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Original filing (PDF)20251013050414NAL0000701457001
B & M PRECISION, INC.
Form 5500
FILING_RECEIVED
B & M PRECISION, INC.
401(k) retirement plan
Active participants
275
Accounts w/ balance
328
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
26 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
- 37 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 B & M PRECISION, INC..
Plan sponsor
Name
B & M PRECISION, INC.
EIN
59-2025611
Address
1225 4TH STREET, SW · RUSKIN, FL · 33570
Phone
(813) 645-1188
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
2025-10-13
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
RIVERO GORDIMER & CO. P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $50K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $27K | — |
| CAMBRIDGE INVESTMENT GROUP | 39-1897480 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
14 direct securities · 13 pooled funds· $22.5M(97% 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.
Registered Investment Companies
$13.5M
13 holdings
Common Collective Trust
$6.1M
13 holdings
OTHER
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 16.2% | |
| INVESTMENTS STANDARD STABLE ASSET II | OTHER | — | — | $2.9M | 12.4% | |
| GGT TRP RETIRE DATE 2030 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $1.9M | 8.3% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $1.8M | 8.0% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.6M | 6.8% | |
| GGT TRP RETIRE DATE 2035 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $976K | 4.2% | |
| JPMORGAN MID CAP GROWTH R5 | Registered Investment Companies | — | — | $923K | 4.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $886K | 3.8% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $865K | 3.7% | |
| GGT TRP RETIRE DATE 2040 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $782K | 3.4% | |
| GGT TRP RETIRE DATE 2050 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $716K | 3.1% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $709K | 3.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $652K | 2.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $648K | 2.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $581K | 2.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $517K | 2.2% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $508K | 2.2% | |
| GGT TRP RETIRE DATE 2060 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $408K | 1.8% | |
| GGT TRP RETIRE DATE 2020 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $406K | 1.8% | |
| GGT TRP RETIRE DATE 2045 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $341K | 1.5% | |
| GGT TRP RETIRE DATE 2025 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $260K | 1.1% | |
| GGT TRP RETIRE DATE 2055 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $227K | 1.0% | |
| GGT TRP RETIRE DATE 2065 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $57K | 0.2% | |
| GGT TRP RETIRE DATE 2010 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $35K | 0.2% | |
| GGT TRP RETIRE DATE 2015 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $9K | <0.1% | |
| GGT TRP RETIRE DATE 2005 TR R1 WILMINGTON TRUST COMPANY · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $890 | <0.1% |