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Original filing (PDF)20250929144558NAL0005094131001
BLESSEY MARINE SERVICES, INC.
Form 5500
FILING_RECEIVED
BLESSEY MARINE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
675
Accounts w/ balance
557
Plan assets (EOY)
$65.9M
Net assets (EOY)
$65.9M
How this plan invests
This plan
40 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLESSEY MARINE SERVICES, INC..
Plan sponsor
Name
BLESSEY MARINE SERVICES, INC.
EIN
72-1208683
Address
1515 RIVER OAKS RD. · EAST · HARAHAN, LA · 70123
Phone
(504) 734-1156
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BOURGEOIS BENNETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETIREMENT SERVICES LLC | — | CHICAGO, IL | TPA | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOURGEOIS BENNETT LLC | 72-0136870 | — | SERVICE PROVIDER | $19K | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
1 direct security · 40 pooled funds· $65.9M(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.
Pooled Separate Account
$63.2M
40 holdings
Uncategorized
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TRGT RETIRE 2035 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $7.5M | 11.5% | |
| VANGUARD 500 INDEX FUND ADM VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.7M | 10.1% | |
| VANGUARD TRGT RETIRE 2045 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.5M | 9.9% | |
| JP MORGAN LARGE CAP GROWTH FUND VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5.7M | 8.6% | |
| VANGUARD TRGT RETIRE 2025 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5.3M | 8.0% | |
| VOYA FIXED ACCOUNT VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $5.2M | 7.8% | |
| Vanguard Target Retirement 2070 Fund - Investor Shares 216 * Participant loans Interest rates ranging from 4.25% to 9.50% | — | — | — | $2.7M | 4.1% | |
| VANGUARD TRGT RETIRE 2055 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $2.0M | 3.0% | |
| PIMCO INCOME FUND VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.6M | 2.4% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.5M | 2.3% | |
| JPMORGAN EQUITY INCOME FUND R6 VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.5M | 2.2% | |
| VANGUARD TOTL STCK MKT INDEX FD ADM VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.4M | 2.2% | |
| VANGUARD MID-CAP INDEX FUND ADM VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.4M | 2.2% | |
| VANGUARD TRGT RETIRE 2030 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.3M | 2.0% | |
| VANGUARD TRGT RETIRE 2050 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.3M | 2.0% | |
| VANGUARD TRGT RETIRE INCOME FUND IN VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.3M | 1.9% | |
| AMERICAN FUNDS GROWTH FUND R6 VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| VANGUARD BALANCED INDEX FUND ADM VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| AMER CENT MID CAP VALUE FUND R6 VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| VANGUARD TRGT RETIRE 2040 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.1M | 1.7% | |
| DFA INTL CORE EQUITY 2 PORT INST VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.1M | 1.7% | |
| VANGUARD TRGT RETIRE 2060 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $963K | 1.5% | |
| CLRBRG SM CP GROWTH FUND IS VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $961K | 1.5% | |
| VANGUARD SMALL-CAP INDEX FUND ADM VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $897K | 1.4% | |
| NEUBERGER BERMAN MD CP GRW FUND R6 VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $892K | 1.4% | |
| DFA EMERGING MARKETS PORTFOLIO INST VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $800K | 1.2% | |
| DFA GLOBAL REAL ESATE SEC PORT INST VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $779K | 1.2% | |
| VANGUARD LIFESTRAT GROWTH FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $629K | 1.0% | |
| DFA U.S. TARGETED VALUE PORT INST. VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $374K | 0.6% | |
| VANGUARD LIFESTRAT MOD GROWTH FD VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $317K | 0.5% | |
| AMERICAN FUNDS CAP WD BD R6 VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $159K | 0.2% | |
| DFA COMMODITY STRATEGY PORT INST VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $129K | 0.2% | |
| PGIM HIGH YIELD FUND VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $109K | 0.2% | |
| PIMCO REAL RETURN FUND VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $96K | 0.1% | |
| VANGUARD TOTAL BOND MRKT IND FD VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $79K | 0.1% | |
| VANGUARD LIFESTRAT CONSRV GROWTH FD VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $72K | 0.1% | |
| VANGUARD TRGT RETIRE 2065 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $66K | 0.1% | |
| VANGUARD LIFESTRAT INCOME FD VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $34K | <0.1% | |
| VOYA MONEY MARKET FUND (HOLD ACCT) VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $31K | <0.1% | |
| VANGUARD TRGT RETIRE 2020 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| VANGUARD TRGT RETIRE 2070 FUND INV VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $218 | <0.1% |