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Original filing (PDF)20250728065014NAL0001609745001
B3H CORPORATION
Form 5500
FILING_RECEIVED
B3H 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
160
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
18 pooled trusts
Schedule D
41 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
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B3H CORPORATION.
Plan sponsor
Name
B3H CORPORATION
EIN
59-3038876
Address
11 RACETRACK RD. NE UNIT H-3 · FORT WALTON BEACH, FL · 32547
Phone
(850) 651-3443
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-07-28
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
25 direct securities · 18 pooled funds· $10.7M(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.
Pooled Separate Account
$6.2M
18 holdings
Uncategorized
$4.1M
23 holdings
Mutual Funds
$283K
1 holding
Guaranteed Income / GIC
$167K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The American Funds Am Funds New Economy R6 Fund | — | — | — | $1.5M | 14.1% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $1.4M | 13.1% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $973K | 9.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $919K | 8.6% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $829K | 7.7% | |
| Calvert Funds Calvert US LC Cr Rsp Idx R6 Fd | — | — | — | $618K | 5.8% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $442K | 4.1% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $407K | 3.8% | |
| PGIM Investments PGIM Jennison Md Cp Gth R6 Fd | — | — | — | $389K | 3.6% | |
| The American Funds Am FdCap Wld Gth and In R6 Fnd | — | — | — | $291K | 2.7% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $283K | 2.6% | |
| The American Funds American Funds AmerMut R6 Fd | — | — | — | $264K | 2.5% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $245K | 2.3% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $217K | 2.0% | |
| PIMCO Funds PIMCO Total Return Instl Fund | — | — | — | $204K | 1.9% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $198K | 1.8% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 Fd | — | — | — | $183K | 1.7% | |
| American Century Investments American Centur Mid-Cap Val R6 | — | — | — | $168K | 1.6% | |
| * Principal Life Insurance Company Prin Fixed Inc Guar Option | Guaranteed Income / GIC | — | — | $167K | 1.6% | |
| Fidelity Investments Fidelity Adv Small Cap Z Fund | — | — | — | $148K | 1.4% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $148K | 1.4% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $142K | 1.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $109K | 1.0% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $86K | 0.8% | |
| PIMCO Funds PIMCO Income Institutional Fd | — | — | — | $72K | 0.7% | |
| BlackRock High Yld Bond K Fund | — | — | — | $64K | 0.6% | |
| Lord Abbett Lord Abbett Sht Drtn Inc R6 Fd 117 PGIM Investments PGIM Global RE R6 Fund | — | — | — | $47K | 0.4% | |
| The American Funds American Funds NewWorld R6 | — | — | — | $44K | 0.4% | |
| Legg Mason ClearBridge Sm Cp Gr IS Fund | — | — | — | $32K | 0.3% | |
| Fidelity Investments Fidelity Adv Govt Inc Z Fd | — | — | — | $31K | 0.3% | |
| maturing through September 2029 - | — | — | — | $25K | 0.2% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $24K | 0.2% | |
| BlackRock Infl Pro Bd K Fd | — | — | — | $11K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $10K | <0.1% | |
| (E) | — | — | $9K | $10K | <0.1% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | — | — | — | $9K | <0.1% | |
| Cohen & Steers Cohen & Steers Re Est Sec Z Fd | — | — | — | $4K | <0.1% | |
| PIMCO Funds PIMCO Commplus Strat Inst Fund | — | — | — | $3K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BlackRock Md-Cp Gr Eq K Fd | — | — | — | $3K | <0.1% | |
| The American Funds American Funds Smcap Wld R6 Fd | — | — | — | $1K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $722 | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $0 | <0.1% |
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