Back to filter
Original filing (PDF)20250725155836NAL0015222162001
BCC ENGINEERING, LLC
Form 5500
FILING_RECEIVED
BCC ENGINEERING, LLC. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
398
Accounts w/ balance
479
Plan assets (EOY)
$44.5M
Net assets (EOY)
$44.5M
How this plan invests
This plan
3 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)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BCC ENGINEERING, LLC.
Plan sponsor
Name
BCC ENGINEERING, LLC
EIN
65-0540100
Address
6401 SW 87TH AVE STE 200 · MIAMI, FL · 331732521
Phone
(305) 670-2350
Industry
Engineering 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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPC | 38-2472558 | — | ADVISOR | $45K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | INVESTMENT ADVISOR | $24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
27 direct securities · 3 pooled funds· $44.5M(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.
Uncategorized
$42.2M
27 holdings
Common Collective Trust
$2.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AF TRGT DATE 2035 R6 Mutual Fund | — | — | $388K | $7.4M | 16.6% | |
| IS S&P 500 IDX K Mutual Fund | — | — | $8K | $5.2M | 11.7% | |
| AF TRGT DATE 2050 R6 Mutual Fund | — | — | $211K | $4.4M | 9.9% | |
| AF TRGT DATE 2040 R6 Mutual Fund | — | — | $197K | $4.1M | 9.1% | |
| AF TRGT DATE 2045 R6 Mutual Fund | — | — | $157K | $3.3M | 7.5% | |
| AF TRGT DATE 2030 R6 Mutual Fund | — | — | $147K | $2.5M | 5.7% | |
| AF TRGT DATE 2055 R6 Mutual Fund | — | — | $95K | $2.5M | 5.7% | |
| AF TRGT DATE 2025 R6 Mutual Fund | — | — | $128K | $1.9M | 4.4% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | $115K | $1.8M | 4.0% | |
| AF TRGT DATE 2060 R6 Mutual Fund | — | — | $96K | $1.7M | 3.9% | |
| JPM EQUITY INCOME R6 Mutual Fund | — | — | $54K | $1.3M | 2.9% | |
| AF TRGT DATE 2020 R6 Mutual Fund | — | — | $73K | $989K | 2.2% | |
| FID SM CAP IDX Mutual Fund | — | — | $31K | $864K | 1.9% | |
| FID MID CAP IDX Mutual Fund | — | — | $24K | $795K | 1.8% | |
| IS MSCI EAFE INTL K Mutual Fund | — | — | $43K | $650K | 1.5% | |
| AF TRGT DATE 2065 R6 Mutual Fund | — | — | $35K | $612K | 1.4% | |
| AF TRGT DATE 2015 R6 Mutual Fund | — | — | $43K | $532K | 1.2% | |
| Notes receivable from participants Various maturity dates through 2044; interest rates range from 3.25% to 8.50% | — | — | — | $452K | 1.0% | |
| AS SPL SM CAP VAL R6 Mutual Fund | — | — | $11K | $449K | 1.0% | |
| PGIM TOTAL RTN BD R6 Mutual Fund | — | — | $37K | $441K | 1.0% | |
| JPM SM CAP GROWTH R6 Mutual Fund | — | — | $17K | $390K | 0.9% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $37K | $366K | 0.8% | |
| AF NEW PERSPECT R6 Mutual Fund | — | — | $5K | $338K | 0.8% | |
| C&S REAL ESTATE Z Mutual Fund | — | — | $17K | $294K | 0.7% | |
| AF NEW WORLD R6 Mutual Fund | — | — | $4K | $275K | 0.6% | |
| PGIM HIGH YIELD R6 Mutual Fund | — | — | $48K | $228K | 0.5% | |
| FID US BOND IDX Mutual Fund | — | — | $18K | $184K | 0.4% | |
| BLKRK HLTH SCI OPP K Mutual Fund | — | — | $3K | $182K | 0.4% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | $12K | $167K | 0.4% | |
| AF TRGT DATE 2010 R6 Mutual Fund | — | — | $10K | $118K | 0.3% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Engineering Services plans
M/E ENGINEERING, P.C.
M/E ENGINEERING, P. C. 401(K) PLAN
$44.5M · 179 participants
KIER & WRIGHT CIVIL ENGINEERS AND SURVEYORS INC
KIER & WRIGHT CIVIL ENGINEERS AND SURVEYORS, INC. SALARY DEFERRAL PLAN
$44.6M · 179 participants
EAGLE SYSTEMS, INC.
EAGLE SYSTEMS INC. TAX DEFERRED SAVINGS PLAN & TRUST
$44.4M · 256 participants
BOECORE, LLC DBA AURIA
AURIA.SPACE, LLC 401(K) PROFIT SHARING PLAN
$44.6M · 354 participants
EPSILON SYSTEMS SOLUTIONS, INC.
EPSILON SYSTEMS SOLUTIONS, INC. 401(K) PLAN
$44.3M · 995 participants
WALLACE, MONTGOMERY & ASSOCIATES
WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN
$44.8M · 223 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants