Original filing (PDF)20251007073140NAL0007667408001

BB&E, INC.

Name: BB&E, INC. — BB&E, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: BB&E, INC.

Form 5500

FILING_RECEIVED

BB&E, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

236

Accounts w/ balance

262

Plan assets (EOY)

$16.8M

Net assets (EOY)

-$62.0M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

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

—

Phone

(248) 489-9636

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

PLANTE & MORAN, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $16.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	BB&E, Inc.* Company common stock - BB&E, Inc.	—	—	$86.7M	$16.8M	100.0%

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