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Original filing (PDF)20250710094132NAL0006441793002
BEDFORD INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
BEDFORD INDUSTRIES, INC. SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
364
Accounts w/ balance
444
Plan assets (EOY)
$71.3M
Net assets (EOY)
$71.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEDFORD INDUSTRIES, INC..
Plan sponsor
Name
BEDFORD INDUSTRIES, INC.
EIN
46-0379341
Address
1659 ROWE AVENUE · WORTHINGTON, MN · 56187
Phone
(507) 376-4136
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
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTELLICENTS INVESTMENT SOLUTIONS | 41-1812533 | — | NONE | $94K | — |
Investments
27 direct securities · 1 pooled fund· $70.2M(98% 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
$58.7M
27 holdings
Common Collective Trust
$11.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $11.4M | 16.0% | |
| JP Morgan Large Cap Growth R6 Mutual fund N/A | — | — | — | $7.3M | 10.3% | |
| Columbia Contrarian Cor Fd Cl Inst 3 Mutual fund N/A | — | — | — | $7.2M | 10.1% | |
| Fidelity 500 Index Mutual fund N/A | — | — | — | $6.3M | 8.9% | |
| Similar Party Par, or Maturity Value Cost Value American Funds EuroPacific A Mutual fund N/A | — | — | — | $5.8M | 8.1% | |
| Vanguard Small Cap Val Index Mutual fund N/A | — | — | — | $5.5M | 7.8% | |
| Columbia Dividend Income INST Mutual fund N/A | — | — | — | $3.9M | 5.4% | |
| Vanguard Index Mid Cap Mutual fund N/A | — | — | — | $3.5M | 4.9% | |
| Fidelity US Bond Index Mutual fund N/A | — | — | — | $3.4M | 4.7% | |
| Dodge & Cox Balanced Fund Mutual fund N/A | — | — | — | $2.7M | 3.8% | |
| T Rowe Price New Horizons Mutual fund N/A | — | — | — | $2.6M | 3.6% | |
| JP Morgan Small Cap Growth R6 Mutual fund N/A | — | — | — | $2.4M | 3.3% | |
| DFA Real Estate Securities Port INST Mutual fund N/A | — | — | — | $1.3M | 1.9% | |
| Oppenheimer Developing Markets Y Mutual fund N/A | — | — | — | $1.1M | 1.5% | |
| Vanguard Tar Retirement 2030 Mutual fund N/A | — | — | — | $975K | 1.4% | |
| DFA Inflation-Protected Securities Mutual fund N/A | — | — | — | $824K | 1.2% | |
| Vanguard Tar Retirement 2055 Mutual fund N/A | — | — | — | $808K | 1.1% | |
| Vanguard Tar Retirement 2065 Mutual fund N/A | — | — | — | $550K | 0.8% | |
| Vanguard Tar Retirement 2050 Mutual fund N/A | — | — | — | $534K | 0.7% | |
| PIMCO Commodity Real Return Strategy Mutual fund N/A | — | — | — | $469K | 0.7% | |
| Vanguard Tar Retirement 2060 Mutual fund N/A | — | — | — | $437K | 0.6% | |
| Vanguard Tar Retirement 2045 Mutual fund N/A | — | — | — | $389K | 0.5% | |
| Vanguard Tar Retirement 2035 Mutual fund N/A | — | — | — | $298K | 0.4% | |
| Notes receivable from participants Maturing 2025-2036, at interest rates of 5.25%-10.50% - | — | — | — | $161K | 0.2% | |
| Vanguard Tar Retirement 2040 Mutual fund N/A | — | — | — | $158K | 0.2% | |
| Vanguard Tar Retirement Income Mutual fund N/A | — | — | — | $45K | <0.1% | |
| Vanguard Tar Retirement 2025 Mutual fund N/A | — | — | — | $43K | <0.1% | |
| Schwab US Treasury Money Inv Mutual fund N/A | — | — | — | $40K | <0.1% |