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Original filing (PDF)20250826144221NAL0004524275001
BSB DESIGN, INC.
Form 5500
FILING_RECEIVED
BSB DESIGN, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
251
Plan assets (EOY)
$21.4M
Net assets (EOY)
$21.4M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 69% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BSB DESIGN, INC..
Plan sponsor
Name
BSB DESIGN, INC.
EIN
42-1328469
Address
4601 WESTOWN PARKWAY SUITE 208 · WEST DES MOINES, IA · 50266
Phone
(515) 273-3082
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
2025-08-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MARSHALL VANDER LINDEN CPA PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FIN NETWORK | — | ST LOUIS, MO | INVESTMENT ADVISOR | $52K | — |
Investments
29 direct securities · 1 pooled fund· $42.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$21.4M
29 holdings
Pooled Separate Account
$20.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $20.7M | 96.9% | |
| Vanguard 500 Index Admiral | — | — | — | $3.4M | 15.8% | |
| American Funds Target Date Retirement 2035 R6 | — | — | — | $2.5M | 11.6% | |
| American Funds Target Date Retirement 2040 R6 | — | — | — | $2.2M | 10.5% | |
| American Funds Target Date Retirement 2045 R6 | — | — | — | $1.7M | 7.7% | |
| American Funds Target Date Retirement 2030 R6 | — | — | — | $1.6M | 7.3% | |
| MassMutual Select Blue Chip Growth I | — | — | — | $1.3M | 6.1% | |
| American Funds Target Date Retirement 2025 R6 | — | — | — | $901K | 4.2% | |
| American Funds Target Date Retirement 2050 R6 | — | — | — | $793K | 3.7% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $694K | 3.2% | |
| Vanguard Value Index Admiral | — | — | — | $627K | 2.9% | |
| PIMCO Income Institutional | — | — | — | $615K | 2.9% | |
| American Funds Target Date Retirement 2055 R6 | — | — | — | $569K | 2.7% | |
| MassMutual Select Total Return Bond I | — | — | — | $528K | 2.5% | |
| Vanguard Small Cap Index Admiral | — | — | — | $527K | 2.5% | |
| MassMutual Guaranteed Interest Account | — | — | — | $446K | 2.1% | |
| MassMutual Select Mid Cap Growth I | — | — | — | $433K | 2.0% | |
| Columbia Overseas Value Institutional 3 Class | — | — | — | $412K | 1.9% | |
| Victory Sycamore Established Value R6 | — | — | — | $328K | 1.5% | |
| Fidelity Total International Index | — | — | — | $308K | 1.4% | |
| American Funds Europacific Growth r6 | — | — | — | $306K | 1.4% | |
| Notes receivable from participants, interest at 4.25% - 9.50% | — | — | — | $216K | 1.0% | |
| American Funds Target Date Retirement 2060 R6 | — | — | — | $214K | 1.0% | |
| MFS Total Return R6 | — | — | — | $189K | 0.9% | |
| American Funds Target Date Retirement 2020 R6 | — | — | — | $163K | 0.8% | |
| Invesco Small Cap Growth R6 | — | — | — | $162K | 0.8% | |
| JP Morgan Small Cap Value R6 | — | — | — | $138K | 0.6% | |
| American Funds Target Date Retirement 2010 R6 | — | — | — | $95K | 0.4% | |
| Hartford Balanced Income R6 | — | — | — | $90K | 0.4% | |
| DWS RREEF Real Estate Securities R6 | — | — | — | $5K | <0.1% |
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