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Original filing (PDF)20251015080849NAL0004311425001
BORDER CONCEPTS, INC.
Form 5500
FILING_RECEIVED
BORDER CONCEPTS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
0
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: PIMCO REALPATH BLEND INCOME FD (no filing on disk)]" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
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 BORDER CONCEPTS, INC..
Plan sponsor
Name
BORDER CONCEPTS, INC.
EIN
56-1717393
Address
7621 LITTLE AVE. · SUITE 426 · CHARLOTTE, NC · 28226
Phone
(800) 845-3343
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
2025-10-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCCANNON, ROGERS, DRISCOLL & ASSOC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMAPNY, LLC | 38-3712991 | — | NONE | $8K | — |
Investments
11 pooled funds· $2.2M(90% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PIMCO REALPATH BLEND INCOME FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $673K | 27.5% | |
| PIMCO REALPATH BLEND 2030 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $407K | 16.6% | |
| PIMCO REALPATH BLEND 2025 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $317K | 13.0% | |
| PIMCO REALPATH BLEND 2035 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $149K | 6.1% | |
| PIMCO REALPATH BLEND COMPL FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $145K | 5.9% | |
| PIMCO REALPATH BLEND 2055 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $133K | 5.4% | |
| PIMCO REALPATH BLEND 2065 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $122K | 5.0% | |
| PIMCO REALPATH BLEND 2045 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $86K | 3.5% | |
| PIMCO REALPATH BLEND 2060 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $77K | 3.1% | |
| PIMCO REALPATH BLEND 2040 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $52K | 2.1% | |
| PIMCO REALPATH BLEND 2050 FD SEI TRUST COMPANY · EIN 27-0834899 / PN 000 | Common Collective Trust | — | — | $49K | 2.0% |
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