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Original filing (PDF)20250811075520NAL0003837715001
BRIDGESTONE HOSEPOWER, L.L.C.
Form 5500
FILING_RECEIVED
BRIDGESTONE HOSEPOWER, L.L.C. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
671
Accounts w/ balance
779
Plan assets (EOY)
$28.6M
Net assets (EOY)
$28.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 67 bps in Schedule C fees — 132% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGESTONE HOSEPOWER, L.L.C..
Plan sponsor
Name
BRIDGESTONE HOSEPOWER, L.L.C.
EIN
59-3037407
Address
50 INDUSTRIAL LOOP N · ORANGE PARK, FL · 32073
Phone
(904) 264-1267
Industry
Wholesale Tradesee 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $99K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISOR | $65K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | CHICAGO, IL | CONTRACT ADMIN | $28K | — |
Investments
21 direct securities · 2 pooled funds· $28.6M(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
$26.8M
21 holdings
Pooled Separate Account
$1.7M
1 holding
Common Collective Trust
$99K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMORGAN SMARTRETIREMENT 2035 R3 | — | — | — | $4.8M | 16.9% | |
| JPMORGAN SMARTRETIREMENT 2040 R3 | — | — | — | $4.2M | 14.7% | |
| JPMORGAN SMARTRETIREMENT 2030 R3 | — | — | — | $3.8M | 13.3% | |
| JPMORGAN SMARTRETIREMENT 2060 R3 | — | — | — | $2.2M | 7.6% | |
| JPMORGAN SMARTRETIREMENT 2050 R3 | — | — | — | $2.0M | 6.9% | |
| JPMORGAN SMARTRETIREMENT 2045 R3 | — | — | — | $2.0M | 6.9% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.7M | 5.9% | |
| JPMORGAN SMARTRETIREMENT 2025 R3 | — | — | — | $1.7M | 5.8% | |
| JP MORGAN SMART RETIRMENT 2055 R3 | — | — | — | $1.6M | 5.6% | |
| VANGUARD TOTAL STOCK MKT IDX ADM | — | — | — | $920K | 3.2% | |
| JPMORGAN SMARTRETIREMENT 2020 R3 | — | — | — | $670K | 2.3% | |
| (v) Notes receivable from participants (5.12%-10.50%) | — | — | — | $666K | 2.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE R4 | — | — | — | $547K | 1.9% | |
| EI FIXED ACCOUNT - SERIES CLASS V | — | — | — | $453K | 1.6% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R4 | — | — | — | $408K | 1.4% | |
| VICTORY SYCAMORE ESTABLISHED VALUE A | — | — | — | $299K | 1.0% | |
| EATON VANCE ATLANTA CAPITAL SMID-CAP A | — | — | — | $245K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $107K | 0.4% | |
| BLACKROCK US DEBT INDEX GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $99K | 0.3% | |
| PIMCO INCOME ADM | — | — | — | $83K | 0.3% | |
| INVESCO BALANCED-RISK ALLC A | — | — | — | $62K | 0.2% | |
| FIRST EAGLE OVERSEAS R6 | — | — | — | $58K | 0.2% | |
| JPMORGAN SMARTRETIREMENT INCOME R3 | — | — | — | $40K | 0.1% |