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Original filing (PDF)20251013081738NAL0002152450001
BLEVINS, INC.
Form 5500
FILING_RECEIVED
BLEVINS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
509
Accounts w/ balance
507
Plan assets (EOY)
$46.4M
Net assets (EOY)
$46.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLEVINS, INC..
Plan sponsor
Name
BLEVINS, INC.
EIN
62-0852422
Address
421 HART LANE · NASHVILLE, TN · 37216
Phone
(615) 226-6453
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS INC | — | TAMPA, FL | INVESTMENT ADVISOR | $66K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | — | ST PAUL, MN | TPA | $26K | — |
Investments
32 direct securities · 1 pooled fund· $45.4M(98% 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.
Uncategorized
$41.4M
32 holdings
Common Collective Trust
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $5.0M | 10.7% | |
| Dimensional DFA US Core Equity 1 I | — | — | — | $4.8M | 10.3% | |
| RELIANCE METLIFE SERIES 25053 C10 RELIANCE TRUST CT OR SVF · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $4.0M | 8.6% | |
| JPMorgan Growth Advantage R6 | — | — | — | $3.2M | 7.0% | |
| JPMorgan Equity Income Fund R6 | — | — | — | $3.1M | 6.8% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $2.8M | 6.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.5M | 5.3% | |
| TIAA-CREF International EQ IDX Instl | — | — | — | $2.4M | 5.2% | |
| American Funds American Balanced Fund R6 | — | — | — | $2.0M | 4.2% | |
| Vanguard Small Cap Index Admiral | — | — | — | $1.8M | 3.8% | |
| T. Rowe Price New Horizons | — | — | — | $1.5M | 3.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.5M | 3.2% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $1.1M | 2.3% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.0M | 2.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.0M | 2.2% | |
| Vanguard International Growth Fund Admiral | — | — | — | $904K | 1.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $727K | 1.6% | |
| JPMorgan Emerging Markets Equity R6 | — | — | — | $694K | 1.5% | |
| American Funds American Strategic Bond R6 | — | — | — | $645K | 1.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral | — | — | — | $634K | 1.4% | |
| Vanguard Short-Term Investment-Grade Admiral | — | — | — | $628K | 1.4% | |
| American Funds American US Government Fund R6 | — | — | — | $610K | 1.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $602K | 1.3% | |
| Vanguard Small Cap Value Index Inst | — | — | — | $575K | 1.2% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $410K | 0.9% | |
| Dimensional DFA Real Estate Securities I | — | — | — | $371K | 0.8% | |
| American Funds American New Perspective Fund R6 | — | — | — | $238K | 0.5% | |
| Dimensional DFA Inflation-Protected Securities I | — | — | — | $201K | 0.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $187K | 0.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $157K | 0.3% | |
| Vanguard High-Yield Corporate Admiral Bond | — | — | — | $105K | 0.2% | |
| Vanguard Target Retirement Income Inv | — | — | — | $57K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $3K | <0.1% |
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