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Original filing (PDF)20250915124058NAL0002985778001
BEVERLY INDUSTRIES, LLC
Form 5500
FILING_RECEIVED
BEVERLY INDUSTRIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~106 bps in Sched C feesNo recordkeeper disclosed
Active participants
133
Accounts w/ balance
118
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
- 106 bps in Schedule C fees — 105% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEVERLY INDUSTRIES, LLC.
Plan sponsor
Name
BEVERLY INDUSTRIES, LLC
EIN
72-1012384
Address
1215 RIVER ROAD · BRIDGE CITY, LA · 70094
Phone
(504) 436-2924
Industry
Constructionsee 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
2025-09-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOURGEOIS BENNETT LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $61K | — |
Investments
27 direct securities · 1 pooled fund· $11.1M(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
$5.7M
27 holdings
Pooled Separate Account
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $5.5M | 95.7% | |
| JPMorgan US Equity R6 | — | — | — | $711K | 12.5% | |
| T.Rowe Price Retirement 2050 Fund | — | — | — | $686K | 12.0% | |
| T.Rowe Price Retirement 2035 Fund | — | — | — | $622K | 10.9% | |
| PGIM Total Return Bond Fund Class Z | — | — | — | $502K | 8.8% | |
| MFS International Diversification R6 | — | — | — | $484K | 8.5% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $371K | 6.5% | |
| T.Rowe Price Retirement 2045 Fund | — | — | — | $356K | 6.3% | |
| Vanguard Value Index Admiral Shares | — | — | — | $300K | 5.3% | |
| Standard Stable Asset A | — | — | — | $244K | 4.3% | |
| T.Rowe Price Retirement 2040 Fund | — | — | — | $223K | 3.9% | |
| Vanguard Small-Cap Index Admiral Shares | — | — | — | $190K | 3.3% | |
| T.Rowe Price Retirement 2030 Fund | — | — | — | $173K | 3.0% | |
| T.Rowe Price Retirement 2025 Fund | — | — | — | $153K | 2.7% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $129K | 2.3% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $105K | 1.8% | |
| T.Rowe Price Retirement 2060 Fund | — | — | — | $99K | 1.7% | |
| Janus Henderson Global Life Sciences Fund Class I | — | — | — | $60K | 1.1% | |
| T.Rowe Price Retirement 2055 Fund | — | — | — | $59K | 1.0% | |
| T.Rowe Price Retirement 2015 Fund | — | — | — | $47K | 0.8% | |
| T.Rowe Price Retirement 2020 Fund | — | — | — | $39K | 0.7% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $31K | 0.5% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $21K | 0.4% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $21K | 0.4% | |
| Vanguard Mid-Cap Index Admiral Shares | — | — | — | $21K | 0.4% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $21K | 0.4% | |
| T.Rowe Price Retirement 2065 Fund | — | — | — | $20K | 0.4% | |
| T.Rowe Price Communications and Technology Fund | — | — | — | $6K | 0.1% |
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