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Original filing (PDF)20250529183630NAL0007584017001
BSC ACQUISITION SUB, LLC
Form 5500
FILING_RECEIVED
BSC ACQUISITION SUB, LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
289
Accounts w/ balance
280
Plan assets (EOY)
$28.8M
Net assets (EOY)
$28.8M
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)
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
- 80 bps in Schedule C fees — 175% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BSC ACQUISITION SUB, LLC.
Plan sponsor
Name
BSC ACQUISITION SUB, LLC
EIN
52-2287255
Address
7702 PLANTATION ROAD · ROANOKE, VA · 24019
Phone
(540) 265-6269
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
2025-05-29
Pension benefit codes
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
BROWN, EDWARDS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $96K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-1531281 | — | INVESTMENT ADVISORY | $134K | — |
Investments
24 direct securities · 1 pooled fund· $28.8M(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
$27.4M
24 holdings
Common Collective Trust
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America Fund R6 | — | — | — | $4.3M | 15.0% | |
| American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $3.0M | 10.4% | |
| American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $2.8M | 9.8% | |
| American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $2.7M | 9.5% | |
| American Funds Fundamental Investors Fund R6 | — | — | — | $2.6M | 9.0% | |
| American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $1.9M | 6.8% | |
| American Funds Capital World Growth & Income Fund R6 | — | — | — | $1.8M | 6.1% | |
| American Funds 2020 Target Date Retirement Fund R6 | — | — | — | $1.5M | 5.2% | |
| American Funds New Perspective Fund R6 | — | — | — | $1.4M | 4.9% | |
| RELIANCE TRUST/NEW YORK LIFE ANCHOR NEW YORK LIFE · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.6% | |
| American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $1.2M | 4.2% | |
| American Funds Small Cap World Fund R6 | — | — | — | $1.2M | 4.0% | |
| American Funds Capital Income Builder Fund R6 | — | — | — | $677K | 2.4% | |
| Participants Notes Receivable with interest rates of 5.25% to 10.50% | — | — | — | $546K | 1.9% | |
| American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $476K | 1.7% | |
| American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $422K | 1.5% | |
| American Funds Bond Fund of America Fund R6 | — | — | — | $385K | 1.3% | |
| American Funds Income Fund of America Fund R6 | — | — | — | $311K | 1.1% | |
| American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $61K | 0.2% | |
| American Funds Washington Mutual Fund R6 | — | — | — | $51K | 0.2% | |
| TransAmerica Expense Budget Account | — | — | — | $36K | 0.1% | |
| American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $29K | 0.1% | |
| American Funds 2015 Target Date Retirement Fund R6 | — | — | — | $5K | <0.1% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $4K | <0.1% | |
| American Funds American Funds 2010 Trgt Dt Ret R6 | — | — | — | $1K | <0.1% |
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