Original filing (PDF)20250609093010NAL0010883283001

B&M DONNELLY, INC. DBA CROWN LIGHTING GROUP

Name: B&M DONNELLY, INC. DBA CROWN LIGHTING GROUP — B&M DONNELLY, INC. DBA CROWN LIGHTING RETIREMENT PLAN, Form 5500 (2024)
Creator: B&M DONNELLY, INC. DBA CROWN LIGHTING GROUP

Form 5500-SF

FILING_RECEIVED

B&M DONNELLY, INC. DBA CROWN LIGHTING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B&M DONNELLY, INC. DBA CROWN LIGHTING GROUP.

Plan sponsor

Name

B&M DONNELLY, INC. DBA CROWN LIGHTING GROUP

EIN

81-3004441

Address

1300 S MINT ST · SUITE 100 · CHARLOTTE, NC · 28203

Phone

(704) 358-9229

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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

SPECTRUM LIGHTING, LTD.

SPECTRUM LIGHTING SAVINGS & RETIREMENT PLAN

$1.5M · 15 participants

BUD FERGUSON'S INDUSTRIAL CONTROL & SUPPLY, INC.

BUD FERGUSON'S INDUSTRIAL CONTROL & SUPPLY, INC. PROFIT SHARING PLAN

$1.5M · 8 participants

D.E. TECH PACKAGING

D.E. TECH RETIREMENT SAVINGS PLAN

$1.5M · 4 participants

GAW ASSOCIATES, INC.

GAW ASSOCIATES, INC. 401K PLAN

$1.5M · 8 participants

GENESIS AUTOMATION INC

GENESIS AUTOMATION INC 401(K) PROFIT SHARING PLAN & TRUST