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Original filing (PDF)20250905125126NAL0017146833001
B+T GROUP HOLDINGS, INC
Form 5500
FILING_RECEIVED
B+T GROUP HOLDINGS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
68
Accounts w/ balance
92
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — 138% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B+T GROUP HOLDINGS, INC.
Plan sponsor
Name
B+T GROUP HOLDINGS, INC
EIN
47-2588961
Address
1717 SOUTH BOULDER · SUITE 300 · TULSA, OK · 741194843
Phone
(918) 587-4630
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-09-05
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)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
ARMANINOLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $59K | — |
| ARMANINO LLP | — | SAN RAMON, CA | NONE | $10K | — |
Investments
22 direct securities · 1 pooled fund· $20.0M(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
$10.1M
22 holdings
Pooled Separate Account
$9.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $9.9M | 98.2% | |
| Standard Retirement Services, Inc. JP Morgan Large Cap Growth PSA | — | — | — | $2.3M | 23.0% | |
| Standard Retirement Services, Inc. Dodge & Cox Stock Fund PSA | — | — | — | $2.0M | 19.8% | |
| Standard Retirement Services, Inc. DFA International Value Port PSA | — | — | — | $1.0M | 10.2% | |
| Standard Retirement Services, Inc. Clearbridge International Growth A PSA | — | — | — | $934K | 9.3% | |
| Standard Retirement Services, Inc. Vanguard Interm Bond Index Adm PSA | — | — | — | $790K | 7.8% | |
| Standard Retirement Services, Inc. Vanguard Extended Market Index Admiral PSA | — | — | — | $733K | 7.3% | |
| Standard Retirement Services, Inc. TIAA-CREF Intl Equity Index Instl PSA ** 240 * Standard Retirement Services, Inc. Vanguard Small-Cap Index Admiral PSA | — | — | — | $716K | 7.1% | |
| Standard Retirement Services, Inc. Fidelity Adv Total Bond I | — | — | — | $712K | 7.1% | |
| Notes Receivable from Participants through November 2028 - | — | — | — | $179K | 1.8% | |
| Standard Retirement Services, Inc. Securian AM S&P 500 Index PSA | — | — | — | $127K | 1.3% | |
| Standard Retirement Services, Inc. Vanguard Lifestrategy Growth PSA | — | — | — | $108K | 1.1% | |
| Standard Retirement Services, Inc. Thrivent Mid Cap Stock S PSA | — | — | — | $98K | 1.0% | |
| Standard Retirement Services, Inc. Vanguard Lifestrategy Moderate Growth PSA | — | — | — | $95K | 0.9% | |
| Standard Retirement Services, Inc. DFA U.S. Small Cap Portfolio PSA | — | — | — | $80K | 0.8% | |
| Standard Retirement Services, Inc. Fidelity Real Estate Index PSA | — | — | — | $54K | 0.5% | |
| Standard Retirement Services, Inc. Vanguard Equity-Income Adm PSA | — | — | — | $26K | 0.3% | |
| Standard Retirement Services, Inc. JP Morgan Global Allocation R6 PSA | — | — | — | $21K | 0.2% | |
| Standard Retirement Services, Inc. American Funds Intl Gr And Inc R6 PSA | — | — | — | $20K | 0.2% | |
| Standard Retirement Services, Inc. Vanguard Small Cap Value Index Admiral PSA | — | — | — | $19K | 0.2% | |
| Standard Retirement Services, Inc. Columbia Global Tech Growth Fund | — | — | — | $8K | <0.1% | |
| Standard Retirement Services, Inc. T.Rowe Price Health Sciences | — | — | — | $6K | <0.1% | |
| Standard Retirement Services, Inc. DFA Infl-Protected Sec Port, I PSA | — | — | — | $4K | <0.1% |