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Original filing (PDF)20251007161147NAL0008266976001
BOEDEKER PLASTICS INC.
Form 5500
FILING_RECEIVED
BOEDEKER PLASTICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
190
Accounts w/ balance
194
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
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)
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOEDEKER PLASTICS INC..
Plan sponsor
Name
BOEDEKER PLASTICS INC.
EIN
74-2514244
Address
904 W 6TH ST · SHINER, TX · 77984
Phone
(361) 401-7226
Industry
Wholesale 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
2025-10-07
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $48K | — |
Investments
25 direct securities · 1 pooled fund· $24.9M(97% 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
$24.1M
24 holdings
Common Collective Trust
$518K
1 holding
Mutual Funds
$299K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 24 * Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $3.7M | 14.2% | |
| 15 Fidelity Management Trust Company BlackRock LifePath Index 2030 | — | — | — | $3.6M | 13.9% | |
| 16 Fidelity Management Trust Company BlackRock LifePath Index 2035 | — | — | — | $2.3M | 8.8% | |
| 14 Fidelity Management Trust Company BlackRock LifePath Index Retirement Fund | — | — | — | $1.9M | 7.5% | |
| 5 Fidelity Management Trust Company Baird Core Plus Bond Fund | — | — | — | $1.9M | 7.3% | |
| 17 Fidelity Management Trust Company BlackRock LifePath Index 2040 | — | — | — | $1.8M | 7.1% | |
| 10 Fidelity Management Trust Company Pioneer Fundamental Growth Fund | — | — | — | $1.7M | 6.5% | |
| 11 Fidelity Management Trust Company Hartford International Opportunities Fund | — | — | — | $1.4M | 5.5% | |
| 8 Fidelity Management Trust Company American Century Small Cap Growth Fund | — | — | — | $1.1M | 4.2% | |
| 4 Fidelity Management Trust Company Allspring Special Small Cap Value Fund | — | — | — | $639K | 2.5% | |
| 25 * Fidelity Management Trust Company Fidelity Small Cap Index Fund | — | — | — | $571K | 2.2% | |
| 26 * Fidelity Management Trust Company Fidelity International Index Fund | — | — | — | $562K | 2.2% | |
| 19 Fidelity Management Trust Company BlackRock LifePath Index 2050 | — | — | — | $531K | 2.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $518K | 2.0% | |
| 20 Fidelity Management Trust Company BlackRock LifePath Index 2055 | — | — | — | $459K | 1.8% | |
| 12 Fidelity Management Trust Company Putnam Large Cap Value Fund | — | — | — | $442K | 1.7% | |
| 18 Fidelity Management Trust Company BlackRock LifePath Index 2045 | — | — | — | $318K | 1.2% | |
| s 3 Fidelity Management Trust Company Cohen & Steers Real Estate Securities Fund | Mutual Funds | — | — | $299K | 1.2% | |
| 13 Fidelity Management Trust Company BlackRock Mid Cap Growth Equity Fund | — | — | — | $276K | 1.1% | |
| 6 Fidelity Management Trust Company American Funds New World Fund | — | — | — | $259K | 1.0% | |
| 7 Fidelity Management Trust Company DFA Inflation-Protected Securities Fund | — | — | — | $242K | 0.9% | |
| 23 * Fidelity Management Trust Company Fidelity Puritan Fund | — | — | — | $187K | 0.7% | |
| 9 Fidelity Management Trust Company Victory Sycamore Established Value Fund | — | — | — | $153K | 0.6% | |
| Money market account 2 * Fidelity Management Trust Company Fidelity Government Money Market Fund | — | — | — | $86K | 0.3% | |
| 27 * Fidelity Management Trust Company Fidelity Extended Market Index Fund | — | — | — | $74K | 0.3% | |
| 22 Fidelity Management Trust Company BlackRock LifePath Index 2065 | — | — | — | $5K | <0.1% |