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Original filing (PDF)20251006125812NAL0003663185001
BESTOW INC.
Form 5500
FILING_RECEIVED
BESTOW 401(K) PLAN
401(k) retirement plan
Active participants
156
Accounts w/ balance
246
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
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)
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
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BESTOW INC..
Plan sponsor
Name
BESTOW INC.
EIN
81-2359338
Address
2700 COMMERCE STREET · SUITE 1000 · DALLAS, TX · 75226
Phone
(214) 642-0239
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-06
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)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
YULISHANA INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Investments
22 direct securities· $10.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual fund | — | — | — | $2.1M | 21.0% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | — | — | — | $1.4M | 13.6% | |
| Fidelity Freedom Index 2040 Fund Mutual fund | — | — | — | $1.3M | 13.1% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.2M | 12.2% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | — | — | — | $1.2M | 11.6% | |
| Fidelity Government Money Market Fund Mutual fund | — | — | — | $567K | 5.6% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | — | — | — | $542K | 5.3% | |
| Fidelity BrokerageLink Self-directed brokerage accounts | — | — | — | $375K | 3.7% | |
| JPMorgan Large Cap Growth Fund Mutual fund | — | — | — | $258K | 2.5% | |
| Fidelity Freedom Index 2025 Fund Mutual fund | — | — | — | $183K | 1.8% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $183K | 1.8% | |
| Fidelity US Bond Index Fund Mutual fund | — | — | — | $137K | 1.3% | |
| Fidelity Freedom Index 2035 Fund Mutual fund | — | — | — | $111K | 1.1% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $94K | 0.9% | |
| Vanguard Explorer Fund Mutual fund | — | — | — | $75K | 0.7% | |
| DFA Large Cap International Fund Mutual fund | — | — | — | $68K | 0.7% | |
| DFA US Small Cap Value Fund Mutual fund | — | — | — | $60K | 0.6% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $42K | 0.4% | |
| Fidelity Freedom Index 2065 Fund Mutual fund | — | — | — | $37K | 0.4% | |
| Fidelity Real Estate Index Fund Mutual fund | — | — | — | $29K | 0.3% | |
| Notes Receivable from Participants (Participant Loans) Interest rates: 8.50% - 9.25% -0- | — | — | — | $15K | 0.1% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $8K | <0.1% |
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