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Original filing (PDF)20251015130301NAL0002448947002
BAPTIST VENTURES INC.
Form 5500
FILING_RECEIVED
BAPTIST VENTURES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
220
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
24 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
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAPTIST VENTURES INC..
Plan sponsor
Name
BAPTIST VENTURES INC.
EIN
63-0837260
Address
PO BOX 11010 · MONTGOMERY, AL · 361110010
Phone
(334) 286-2445
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JACKSON THORNTON & CO., PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VARIABLE ANNUITY LIFE INSURANCE CO. | 74-1625348 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3680944 | — | RECORDKEEPER | $10K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
12 direct securities · 13 pooled funds· $10.5M(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.
Common Collective Trust
$5.3M
13 holdings
Mutual Funds
$2.1M
1 holding
Uncategorized
$1.9M
10 holdings
Guaranteed Income / GIC
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $2.1M | 20.4% | |
| VANGRD TRGT RTIRE 2030 TRST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $1.3M | 12.7% | |
| s * Transamerica Financial Life Ins. Co. Transamerica Guaranteed Investment Option | Guaranteed Income / GIC | — | — | $1.3M | 12.3% | |
| VANGRD TRGT RTIRE 2035 TRST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $1.0M | 9.8% | |
| VANGRD TRGT RTIRE 2025 TRST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $954K | 9.1% | |
| VANGRD TRGT RTIRE 2020 TRST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $857K | 8.2% | |
| Vanguard Extended Mkt Index Instl | — | — | — | $342K | 3.3% | |
| VANGRD TRGT RTIRE 2040 TRST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $321K | 3.1% | |
| Vanguard Equity Inc Adm | — | — | — | $290K | 2.8% | |
| Vanguard Trgt Retment Inc Trust II | — | — | — | $267K | 2.6% | |
| VANGRD TRGT RTIRE INCM TRST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $267K | 2.6% | |
| Vanguard Total Bond Mkt Index Adm | — | — | — | $232K | 2.2% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $210K | 2.0% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $176K | 1.7% | |
| Dodge & Cox Dodge & Cox Inc X | — | — | — | $151K | 1.5% | |
| WINSLOW LG CAP GR CIT CLASS 2 SEI · EIN 84-4930601 / PN 001 | Common Collective Trust | — | — | $147K | 1.4% | |
| VANGRD TRGT RTIRE 2050 TRST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $142K | 1.4% | |
| VANGRD TRGT RTIRE 2045 TRST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $120K | 1.2% | |
| Dimensional DFA US Small Cap I | — | — | — | $102K | 1.0% | |
| PIMCO Real Return Instl | — | — | — | $75K | 0.7% | |
| VANGRD TRGT RTIRE 2055 TRST II VANGUARD · EIN 25-6715091 / PN 001 | Common Collective Trust | — | — | $55K | 0.5% | |
| VANGRD TRGT RTIRE 2060 TRST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $50K | 0.5% | |
| VALIC Short Term Fixed Account | — | — | — | $15K | 0.1% | |
| VANGUARD TRGT RETMENT 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% | |
| VANGUARD TARGET RETRMNT 2070 TR II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
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