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Original filing (PDF)20251003120911NAL0000846131001
BISCUITS & BATH COMPANIES, LLC
Form 5500
FILING_RECEIVED
BISCUITS & BATH 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure39% in single holding
Active participants
146
Accounts w/ balance
139
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
85
Concentration risk
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity 500 Index Fund "" is 39% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BISCUITS & BATH COMPANIES, LLC.
Plan sponsor
Name
BISCUITS & BATH COMPANIES, LLC
EIN
86-1152892
Address
41 W 13TH STREET · NEW YORK, NY · 10011
Phone
(212) 401-3030
Industry
Other Services (ex. Public Admin)see 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
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
15 direct securities· $3.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $1.2M | 38.2% | |
| Fidelity Freedom 2050 Fund Class K " | — | — | — | $519K | 17.1% | |
| Fidelity Freedom 2055 Fund Class K " | — | — | — | $314K | 10.3% | |
| Fidelity Freedom 2045 Fund Class K " | — | — | — | $310K | 10.2% | |
| Fidelity Freedom 2060 Fund Class K " | — | — | — | $260K | 8.6% | |
| Fidelity Freedom 2040 Fund Class K " | — | — | — | $144K | 4.7% | |
| Fidelity Freedom 2035 Fund Class K " | — | — | — | $107K | 3.5% | |
| Fidelity Freedom 2065 Fund Class K " | — | — | — | $62K | 2.0% | |
| Fidelity Freedom Income Fund Class K " | — | — | — | $46K | 1.5% | |
| Fidelity Freedom 2030 Fund Class K " | — | — | — | $34K | 1.1% | |
| Fidelity Government Money Market Fund " | — | — | — | $21K | 0.7% | |
| Fidelity Capital Appreciation Fund Mutual fund | — | — | — | $9K | 0.3% | |
| Fidelity Global EX US Index Fund " | — | — | — | $6K | 0.2% | |
| Fidelity Freedom 2025 Fund Class K " | — | — | — | $5K | 0.2% | |
| Fidelity Small Cap Index Fund " | — | — | — | $5K | 0.1% |
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