Back to filter
Original filing (PDF)20250812104715NAL0008076065001
BONSET AMERICA CORPORATION
Form 5500
FILING_RECEIVED
EMPLOYEES SAVINGS PLAN OF BONSET AMERICA CORPORATION
401(k) retirement plan
Active participants
115
Accounts w/ balance
143
Plan assets (EOY)
$21.9M
Net assets (EOY)
$21.9M
How this plan invests
This plan
13 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)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONSET AMERICA CORPORATION.
Plan sponsor
Name
BONSET AMERICA CORPORATION
EIN
56-1645992
Address
6107 CORPORATE PARK DR. · BROWN SUMMIT, NC · 272149700
Phone
(336) 369-7019
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
2025-08-12
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PB MARES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONSET AMERICA CORPORATION | — | BROWNS SUMMIT, NC | AUDITOR | $43K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
15 direct securities · 13 pooled funds· $22.0M(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
$12.6M
15 holdings
Common Collective Trust
$9.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance Company of America Sagic Diversified Bond I | — | — | — | $4.3M | 19.6% | |
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.8M | 12.6% | |
| Fidelity Contrafund | — | — | — | $2.3M | 10.3% | |
| Fidelity 500 Index | — | — | — | $1.8M | 8.2% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.5M | 6.9% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 5.2% | |
| JP Morgan Jpmorgan U.S. Small Company R6 | — | — | — | $1.1M | 5.0% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 4.9% | |
| Vanguard Equity-Income Adm | — | — | — | $757K | 3.5% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $715K | 3.3% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $677K | 3.1% | |
| Madison Mid Cap Y | — | — | — | $544K | 2.5% | |
| Fidelity Advisor Total Bond I | — | — | — | $423K | 1.9% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $356K | 1.6% | |
| 4.25% – 9.75%, maturing through 2029 | — | — | — | $332K | 1.5% | |
| MID CAP VALUE FUND II CL R1 GREAT GRAY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $299K | 1.4% | |
| Fidelity Us Bond Index | — | — | — | $260K | 1.2% | |
| EMERGING MARKETS FUND II CL R1 GREAT GRAY · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $260K | 1.2% | |
| Principal Global Investors Principal Diversified Real Asset Inst | — | — | — | $249K | 1.1% | |
| Fidelity Extended Market Index | — | — | — | $243K | 1.1% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $242K | 1.1% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $236K | 1.1% | |
| Fidelity Total International Index | — | — | — | $189K | 0.9% | |
| MassMutual Mid Cap Growth R5 | — | — | — | $121K | 0.6% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $46K | 0.2% | |
| PRINCIPAL LIFETIME HYBRID INCOME CI PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $42K | 0.2% | |
| Designates party-in-interest. ** All investments are participant directed; therefore, cost information has not been presented. *** Net of $31,310 in deemed loan distributions. | — | — | — | $31K | 0.1% | |
| MassMutual US Government Money Market Fund | — | — | — | $7K | <0.1% |