John LOWE signed Bbenefits, LLC's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bbenefits, LLC's EIN is 45-4902997.
Download the official 2025 Form 5500 (PDF) for Bbenefits, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Bbenefits, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | HOUSTON, TX | ADVISOR | $14K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index Fund K Mutual Fund | Common Collective Trusts | — | — | $1.3M | 20.2% | |
| Metropolitan West Total Return Bond Plan Mutual Fund | Other securities | — | — | $884K | 13.6% | |
| Mfs International Intrinsic Value R6 Mutual Fund | Mutual Funds | — | — | $843K | 12.9% | |
| American Funds Washington Mutual R-6 Mutual Fund | Mutual Funds | — | — | $783K | 12.0% | |
| GSTCO STABLE VALUE CIT INSTL CLASS1 GOLDMAN SACHS TRUST COMPANY, N.A. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $608K | 9.3% | |
| Calvert Equity Fund Class I Mutual Fund | Other securities | — | — | $530K | 8.1% | |
| Ishares Russell 2000 Small-Cap Index K Mutual Fund | Common Collective Trusts | — | — | $297K | 4.6% | |
| Mfs Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $266K | 4.1% | |
| Mfs Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $251K | 3.8% | |
| Blackrock Emerging Markets Institutional Mutual Fund | Other securities | — | — | $178K | 2.7% | |
| Ishares Russell Mid-Cap Index Fund K Mutual Fund | Common Collective Trusts | — | — | $148K | 2.3% | |
| Pimco Real Return Instl Mutual Fund | Mutual Funds | — | — | $101K | 1.6% | |
| Eaton Vance High Inc Opportunities I Mutual Fund | Common Stocks | — | — | $100K | 1.5% | |
| Franklin Small Cap Value R6 Mutual Fund | Mutual Funds | — | — | $91K | 1.4% | |
| Principal Real Estate Securities Instl Mutual Fund | Other securities | — | — | $61K | 0.9% | |
| Virtus Kar Small Cap Growth I Mutual Fund | Other securities | — | — | $32K | 0.5% | |
| Notes receivable from participants Participant Loans*** - | Participant loans | — | — | $24K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
