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Original filing (PDF)20251010143332NAL0007879041001
BONDED LIGHTNING PROTECTION SYSTEMS, LTD
Form 5500
FILING_RECEIVED
BLP/ALT PROFIT SHARING PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
204
Plan assets (EOY)
$10.4M
Net assets (EOY)
$10.4M
How this plan invests
This plan
36 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
- 66 bps in Schedule C fees — 126% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BONDED LIGHTNING PROTECTION SYSTEMS, LTD.
Plan sponsor
Name
BONDED LIGHTNING PROTECTION SYSTEMS, LTD
EIN
75-2851023
Address
122 LEESLEY LANE · ARGYLE, TX · 76266
Phone
(800) 950-7933
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
2025-10-10
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)
3H · Sponsor in controlled / affiliated group
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HSPG ASSOCIATES PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $54K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEAM HAYS INC DBA DFA ADVISORY | — | — | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $0 | — |
Investments
36 direct securities· $10.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Rmnt Fund | — | — | — | $1.2M | 11.3% | |
| BlackRock Lifepath Index 2050 Fund | — | — | — | $1.1M | 11.0% | |
| American Funds American Funds Cap Income Builder Fund | — | — | — | $1.0M | 10.1% | |
| BlackRock Lifepath Index 2045 Fund | — | — | — | $932K | 9.0% | |
| BlackRock Lifepath Index 2030 Fund | — | — | — | $836K | 8.0% | |
| BlackRock Lifepath Index 2040 Fund | — | — | — | $822K | 7.9% | |
| BlackRock Lifepath Index 2035 Fund | — | — | — | $708K | 6.8% | |
| Wells Fargo Allspring Spec Mid Cp Val Fd 934 * American Funds American Funds Grth Fund of America | — | — | — | $632K | 6.1% | |
| Notes Receivable from Participants Range 5.25% - 10.50% Maturing through October 2028 | — | — | — | $435K | 4.2% | |
| American Funds American Funds Bond Fund of America | — | — | — | $402K | 3.9% | |
| American Funds Amer Funds Wash Mutual Invs Fund | — | — | — | $259K | 2.5% | |
| Vanguard Vangaurd Growth Index | — | — | — | $203K | 2.0% | |
| T. Rowe Price T. Rowe Price Equity Income Fund | — | — | — | $152K | 1.5% | |
| American Funds AmerFunds EuroPacific Gr Fund | — | — | — | $151K | 1.5% | |
| Vanguard Small Cap Index Fund | — | — | — | $149K | 1.4% | |
| MFS Total Return Bond Fund Class R6 | — | — | — | $146K | 1.4% | |
| Vanguard 500 Index Fund | — | — | — | $133K | 1.3% | |
| Vanguard Value Index Fund | — | — | — | $132K | 1.3% | |
| Mass Mutual Guaranteed Interest Account, at contract value | — | — | — | $127K | 1.2% | |
| BlackRock Lifepath Index 2060 Fund | — | — | — | $77K | 0.7% | |
| BlackRock Lifepath Index 2055 Fund | — | — | — | $76K | 0.7% | |
| <> AXA Equitable Cash Value of Life Insurance | — | — | — | $72K | 0.7% | |
| Invesco International Diversified Fd | — | — | — | $42K | 0.4% | |
| JP Morgan JP Morgan US Equity Fund | — | — | — | $36K | 0.3% | |
| The Hartford Capital Appreciation Fund | — | — | — | $35K | 0.3% | |
| MassMutual Sm Cap Growth Eq Fd | — | — | — | $23K | 0.2% | |
| American Funds American High-Income Trust Class R-6 | — | — | — | $20K | 0.2% | |
| Mass Mutual Cash, Unallocated | — | — | — | $18K | 0.2% | |
| JP Morgan JP Morgan Mid Cap Value Fund | — | — | — | $15K | 0.1% | |
| American Century American Century Real Estate Fund | — | — | — | $12K | 0.1% | |
| MFS International Equity Fund Class R6 | — | — | — | $11K | 0.1% | |
| Dimensional Fund Advisors DFA US Targeted Value Fund | — | — | — | $10K | <0.1% | |
| Invesco Diversified Dividend Fund | — | — | — | $9K | <0.1% | |
| Legg Mason ClearBridge Mid Cap Fund | — | — | — | $8K | <0.1% | |
| MassMutual Mid Cap Growth - T. Rowe Price Mid-Cap Growth Fund I Class | — | — | — | $2K | <0.1% | |
| The Hartford Core Equity Fund | — | — | — | $1K | <0.1% |
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