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Original filing (PDF)20251003165337NAL0002648144001
BBD OPCO LLC
Form 5500
FILING_RECEIVED
BBD OPCO LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
~107 bps in Sched C fees
Active participants
2,037
Accounts w/ balance
185
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Knocking points off
- 107 bps in Schedule C fees — 105% above peer band of 52 bps.
- Only 9% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BBD OPCO LLC.
Plan sponsor
Name
BBD OPCO LLC
EIN
81-1094306
Address
280 HEMSTED DRIVE SUITE 200 · REDDING, CA · 96002
Phone
(530) 782-5834
Industry
Accommodation & Food Servicessee 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
2025-10-03
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
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
Investments
23 direct securities· $3.6M(100% of reported assets)
Uncategorized
$3.6M
22 holdings
Common Collective Trusts
$10K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2040 Fund S | — | — | — | $568K | 15.8% | |
| Blackrock Lifepath Index 2030 Fund S Common/Collective Trust | — | — | — | $429K | 11.9% | |
| Blackrock Lifepath Index 2035 Fund S Common/Collective Trust | — | — | — | $402K | 11.1% | |
| Blackrock Lifepath Index 2055 Fund S Common/Collective Trust | — | — | — | $388K | 10.8% | |
| Blackrock Lifepath Index 2045 Fund S Common/Collective Trust | — | — | — | $372K | 10.3% | |
| Registered Investment Companies Fidelity 500 Index Registered Investment Company | — | — | — | $264K | 7.3% | |
| Blackrock Lifepath Index 2050 Fund S Common/Collective Trust | — | — | — | $234K | 6.5% | |
| Blackrock Lifepath Index Retirement S Common/Collective Trust | — | — | — | $196K | 5.4% | |
| Large Cap Growth Fund Iii Class R1 Common/Collective Trust | — | — | — | $171K | 4.7% | |
| Fidelity Adv Global Equity Income Z Registered Investment Company | — | — | — | $133K | 3.7% | |
| Ishares Msci Eafe International Index K Registered Investment Company | — | — | — | $103K | 2.9% | |
| Small Cap Growth Fund Ii Fee Class R1 Common/Collective Trust | — | — | — | $77K | 2.1% | |
| Pimco Total Return Instl Registered Investment Company | — | — | — | $62K | 1.7% | |
| Large Cap Value Fund Class R1 Common/Collective Trust | — | — | — | $46K | 1.3% | |
| Fidelity Us Bond Index Registered Investment Company | — | — | — | $41K | 1.1% | |
| Blackrock Lifepath Index 2060 Fund S Common/Collective Trust | — | — | — | $31K | 0.9% | |
| Ishares Russell Mid-Cap Index K Registered Investment Company | — | — | — | $31K | 0.8% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $24K | 0.7% | |
| Blackrock Lifepath Idx 2065 Fund Fee S Common/Collective Trust | Common Collective Trusts | — | — | $10K | 0.3% | |
| International Equity Fund Fee Class R1 Common/Collective Trust | — | — | — | $8K | 0.2% | |
| Franklin Small Cap Value R6 Registered Investment Company | — | — | — | $7K | 0.2% | |
| Metlife Stable Value Solutions Iv Cl J Common/Collective Trust | — | — | — | $5K | 0.1% | |
| Jpmorgan Mid Cap Growth R6 Registered Investment Company | — | — | — | $3K | <0.1% |
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