· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BEAR BUDDIES, INC. DBA BLACK BEAR DINER OAKLEY — BB, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250425153422NAL0008874177001
BEAR BUDDIES, INC. DBA BLACK BEAR DINER OAKLEY
Form 5500-SF
FILING_RECEIVED
BB, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
61
Accounts w/ balance
6
Plan assets (EOY)
$53K
Net assets (EOY)
$53K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BEAR BUDDIES, INC. DBA BLACK BEAR DINER OAKLEY
.
Find decision makers
Plan sponsor
Name
BEAR BUDDIES, INC. DBA BLACK BEAR DINER OAKLEY
EIN
84-2697558
Address
2038 HUNTINGTON WAY · BRENTWOOD, CA · 94513
Phone
(925) 207-1643
Industry
Accommodation & Food Services
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
CASA GIUSEPPES ITALIAN GRILL I
CASA GIUSEPPES ITALIAN GRILL I 401(K) PROFIT SHARING PLAN & TRUST
$53K · 42 participants
SKY LIMIT INVESTMENTS LLC
SKY LIMIT INVESTMENTS LLC 401(K) WITH PROFIT SHARING
$53K · 28 participants
817 ALLERTON INCORPORATED
817 ALLERTON INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST
$53K · 90 participants
4842 MORRISON ROAD CORPORATION
4842 MORRISON ROAD
$53K · 44 participants
OLD CITY BBQ, LLC D/B/A OLD CITY BBQ
65
Knocking points off
Only 10% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
OLD CITY BARBECUE 401(K) PLAN
$53K · 27 participants
AVILA'S MEXICAN RESTAURANT LAKE FOREST
AVILA'S MEXICAN RESTAURANT LAKE FOREST 401(K) PLAN
$54K · 50 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
