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Original filing (PDF)20250723163704NAL0002169699001
BK GLOBAL, INC.
Form 5500
FILING_RECEIVED
BK GLOBAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~82 bps in Sched C fees
Active participants
326
Accounts w/ balance
287
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 82 bps in Schedule C fees — 58% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BK GLOBAL, INC..
Plan sponsor
Name
BK GLOBAL, INC.
EIN
75-2752015
Address
5301 S. WESTMORELAND RD. · DALLAS, TX · 75237
Phone
(469) 221-4141
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
2025-07-23
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
THE CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | — | INVESTMENT ADVISOR | $34K | — |
Investments
32 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2035 Fund | — | — | — | $1.3M | 13.7% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2030 Fund | — | — | — | $1.3M | 12.9% | |
| John Hancock Insurance Company (U.S.A) BlackRock Equity Index Fund | — | — | — | $1.1M | 11.4% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2045 Fund | — | — | — | $1.0M | 10.5% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index Retirement Fund | — | — | — | $614K | 6.3% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2050 Fund | — | — | — | $580K | 5.9% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2055 Fund | — | — | — | $514K | 5.3% | |
| John Hancock Insurance Company (U.S.A) Money Market Fund | — | — | — | $369K | 3.8% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2040 Fund | — | — | — | $365K | 3.7% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Large Cap Value Fund | — | — | — | $320K | 3.3% | |
| John Hancock Insurance Company (U.S.A) MyWayRetirement Large Cap Growth | — | — | — | $305K | 3.1% | |
| John Hancock Insurance Company (U.S.A) BlackRock Russell 2000 Index | — | — | — | $259K | 2.7% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2025 Fund | — | — | — | $254K | 2.6% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2065 Fund | — | — | — | $227K | 2.3% | |
| John Hancock Insurance Company (U.S.A) BlackRock U.S. Debt Index Fund | — | — | — | $170K | 1.7% | |
| John Hancock Insurance Company (U.S.A) MyWayRed Small Cap Value Fund | — | — | — | $160K | 1.6% | |
| John Hancock Insurance Company (U.S.A) BlackRock Mid Cap Equity Index | — | — | — | $152K | 1.6% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Index 2060 Fund | — | — | — | $137K | 1.4% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% - 10.50% | — | — | — | $99K | 1.0% | |
| John Hancock Insurance Company (U.S.A) BlackRock EAFE Equity Index Fund | — | — | — | $93K | 0.9% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Small Cap Growth Fund | — | — | — | $89K | 0.9% | |
| John Hancock Insurance Company (U.S.A) MyWayRetirement Core Bond Fund | — | — | — | $80K | 0.8% | |
| John Hancock Insurance Company (U.S.A) MyWayRet International Value | — | — | — | $70K | 0.7% | |
| John Hancock Insurance Company (U.S.A) MyWayRet International Growth | — | — | — | $52K | 0.5% | |
| John Hancock Insurance Company (U.S.A) MyWayRetirement Mid Cap Growth | — | — | — | $47K | 0.5% | |
| John Hancock Insurance Company (U.S.A) MyWayRetirement Real Estate 636 * John Hancock Insurance Company (U.S.A) MyWayRetirement Mid Cap Value | — | — | — | $36K | 0.4% | |
| John Hancock Insurance Company (U.S.A) MyWayRetirement Balanced Fund | — | — | — | $12K | 0.1% | |
| John Hancock Insurance Company (U.S.A) BlackRock U.S. TIPS Index Fund | — | — | — | $9K | <0.1% | |
| John Hancock Insurance Company (U.S.A) MyWayRetirement Global Bond | — | — | — | $8K | <0.1% | |
| John Hancock Insurance Company (U.S.A) SELECT AA Balanced | — | — | — | $5K | <0.1% | |
| John Hancock Insurance Company (U.S.A) MyWayRet Emerging Markets Fund | — | — | — | $3K | <0.1% | |
| (U.S.A.) as permitted by 29 CFR 2520.103-5(c) of the Department of Labor's Rules and Regulations for | — | — | — | $3K | <0.1% |
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