Back to filter
Original filing (PDF)20251015190414NAL0005438337001
BARCO UNIFORMS, INC.
Form 5500
FILING_RECEIVED
BARCO UNIFORMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
189
Accounts w/ balance
176
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARCO UNIFORMS, INC..
Plan sponsor
Name
BARCO UNIFORMS, INC.
EIN
52-1952283
Address
350 W. ROSECRANS AVENUE · GARDENA, CA · 90248
Phone
(310) 323-7315
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE, CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $5K | — |
Investments
25 direct securities · 1 pooled fund· $9.9M(99% 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
$9.3M
25 holdings
Common Collective Trust
$661K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.2M | 12.4% | |
| American Funds 2030 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $1.2M | 11.6% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $1.1M | 10.7% | |
| American Funds 2040 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $717K | 7.1% | |
| INVESCO STABLE VALUE TRUST CLASS I INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $661K | 6.6% | |
| American Funds 2035 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $655K | 6.5% | |
| American Funds 2045 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $606K | 6.0% | |
| American Funds The Bond Fund of America Mutual Fund | — | — | — | $433K | 4.3% | |
| American Funds 2010 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $393K | 3.9% | |
| MFS International Diversification Fund Mutual Fund | — | — | — | $351K | 3.5% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $330K | 3.3% | |
| American Funds 2015 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $276K | 2.7% | |
| Putnam Large Cap Value Fund Mutual Fund | — | — | — | $254K | 2.5% | |
| ClearBridge International Growth Fund Mutual Fund | — | — | — | $244K | 2.4% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $220K | 2.2% | |
| American Funds 2050 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $209K | 2.1% | |
| American Funds 2060 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $200K | 2.0% | |
| American Funds New World Fund Mutual Fund | — | — | — | $185K | 1.8% | |
| American Funds 2020 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $178K | 1.8% | |
| Franklin Small Cap Value Fund Mutual Fund | — | — | — | $157K | 1.6% | |
| American Funds 2055 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $133K | 1.3% | |
| JPMorgan Mid Cap Growth Fund Mutual Fund | — | — | — | $117K | 1.2% | |
| Columbia Overseas Value Fund Mutual Fund | — | — | — | $59K | 0.6% | |
| Putnam Small Cap Growth Fund Mutual Fund | — | — | — | $43K | 0.4% | |
| Hartford Schroders US MidCap Opportunities Fund Mutual Fund | — | — | — | $13K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund Asset Allocation Mutual Fund | — | — | — | $2K | <0.1% |
Related plans
Other plans using CAPITAL GROUP RETIREMENT PLAN SVCS.
TRADER JOE'S COMPANY
TRADER JOE'S COMPANY RETIREMENT PLAN
$3.2B · 64,951 participants
BEACON SALES ACQUISITION, INC.
BEACON SALES ACQUISITION, INC. 401(K) PROFIT SHARING PLAN
$653.9M · 7,320 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
PINNACLE BANK
PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN
$564.6M · 3,612 participants
SMITHGROUP COMPANIES, INC.
THE SMITHGROUP RETIREMENT ACCUMULATION PLAN
$335.3M · 1,547 participants
SELECT REHABILITATION, LLC
SELECT REHABILITATION, LLC 401(K) PLAN AND TRUST
$279.0M · 15,130 participants
Similar-size Manufacturing plans
BETSY & ADAM, LTD.
BETSY & ADAM, LTD. DEFINED BENEFIT PLAN
$10.7M · 29 participants
MILCO INDUSTRIES, INC.
MILCO INDUSTRIES, INC. PROFIT SHARING/401(K) PLAN
$8.6M
S. ROTHSCHILD & CO., INC.
S. ROTHSCHILD & CO., INC. DEFINED BENEFIT PLAN
$8.6M · 35 participants
MGT INDUSTRIES, INC.
MGT 401(K) EMPLOYEE RETIREMENT PLAN
$8.2M · 81 participants
BETSY & ADAM, LTD.
BETSY & ADAM, LTD. 401(K) PLAN
$8.1M · 85 participants
KAREN KANE, INC.
KAREN KANE, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 111 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B