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Original filing (PDF)20240702185533NAL0008328240001
BMK ENTERPRISES LLC
Form 5500
FILING_RECEIVED
ROBERT J. HENSEN PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
~131 bps in Sched C fees
Active participants
55
Accounts w/ balance
144
Plan assets (EOY)
$523K
Net assets (EOY)
$523K
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BMK ENTERPRISES LLC.
Plan sponsor
Name
BMK ENTERPRISES LLC
EIN
84-1924528
Address
25622 PACIFIC CREST DR. · MISSION VIEJO, CA · 92692
Phone
(949) 395-7895
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2024-07-02
Pension benefit codes
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSETMARK | 86-0770473 | LYNCHBURG, VA | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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