How big is Billups, LLC's plan?

Billups, LLC's plan reported $11.1M in assets and 132 participants for 2024.

Original filing (PDF)20250918020640NAL0001169936001

Billups, LLC

Name: Billups, LLC — Billups 401(k) Plan, Form 5500 (2024)
Creator: Billups, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Billups 401(k) Plan

401(k) retirement plan · Billups, LLC's Billups 401(k) Plan held $11.1M in plan assets for 132 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

132

Accounts w/ balance

186

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

Joseph BURT signed Billups, LLC's 2024 Form 5500 as plan administrator.

Joseph BURT — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Billups, LLC's EIN is 54-2128857.

EIN 54-2128857

Plan number 001

Plan year 2024

ACK ID 20250918020640NAL0001169936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Billups, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Billups, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BILLUPS, LLC.

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How this plan invests

This plan

46 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 126K (5% of contributions).

Plan sponsor

Name

BILLUPS, LLC

EIN

all filings

Address

224 W 35TH STREET, STE 500 PMB 196 · NEW YORK, NY · 10001

Phone

(503) 454-0714

Industry

Professional & Technical Services

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

2025-09-18

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

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)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL	59-2937883	ST. PETERSBURG, FL	FINANCIAL ADVISOR	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION PLAN SPECIALISTS, PC	26-1570786	—	TPA	$0	—

Investments

46 direct securities· $11.1M(100% of reported assets)

Mutual Funds

$6.2M

22 holdings

Other securities

$3.3M

14 holdings

Common Collective Trusts

$1.5M

7 holdings

Bonds / Notes

$60K

1 holding

Cash / Money Market

$2K

1 holding

Common Stocks

$1K

1 holding

					% of plan
Vangrd Trgt Retire 2035 Fd Mutual Fund	Other securities	—	—	$1.8M	16.1%
MyCompass American Funds 2050 Fund R Mutual Fund	Mutual Funds	—	—	$1.6M	14.2%
MyCompass American Funds 2055 Fund R Mutual Fund	Mutual Funds	—	—	$1.0M	9.2%
MyCompass American Funds 2040 Fund R Mutual Fund	Mutual Funds	—	—	$947K	8.5%
MyCompass American Funds 2045 Fund R Mutual Fund	Mutual Funds	—	—	$807K	7.3%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$693K	6.2%
MyCompass American Funds 2035 Fund R Mutual Fund	Mutual Funds	—	—	$620K	5.6%
MyCompass American Funds 2060 Fund R Mutual Fund	Mutual Funds	—	—	$535K	4.8%
Vangrd Trgt Retire 2050 Fd Mutual Fund	Other securities	—	—	$396K	3.6%
Vanguard Growth Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$351K	3.2%
Vangrd Trgt Retire 2055 Fd Mutual Fund	Other securities	—	—	$288K	2.6%
Fidelity Tot Intl Idx Fd Mutual Fund	Common Collective Trusts	—	—	$273K	2.5%
MyCompass American Funds 2030 Fund R Mutual Fund	Mutual Funds	—	—	$220K	2.0%
Vangrd Trgt Retire 2045 Fd Mutual Fund	Other securities	—	—	$196K	1.8%
MyCompass American Funds 2065 Fund R Mutual Fund	Mutual Funds	—	—	$154K	1.4%
Vangrd Trgt Retire 2070 Fd Mutual Fund	Other securities	—	—	$147K	1.3%
Vanguard Info Tech Index Fnd Adm Mutual Fund	Mutual Funds	—	—	$144K	1.3%
AB Large Cap Growth Fund Z Mutual Fund	Other securities	—	—	$102K	0.9%
Vanguard FTSE Social Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$101K	0.9%
Vangrd Trgt Retire 2040 Fd Mutual Fund	Other securities	—	—	$98K	0.9%
Hood River Small Cap Growth Retire Mutual Fund	Other securities	—	—	$90K	0.8%
Vanguard International Grwth Mutual Fund	Mutual Funds	—	—	$62K	0.6%
Notes receivable from participants Participant Loans bearing interest at 5.25%-10.5%	Bonds / Notes	—	—	$60K	0.5%
TRowePrc Health Sciences Fund I Mutual Fund	Other securities	—	—	$57K	0.5%
Vangrd Trgt Retire 2060 Fd Mutual Fund	Other securities	—	—	$53K	0.5%
Vanguard Value Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$50K	0.4%
Vanguard Mid-Cap Value Index Fnd Adm Mutual Fund	Mutual Funds	—	—	$47K	0.4%
Inv Gold & Spec Min Fd R6 Mutual Fund ** $127 Vanguard Energy Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$36K	0.3%
Vangrd Trgt Retire 2025 Fd Mutual Fund	Other securities	—	—	$30K	0.3%
Dodge & Cox Stock Fund X Mutual Fund	Mutual Funds	—	—	$23K	0.2%
Schwab Fdmtl Intl Eq Idx Fd Mutual Fund	Common Collective Trusts	—	—	$20K	0.2%
Vanguard High-YId Corporate Fnd Inv Mutual Fund	Mutual Funds	—	—	$18K	0.2%
Fidelity Adv Total Bond Fund Z Mutual Fund	Mutual Funds	—	—	$17K	0.2%
Vangrd Trgt Retire 2065 Fd Mutual Fund	Other securities	—	—	$16K	0.1%
MFS Mid Cap Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$11K	0.1%
Schwab U.S. Aggregate Bond Index Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
MyCompass American Funds 2025 Fund R Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
DFA Inflat-Prot Securities Port Inst Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
Fidelity Mid Cap Index Fd Mutual Fund	Mutual Funds	—	—	$8K	<0.1%
DFA Emerg Mkts Core Eqty Port Inst Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Sm Cp Ind Fund Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Cohen & Steers Instit Realty Shares Mutual Fund	Other securities	—	—	$3K	<0.1%
Voya Gov Money Mkt Fnd A (Hold Acct) Mutual Fund	Cash / Money Market	—	—	$2K	<0.1%
DFA U.S. Targeted Value Port Inst Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Voya Fixed Account (4450) Insurance General Account	Other securities	—	—	$1K	<0.1%
Vangrd Trgt Retire Inc Fd Mutual Fund	Common Stocks	—	—	$1K	<0.1%