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Original filing (PDF)20251009165922NAL0006933041001
BENTLEY MILLS, INC.
Form 5500
FILING_RECEIVED
BENTLEY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
392
Accounts w/ balance
443
Plan assets (EOY)
$32.9M
Net assets (EOY)
$32.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 98% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENTLEY MILLS, INC..
Plan sponsor
Name
BENTLEY MILLS, INC.
EIN
68-0123642
Address
14641 DON JULIAN ROAD · INDUSTRY, CA · 91746
Phone
(800) 423-4709
Industry
Retail 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 03-6429197 | — | CONSULTANT | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $140K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | OTHER SERVICES | $24K | — |
Investments
24 direct securities · 1 pooled fund· $32.9M(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
$29.4M
24 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2025 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $3.5M | 10.8% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.5M | 10.6% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $3.2M | 9.8% | |
| Vanguard 500 Index Admiral Registered investment company | — | — | — | $3.2M | 9.7% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $2.8M | 8.6% | |
| T.Rowe Price Blue Chip Growth Fund Registered investment company | — | — | — | $2.7M | 8.3% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $2.3M | 7.0% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $2.2M | 6.5% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $1.9M | 5.8% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $1.2M | 3.8% | |
| Fidelity Mid Cap Index Fund Registered investment company | — | — | — | $1.2M | 3.6% | |
| Vanguard Developed Markets Index Adm Registered investment company | — | — | — | $963K | 2.9% | |
| PGIM Total Return Bond R6 Fund Registered investment company | — | — | — | $685K | 2.1% | |
| Vanguard Equity-Inc Adm Fund Registered investment company | — | — | — | $647K | 2.0% | |
| maturing through December 2034 - | — | — | — | $580K | 1.8% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $437K | 1.3% | |
| BlackRock High Yield Portfolio Fund Class K Registered investment company | — | — | — | $409K | 1.2% | |
| Vanguard Explorer Admiral Fund Registered investment company | — | — | — | $406K | 1.2% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $267K | 0.8% | |
| Vanguard Inflation-Protected Secs Adm Registered investment company | — | — | — | $259K | 0.8% | |
| DFA US Targeted Value I Fund Registered investment company | — | — | — | $242K | 0.7% | |
| American Funds New World Fund Class R6 Registered investment company | — | — | — | $180K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $69K | 0.2% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $15K | <0.1% | |
| American Funds 2015 Target Date Retirement Fund Class R6 Registered investment company | — | — | — | $2K | <0.1% |
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