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Original filing (PDF)20251007135047NAL0002517987002
BRUCE-TERMINIX COMPANY
Form 5500
FILING_RECEIVED
BRUCE-TERMINIX COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
278
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
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
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUCE-TERMINIX COMPANY.
Plan sponsor
Name
BRUCE-TERMINIX COMPANY
EIN
56-0750006
Address
1703 E. WENDOVER AVENUE · GREENSBORO, NC · 274055124
Phone
(336) 621-6212
Industry
Admin Support & Waste Mgmtsee 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
2025-10-07
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MVP PLAN ADMINISTRATORS, INC. | 56-2263714 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MICHAEL QUINLIVAN DBA PENSION PLANN | — | GREENSBORO, NC | INVESTMENT ADVISOR | $14K | — |
Investments
25 direct securities · 1 pooled fund· $7.2M(92% 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
$6.8M
24 holdings
Mutual Funds
$315K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Capital Appreciation | — | — | — | $1.0M | 13.4% | |
| Janus Henderson Janus Henderson Global Tech Innovation T | — | — | — | $624K | 8.0% | |
| American Funds American Funds 2055 Target Date Retire R6 | — | — | — | $594K | 7.6% | |
| American Funds American Funds 2060 Target Date Retire R6 | — | — | — | $575K | 7.4% | |
| American Funds American Funds 2045 Target Date Retire R6 | — | — | — | $476K | 6.1% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | — | — | — | $425K | 5.5% | |
| American Funds American Funds 2050 Target Date Retire R6 | — | — | — | $416K | 5.3% | |
| T. Rowe Price T. Rowe Price Health Sciences | — | — | — | $390K | 5.0% | |
| accounts Alger Focus Alger Focus Equity Z | Mutual Funds | — | — | $315K | 4.0% | |
| PIMCO Low Duration Income Instl | — | — | — | $279K | 3.6% | |
| Fidelity 500 Index | — | — | — | $270K | 3.5% | |
| American Funds American Funds 2040 Target Date Retire R6 | — | — | — | $256K | 3.3% | |
| American Funds American Funds 2035 Target Date Retire R6 | — | — | — | $248K | 3.2% | |
| American Funds American Funds 2025 Target Date Retire R6 | — | — | — | $247K | 3.2% | |
| PGIM Jennison International Opps R6 | — | — | — | $187K | 2.4% | |
| American Funds American Funds 2065 Target Date Retire R6 | — | — | — | $184K | 2.4% | |
| Putnam Small Cap Growth R6 | — | — | — | $171K | 2.2% | |
| Allsprings Core Plus Bond R6 | — | — | — | $164K | 2.1% | |
| American Funds American Funds 2030 Target Date Retire R6 | — | — | — | $161K | 2.1% | |
| American Funds American Funds 2020 Target Date Retire R6 | — | — | — | $43K | 0.6% | |
| MFS Mid Cap Value R6 | — | — | — | $37K | 0.5% | |
| PGIM US Real Estate R6 | — | — | — | $33K | 0.4% | |
| Interest-bearing cash * Charles Schwab Bank Savings | — | — | — | $14K | 0.2% | |
| Participant loans 4.25% - 9.50%, with various maturity dates through 2029 | — | — | — | $10K | 0.1% | |
| American Funds American Funds 2015 Target Date Retire R6 | — | — | — | $1K | <0.1% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |