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Original filing (PDF)20250707050545NAL0007914722001
BELCHING BEAVER, INC.
Form 5500
FILING_RECEIVED
BELCHING BEAVER BREWERY 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
132
Accounts w/ balance
115
Plan assets (EOY)
$514K
Net assets (EOY)
$514K
How this plan invests
This plan
1 pooled trust
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREEDOM INDEX 2050 PREMIER" is 25% of plan.
Helping the score
- Below-peer total fees (50 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BELCHING BEAVER, INC..
Plan sponsor
Name
BELCHING BEAVER, INC.
EIN
45-4983943
Address
1334 ROCKY POINT DRIVE · OCEANSIDE, CA · 92078
Phone
(760) 732-1415
Industry
Manufacturingsee 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
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DAVID L. BUCK CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Investments
14 direct securities · 1 pooled fund· $493K(96% 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.
Registered Investment Companies
$490K
14 holdings
Common Collective Trust
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $124K | 24.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $89K | 17.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $70K | 13.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $69K | 13.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $38K | 7.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $20K | 3.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $20K | 3.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $15K | 3.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $12K | 2.4% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $11K | 2.2% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $8K | 1.6% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $7K | 1.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $4K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $3K | 0.6% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $2K | 0.4% |
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