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Original filing (PDF)20251015125025NAL0006142464001
BID GROUP HOLDINGS (US) INC.
Form 5500
FILING_RECEIVED
BID GROUP HOLDINGS (US) INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
883
Accounts w/ balance
573
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.5M
How this plan invests
This plan
8 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BID GROUP HOLDINGS (US) INC..
Plan sponsor
Name
BID GROUP HOLDINGS (US) INC.
EIN
47-4848512
Address
5154 HIGHWAY 78 · SAINT GEORGE, SC · 29477
Phone
(843) 563-7070
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEBSTERROGERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $59K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
19 direct securities · 8 pooled funds· $26.8M(94% 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
$20.2M
19 holdings
Common Collective Trust
$6.6M
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $4.5M | 15.8% | |
| FID FRDM BLD 2035 K6 Registered Investment Company | — | — | — | $3.4M | 11.9% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $2.5M | 8.9% | |
| FID FRDM BLD 2040 K6 Registered Investment Company | — | — | — | $2.5M | 8.7% | |
| FID FRDM BLD 2030 K6 Registered Investment Company | — | — | — | $2.2M | 7.7% | |
| FID FRDM BLD 2025 K6 Registered Investment Company | — | — | — | $1.8M | 6.4% | |
| FID FRDM BLD 2055 K6 Registered Investment Company | — | — | — | $1.7M | 5.9% | |
| FID FRDM BLD 2045 K6 Registered Investment Company | — | — | — | $1.5M | 5.4% | |
| FID FRDM BLD 2060 K6 Registered Investment Company | — | — | — | $1.4M | 4.9% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $936K | 3.3% | |
| Participant loans Interest rate (4.25% - 9.50%) | — | — | — | $704K | 2.5% | |
| FID INTL INDEX Registered Investment Company | — | — | — | $628K | 2.2% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $602K | 2.1% | |
| FID FRDM BLD 2020 K6 Registered Investment Company | — | — | — | $458K | 1.6% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $422K | 1.5% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $353K | 1.2% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $277K | 1.0% | |
| SMALL CAP VAL III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $245K | 0.9% | |
| FID FRDM BLD 2065 K6 Registered Investment Company | — | — | — | $190K | 0.7% | |
| LA CORE BOND CIT GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $111K | 0.4% | |
| FID FRDM BLD 2070 K6 Registered Investment Company ** 157 * FID FRDM BLD INC K6 Registered Investment Company | — | — | — | $95K | 0.3% | |
| MFS MID CAP VALUE R6 Registered Investment Company | — | — | — | $65K | 0.2% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $63K | 0.2% | |
| VANG TOT BD MKT ADM Registered Investment Company | — | — | — | $55K | 0.2% | |
| FID GOVT MMKT K6 Money Market Funds | — | — | — | $46K | 0.2% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $37K | 0.1% | |
| FID FRDM BLD 2015 K6 Registered Investment Company | — | — | — | $5K | <0.1% |