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Original filing (PDF)20251023125807NAL0002131329001
BICO GROUP
Form 5500
FILING_RECEIVED
BICO GROUP 401(K) PLAN
401(k) retirement plan
Active participants
283
Accounts w/ balance
331
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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 (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BICO GROUP.
Plan sponsor
Name
BICO GROUP
EIN
81-3033020
Address
200 HOMER AVENUE · ASHLAND, MA · 01721
Phone
(619) 995-7452
Industry
Professional & Technical 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
2025-10-23
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHNSON O'CONNOR FERON & CARUCCI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $54K | — |
Investments
34 direct securities · 1 pooled fund· $28.3M(100% 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.
Uncategorized
$26.9M
34 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund n/a | — | — | — | $4.9M | 17.2% | |
| American Funds 2050 Target Date Retire R6 Mutual fund n/a | — | — | — | $2.3M | 8.2% | |
| American Funds 2060 Trgt Date Retire R6 Mutual fund n/a | — | — | — | $2.2M | 7.9% | |
| MFS Growth R6 Mutual fund n/a | — | — | — | $1.9M | 6.6% | |
| TRP STABLE VALUE A T ROWE PRICE TRUST COMPANY · EIN 52-1300931 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.1% | |
| American Funds American Balanced R6 Mutual fund n/a | — | — | — | $1.4M | 4.9% | |
| American Funds 2035 Target Date Retire R6 Mutual fund n/a | — | — | — | $1.3M | 4.7% | |
| American Funds 2055 Target Date Retire R6 Mutual fund n/a | — | — | — | $1.3M | 4.5% | |
| American Funds 2045 Target Date Retire R6 Mutual fund n/a | — | — | — | $1.2M | 4.2% | |
| American Funds 2040 Target Date Retire R6 Mutual fund n/a | — | — | — | $956K | 3.4% | |
| Hartford Core Equity R6 Mutual fund n/a | — | — | — | $942K | 3.3% | |
| American Funds 2025 Target Date Retire R6 Mutual fund n/a | — | — | — | $915K | 3.2% | |
| PGIM High Yield R6 Mutual fund n/a | — | — | — | $808K | 2.9% | |
| Janus Henderson Enterprise Fund Mutual fund n/a | — | — | — | $742K | 2.6% | |
| Fidelity Mid Cap Index Mutual fund n/a | — | — | — | $640K | 2.3% | |
| Victory Sycamore Established Value Fund Mutual fund n/a | — | — | — | $569K | 2.0% | |
| American Funds 2030 Target Date Retire R6 Mutual fund n/a | — | — | — | $533K | 1.9% | |
| Fidelity Small Cap Index Mutual fund n/a | — | — | — | $521K | 1.8% | |
| American Funds New Perspective R6 Mutual fund n/a | — | — | — | $482K | 1.7% | |
| Janus Henderson Triton Fund Mutual fund n/a | — | — | — | $454K | 1.6% | |
| Fidelity Advisor Investment Grade Bond Fund Z Mutual fund n/a | — | — | — | $395K | 1.4% | |
| Fidelity International Index Mutual fund n/a | — | — | — | $349K | 1.2% | |
| American Funds 2020 Target Date Retire R6 Mutual fund n/a | — | — | — | $304K | 1.1% | |
| American Funds Capital Income Builder R6 Mutual fund n/a | — | — | — | $256K | 0.9% | |
| Franklin Income Fund Class R6 Mutual fund n/a | — | — | — | $251K | 0.9% | |
| American Funds The Income Fund of America Class R-6 Mutual fund n/a | — | — | — | $250K | 0.9% | |
| PIMCO Income Fund Institutional Class Mutual fund n/a | — | — | — | $197K | 0.7% | |
| American Funds New World R6 Mutual fund n/a | — | — | — | $191K | 0.7% | |
| Participant Loans Other varies 4.50% - 9.50% n/a -0- | — | — | — | $189K | 0.7% | |
| American Funds 2010 Target Date Retire R6 Mutual fund n/a | — | — | — | $142K | 0.5% | |
| Fidelity Advisor Small Cap Value Fund - Class Z Mutual fund n/a | — | — | — | $107K | 0.4% | |
| American Funds Washington Mutual R6 Mutual fund n/a | — | — | — | $93K | 0.3% | |
| American Funds EUPAC R6 Mutual fund n/a | — | — | — | $76K | 0.3% | |
| Cohen & Steers Real Estate Securities I Mutual fund n/a | — | — | — | $25K | <0.1% | |
| AB Global Bond I Mutual fund n/a | — | — | — | $1K | <0.1% |
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