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Original filing (PDF)20250730143818NAL0006894944001
BEHOLD WASHINGTON
Form 5500
FILING_RECEIVED
BEHOLD WASHINGTON 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
343
Accounts w/ balance
136
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 40% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEHOLD WASHINGTON.
Plan sponsor
Name
BEHOLD WASHINGTON
EIN
82-5247068
Address
338 STAFFORD BLVD · PONTOTOC, MS · 38863
Phone
(662) 489-6117
Industry
Manufacturingsee 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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HORNE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES, INC. | 16-1450952 | — | NONE | $7K | — |
Investments
26 direct securities· $2.7M(99% of reported assets)
Uncategorized
$2.4M
24 holdings
Mutual Funds
$274K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Growth Advantage Fund Class R6 9,084.5700 shares | — | — | $9K | $387K | 14.1% | |
| T. Rowe Price Retirement I 2030 Fund I Class 11,913.9100 shares | — | — | $12K | $305K | 11.1% | |
| T. Rowe Price Retirement I 2025 Fund I Class 16,830.0550 shares | — | — | $17K | $279K | 10.2% | |
| Vanguard Large Cap Index Fund Admiral Shares 1,532.9250 shares | — | — | $2K | $209K | 7.6% | |
| T. Rowe Price Retirement I 2035 Fund I Class 9,900.1230 shares | — | — | $10K | $208K | 7.6% | |
| T. Rowe Price Retirement I 2060 Fund I Class 10,671.6680 shares | — | — | $11K | $177K | 6.5% | |
| s - continued T. Rowe Price Retirement I 2050 Fund I Class 8,390.2750 shares | Mutual Funds | — | $8K | $159K | 5.8% | |
| T. Rowe Price Retirement I 2045 Fund I Class 6,488.8490 shares | — | — | $6K | $144K | 5.3% | |
| T. Rowe Price Retirement I 2040 Fund I Class 4,567.5040 shares | — | — | $5K | $140K | 5.1% | |
| T. Rowe Price Retirement I 2055 Fund I Class 6,005.5680 shares | — | — | $6K | $120K | 4.4% | |
| s - Alliance Bernstein AB Large Cap Growth Fund Class Z 1,051.4990 shares | Mutual Funds | — | $1K | $115K | 4.2% | |
| Smead Value Fund Class Y 1,180.0000 shares | — | — | $1K | $93K | 3.4% | |
| American Century Small Cap Growth Fund R6 2,541.2240 Shares | — | — | $3K | $59K | 2.1% | |
| Value Line Mid Cap Focused Fund Institutional Class 1,413.3440 Shares | — | — | $1K | $49K | 1.8% | |
| Federated Hermes Total Return Bond Fund Class R6 4,260.7040 shares | — | — | $4K | $40K | 1.5% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund Class R6 450.4210 shares | — | — | — | $38K | 1.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 115.0950 shares | — | — | — | $38K | 1.4% | |
| JPMorgan Hedged Equity Fund Class R6 1,008.7340 shares | — | — | $1K | $33K | 1.2% | |
| T. Rowe Price Retirement I 2065 Fund I Class 2,310.6560 shares | — | — | $2K | $30K | 1.1% | |
| The Hartford Dividend and Growth Fund Class R6 821.0730 shares | — | — | — | $28K | 1.0% | |
| Vanguard Small-Cap Index Fund Admiral Shares 115.1600 shares | — | — | — | $26K | 0.9% | |
| Cash & Equivalents Mid Atlantic Master Cash Account 118 Money market funds Federated Hermes Government Obligations Premier 15,887.0600 shares | — | — | $16K | $16K | 0.6% | |
| MFS Mid Cap Value Fund Class R6 385.8870 shares | — | — | — | $12K | 0.4% | |
| Baird Core Plus Bond Fund Class Institutional 890.7200 shares | — | — | — | $9K | 0.3% | |
| Buffalo International Fund Institutional Class 293.7510 shares | — | — | — | $6K | 0.2% | |
| Federated Hermes International Small-Mid Company Fund Institutional Class 130.6730 Shares | — | — | — | $5K | 0.2% |
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