· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BDK MANAGEMENT GROUP, INC. — TROPICAL SMOOTHIE CAFE JWLS 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929170826NAL0011568609001
BDK MANAGEMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
TROPICAL SMOOTHIE CAFE JWLS 401K PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$524K
Net assets (EOY)
$524K
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BDK MANAGEMENT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
BDK MANAGEMENT GROUP, INC.
EIN
47-4594019
Address
2804 S. COLLEGE RD. · WILMINGTON, NC · 28412
Phone
(516) 655-4010
Industry
Accommodation & Food Services
see 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
2025-09-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
ST THREE LLC
SWEET TOMATOES LLC 401(K) PLAN
$532K · 65 participants
LUTTICKENS, INC.
LUTTICKEN'S, INC. PROFIT SHARING PLAN
$509K · 18 participants
CONTINENTAL CATERING, INC.
CONTINENTAL CATERING, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN
$541K · 34 participants
CC HOLDINGS, INC.
CC HOLDINGS, INC. 401(K) PLAN
$545K · 41 participants
CLAYBRIGHT MANAGEMENT GROUP LLC
CLAYBRIGHT MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN
$564K · 19 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
K & SODA, INC.
K & SODA 401(K) PLAN
$575K
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
