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Original filing (PDF)20251010074909NAL0012100080001
BH MANAGEMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
BH MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,635
Accounts w/ balance
2,863
Plan assets (EOY)
$58.7M
Net assets (EOY)
$58.7M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 117% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BH MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
BH MANAGEMENT SERVICES, LLC
EIN
45-5431553
Address
400 LOCUST STREET · SUITE 790 · DES MOINES, IA · 50309
Phone
(515) 558-0593
Industry
Real Estatesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $204K | — |
Investments
31 direct securities · 1 pooled fund· $58.8M(100% 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.
Uncategorized
$58.1M
31 holdings
Common Collective Trust
$708K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $7.5M | 12.8% | |
| American Funds Target Date Retirement 2050 R6 Fund | — | — | — | $7.5M | 12.7% | |
| American Funds Target Date Retirement 2055 R6 Fund | — | — | — | $5.6M | 9.5% | |
| American Funds Target Date Retirement 2040 R6 Fund | — | — | — | $5.2M | 8.8% | |
| American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $5.0M | 8.5% | |
| Fidelity Management & Research 500 Index Fund | — | — | — | $4.9M | 8.3% | |
| American Funds Target Date Retirement 2035 R6 Fund | — | — | — | $4.6M | 7.9% | |
| American Funds Target Date Retirement 2060 R6 Fund | — | — | — | $3.2M | 5.4% | |
| MFS Growth R6 Fund | — | — | — | $2.3M | 4.0% | |
| American Funds Target Date Retirement 2025 R6 Fund | — | — | — | $1.9M | 3.3% | |
| American Funds Target Date Retirement 2065 R6 Fund | — | — | — | $1.6M | 2.7% | |
| Participants Interest rates from 4.25% of 9.50%, maturing through 2051 | — | — | — | $1.4M | 2.4% | |
| American Funds Target Date Retirement 2020 R6 Fund | — | — | — | $1.1M | 1.8% | |
| PIMCO Income Institutional Fund | — | — | — | $932K | 1.6% | |
| ClearBridge Investments International Growth I Fund | — | — | — | $832K | 1.4% | |
| Fidelity Management & Research Small Cap Index Fund | — | — | — | $739K | 1.3% | |
| VANTAGEPOINT PLUS FUND R10 VANTAGE TRUST COMPANY, LLC · EIN 52-7193751 / PN 001 | Common Collective Trust | — | — | $708K | 1.2% | |
| MFS Value R6 Fund | — | — | — | $592K | 1.0% | |
| Federated Investment Mgmt Mid Cap Growth R6 Fund | — | — | — | $588K | 1.0% | |
| Fidelity Management & Research Mid Cap Index Fund | — | — | — | $585K | 1.0% | |
| Allspring Global Investments Core Plus Bond R6 Fund | — | — | — | $422K | 0.7% | |
| Cohen & Steers Capital Mgmt Real Estate Securities Fund | — | — | — | $373K | 0.6% | |
| Nuveen Asset Management Mid Cap Value Fund | — | — | — | $305K | 0.5% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | — | — | — | $292K | 0.5% | |
| American Funds Target Date Retirement 2015 R6 Fund | — | — | — | $188K | 0.3% | |
| American Funds Target Date Retirement 2010 R6 Fund | — | — | — | $157K | 0.3% | |
| First Eagle Mutual Funds Global R6 Fund | — | — | — | $123K | 0.2% | |
| American Funds NewWorld R6 | — | — | — | $91K | 0.2% | |
| American Funds Small Cap Growth Fund R Class | — | — | — | $73K | 0.1% | |
| (E) | — | — | $7K | $29K | <0.1% | |
| Vanguard Group Fed Money Market Inv. Fund | — | — | — | $29K | <0.1% | |
| American Funds Target Date Retirement 2070 R6 Fund | — | — | — | $7K | <0.1% |
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