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Original filing (PDF)20260205050513NAL0004881617001
BEDABOX, LLC
Form 5500
FILING_RECEIVED
BEDABOX 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.6 mo26% in single holding~208 bps in Sched C fees
Active participants
1,104
Accounts w/ balance
946
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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)
86
/ 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
90
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- Top holding "T ROWE PRICE OVERSEAS STOCK 950 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K" is 26% of plan.
- 208 bps in Schedule C fees — 301% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEDABOX, LLC.
Plan sponsor
Name
BEDABOX, LLC
EIN
47-1097591
Address
201 NW 22ND AVE UNIT 100 · FORT LAUDERDALE, FL · 33311
Phone
(904) 885-9840
Industry
Transportation & Warehousingsee 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
2026-02-05
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)
Audit & trust (Schedule H)
Auditor
MOORE COLSON
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 | $131K | — |
Investments
28 direct securities · 1 pooled fund· $6.1M(97% 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
$6.1M
28 holdings
Common Collective Trust
$30K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE OVERSEAS STOCK 950 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.6M | 25.3% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $591K | 9.4% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $543K | 8.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $531K | 8.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $477K | 7.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $344K | 5.5% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $311K | 4.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $256K | 4.1% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $235K | 3.7% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $228K | 3.6% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $198K | 3.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $143K | 2.3% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $134K | 2.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $123K | 2.0% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $116K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $63K | 1.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $55K | 0.9% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $53K | 0.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $30K | 0.5% | |
| GS INFLATION PROTECTED SEC R6 | Registered Investment Companies | — | — | $20K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $18K | 0.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $18K | 0.3% | |
| DFA COMMODITY STRAT PORT INST 632 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $14K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $5K | <0.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $4K | <0.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 364 REGISTERED INVESTMENT COMPANY BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $3K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $3K | <0.1% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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