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Original filing (PDF)20251013150434NAL0001480961001
BEXCO ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
MDB 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
126
Accounts w/ balance
160
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
35 pooled trusts
Schedule D
37 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEXCO ENTERPRISES, INC..
Plan sponsor
Name
BEXCO ENTERPRISES, INC.
EIN
76-0026006
Address
8700 REX RD. · PICO RIVERA, CA · 90660
Phone
(323) 728-8988
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KALL ACCOUNTANCY CORPORATION
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $2K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | — | CONTRACT ADMINISTRATOR | $36K | — |
| ALLIED CONSULTANTS, INC. | 95-4171622 | — | THIRD PARTY ADMINISTRATO | $2K | — |
Investments
2 direct securities · 35 pooled funds· $13.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$13.2M
35 holdings
Uncategorized
$65K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TGT RMT 2045 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.9M | 21.4% | |
| VANGUARD TGT RMT 2050 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 14.9% | |
| VANGUARD TGT RMT 2025 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 12.5% | |
| FIDELITY 500 INDEX FD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 11.7% | |
| VANGUARD TGT RMT 2055 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $987K | 7.4% | |
| VANGUARD TGT RMT 2030 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $897K | 6.7% | |
| VANGUARD TGT RMT 2040 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $756K | 5.6% | |
| VANGUARD TGT RMT 2060 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $697K | 5.2% | |
| FIDELITY US BOND INDEX FD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $222K | 1.7% | |
| PIMCO INCOME FUND INST JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $199K | 1.5% | |
| VANGUARD TGT RMT 2065 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $178K | 1.3% | |
| AMERICAN FUNDS AMCAP FUND R6 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $173K | 1.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $136K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 0.9% | |
| VANGUARD TGT RMT 2020 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $94K | 0.7% | |
| VANGUARD MID CAP INDEX ADM JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $88K | 0.7% | |
| AMERICAN MUTUAL FUND R6 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $75K | 0.6% | |
| VANGUARD EMRG MKTS STK IDX AD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.5% | |
| FIDELITY INTERNATIONAL IDX FD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.4% | |
| VANGUARD RE INDEX ADM FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.4% | |
| VANGUARD TGT RMT 2035 INV FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.4% | |
| JANUSHENDERSON MID CAP VAL N JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.4% | |
| Participant Loans with Interest 0 | — | — | — | $48K | 0.4% | |
| DFA GLOBAL RE SEC PORT INST JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 0.3% | |
| JANUSHENDERSON TRITON N JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| FIDELITY TOTAL INTL INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.2% | |
| VANGUARD TOTAL INT IDX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.2% | |
| DFA INT CORE EQUITY PRT INST JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.1% | |
| John Hancock JH Stable Value Guaranteed Inc 0 | — | — | — | $18K | 0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| PIMCO INV GD CREDI BD INSTL FD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.1% | |
| JPMORGAN US GOVT MMKT CAP JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | <0.1% | |
| FIDELITY SM CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| MAINSTAY MK HY CORP BOND R6 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| MFS INTERNATIONAL EQUITY R6 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| PIMCO COMM REAL RET STRAT JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| DFA US TARGETED VALUE PRT JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
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