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Original filing (PDF)20251001104538NAL0005879971001
BEST BRANDS INC.
Form 5500
FILING_RECEIVED
BEST BRANDS 401(K) PLAN
401(k) retirement plan
Signals · 1
~104 bps in Sched C fees
Active participants
307
Accounts w/ balance
204
Plan assets (EOY)
$10.3M
Net assets (EOY)
$10.3M
How this plan invests
This plan
31 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
80
Knocking points off
- 104 bps in Schedule C fees — 258% above peer band of 29 bps.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEST BRANDS INC..
Plan sponsor
Name
BEST BRANDS INC.
EIN
62-1177514
Address
7337 COCKRILL BEND BLVD. · NASHVILLE, TN · 37209
Phone
(615) 380-8500
Industry
Transportation & Warehousingsee 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
2025-10-01
Pension benefit codes
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORDKEEPER | $60K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $900 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY - PL | $45K | — |
Investments
31 pooled funds· $9.7M(95% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS VALUE RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 710 | Pooled Separate Account | — | — | $1.2M | 11.6% | |
| ALGER CAPITAL APPRECIATION RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 091 | Pooled Separate Account | — | — | $967K | 9.4% | |
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $908K | 8.9% | |
| PIONEER FUNDAMENTAL GROWTH RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 595 | Pooled Separate Account | — | — | $711K | 6.9% | |
| TA BLACKROCK LIFEPATH INDEX 2035 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 304 | Pooled Separate Account | — | — | $611K | 6.0% | |
| AMERICAN FUNDS WASHINGTON MUTUAL IN TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 231 | Pooled Separate Account | — | — | $583K | 5.7% | |
| JPMORGAN US EQUITY RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 334 | Pooled Separate Account | — | — | $539K | 5.3% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 123 | Pooled Separate Account | — | — | $403K | 3.9% | |
| AMERICAN CENTURY INFLATION-ADJUSTED TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 096 | Pooled Separate Account | — | — | $346K | 3.4% | |
| STATE STREET INTERNATIONAL INDEX RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $304K | 3.0% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $277K | 2.7% | |
| METROPOLITAN WEST TOTAL RETURN BOND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 772 | Pooled Separate Account | — | — | $250K | 2.4% | |
| STATE STREET RUSSELL SMALL CAP VALU TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $243K | 2.4% | |
| BLACKROCK CORE BOND RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 196 | Pooled Separate Account | — | — | $243K | 2.4% | |
| WESTERN ASSET CORE PLUS BOND RET AC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 022 | Pooled Separate Account | — | — | $236K | 2.3% | |
| BLACKROCK HIGH YIELD BOND RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $216K | 2.1% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $205K | 2.0% | |
| TA BLACKROCK LIFEPATH INDEX 2040 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 305 | Pooled Separate Account | — | — | $196K | 1.9% | |
| AMERICAN CENTURY HERITAGE RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 623 | Pooled Separate Account | — | — | $183K | 1.8% | |
| TA BLACKROCK LIFEPATH INDEX 2055 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 308 | Pooled Separate Account | — | — | $158K | 1.5% | |
| TA VANGUARD REAL ESTATE INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $131K | 1.3% | |
| TA BLACKROCK LIFEPATH INDEX 2030 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 303 | Pooled Separate Account | — | — | $128K | 1.2% | |
| TA BLACKROCK LIFEPATH INDEX 2045 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 306 | Pooled Separate Account | — | — | $111K | 1.1% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $106K | 1.0% | |
| TA BLACKROCK LIFEPATH INDEX RETIREM TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 301 | Pooled Separate Account | — | — | $101K | 1.0% | |
| STATE STREET EMERGING MARKETS INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 169 | Pooled Separate Account | — | — | $91K | 0.9% | |
| TA BLACKROCK LIFEPATH INDEX 2060 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 309 | Pooled Separate Account | — | — | $79K | 0.8% | |
| JPMORGAN US SMALL COMPANY RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 011 | Pooled Separate Account | — | — | $71K | 0.7% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $55K | 0.5% | |
| TA BLACKROCK LIFEPATH INDEX 2050 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 307 | Pooled Separate Account | — | — | $54K | 0.5% | |
| TA BLACKROCK LIFEPATH INDEX 2025 RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 83-1098532 / PN 302 | Pooled Separate Account | — | — | $0 | <0.1% |
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