1.1% | |
| Fidelity Freedom 2015 K6 | — | — | — | $188K | 1.0% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund Class K6 | — | — | — | $184K | 1.0% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $183K | 1.0% | |
| Fidelity US Bond Index Fund | — | — | — | $162K | 0.9% | |
| American Funds New World Fund Class R-6 | — | — | — | $149K | 0.8% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $123K | 0.7% | |
| Participants Participant notes receivable bearing interest ranging from 4.25 to 9.50 percent - | — | — | — | $111K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $111K | 0.6% | |
| Janus Henderson Triton Fund Class N | — | — | — | $102K | 0.6% | |
| Dodge & Cox International Stock Fund X | — | — | — | $86K | 0.5% | |
| Royce Small-Cap Total Return Fund | — | — | — | $48K | 0.3% | |
| Fidelity Freedom 2065 K6 | — | — | — | $47K | 0.3% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $32K | 0.2% | |
| Cohen & Steers Real Estate Opportunities & Income | — | — | — | $22K | 0.1% | |
| Fidelity Freedom Income Fund Class K6 | — | — | — | $14K | <0.1% | |
| Fidelity Management Trust Company PIMCO Income Fund Institutional | — | — | — | $5K | <0.1% |
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