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Original filing (PDF)20251218104813NAL0011640434001
BEEMOK CAPITAL LLC
Form 5500
FILING_RECEIVED
BEEMOK CAPITAL LLC PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.1 mo29% in single holding
Active participants
775
Accounts w/ balance
782
Plan assets (EOY)
$46.5M
Net assets (EOY)
$46.5M
How this plan invests
This plan
7 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
96
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- Top holding "Fidelity 500 Index Fund - Premium Class" is 29% of plan.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEEMOK CAPITAL LLC.
Plan sponsor
Name
BEEMOK CAPITAL LLC
EIN
82-4578874
Address
200 MEETING STREET · SUITE 206 · CHARLESTON, SC · 29401
Phone
(843) 266-3884
Industry
Management of Companies / Holdingssee 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
2025-12-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $20K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $13K | — |
Investments
19 direct securities · 7 pooled funds· $46.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$42.0M
19 holdings
Common Collective Trust
$4.9M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund - Premium Class | — | — | — | $13.3M | 28.6% | |
| JPMorgan SmartRetirement Blend 2045 Fund Class R6 | — | — | — | $3.9M | 8.4% | |
| JPMorgan SmartRetirement Blend 2050 Fund Class R6 | — | — | — | $3.7M | 8.0% | |
| JPMorgan SmartRetirement Blend 2040 Fund Class R6 | — | — | — | $3.2M | 6.9% | |
| JPMorgan SmartRetirement Blend 2025 Fund Class R6 | — | — | — | $3.2M | 6.9% | |
| JPMorgan SmartRetirement Blend 2030 Fund Class R6 | — | — | — | $2.7M | 5.9% | |
| JPMorgan SmartRetirement Blend 2020 Fund Class R6 | — | — | — | $2.5M | 5.3% | |
| JPMorgan SmartRetirement Blend 2035 Fund Class R6 | — | — | — | $2.2M | 4.7% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.0M | 4.3% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.5M | 3.1% | |
| JPMorgan SmartRetirement Blend 2055 Fund Class R6 | — | — | — | $1.3M | 2.9% | |
| JPMorgan SmartRetirement Blend 2060 Fund Class R6 | — | — | — | $1.3M | 2.7% | |
| Fidelity Mid Cap Index Fund - Premium Class | — | — | — | $1.2M | 2.6% | |
| Fidelity Total International Index Fund | — | — | — | $759K | 1.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $667K | 1.4% | |
| Hartford International Opportunities Fund R6 | — | — | — | $493K | 1.1% | |
| JPMorgan SmartRetirement Blend Income Fund Class R6 | — | — | — | $437K | 0.9% | |
| Fidelity Stable Value Portfolio - Class III | — | — | — | $436K | 0.9% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $407K | 0.9% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $357K | 0.8% | |
| GG FAM CORE PL FI U GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275325 / PN 001 | Common Collective Trust | — | — | $333K | 0.7% | |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $300K | 0.6% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $261K | 0.6% | |
| Allspring Special Small Cap Value Fund Class R6 | — | — | — | $257K | 0.6% | |
| Fidelity US Bond Index Fund | — | — | — | $149K | 0.3% | |
| SMALL CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $81K | 0.2% |
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