Original filing (PDF)20250903161221NAL0009513587001

Bellingham Marine Industries Inc.

Name: Bellingham Marine Industries Inc. — Bellingham, Form 5500 (2024)
Creator: Bellingham Marine Industries Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bellingham Marine Industries 401(k) Plan

401(k) retirement plan · Bellingham Marine Industries Inc.'s Bellingham Marine Industries 401(k) Plan held $18.7M in plan assets for 243 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosureLate participant contributions24% employer stock

Active participants

243

Accounts w/ balance

374

Plan assets (EOY)

$18.7M

Net assets (EOY)

$18.7M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BELLINGHAM MARINE INDUSTRIES INC.

Plan sponsor

Name

BELLINGHAM MARINE INDUSTRIES INC

EIN

91-0141770all filings

Address

1813 DENNIS STREET · JACKSONVILLE, FL · 32204

Phone

(360) 676-2800

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$49K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS INC	06-1397347	—	ADVISOR	$23K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

31 direct securities· $18.7M(100% of reported assets)

Mutual Funds

$10.5M

20 holdings

Common Stocks

$4.6M

4 holdings

Common Collective Trusts

$3.4M

5 holdings

Other securities

$238K

1 holding

Agency / Mortgage-Backed

$18K

1 holding

					% of plan
Fidelity 500 Index Fund Registered Investment Company	Common Collective Trusts	—	—	$3.1M	16.5%
JPMorgan Mid Cap Growth Fund Class R6 Registered Investment Company	Common Stocks	—	—	$2.4M	12.8%
Vanguard Target Retirement 2040 Fund Registered Investment Company	Mutual Funds	—	—	$1.9M	10.4%
Vanguard Target Retirement 2030 Fund Registered Investment Company	Mutual Funds	—	—	$1.8M	9.7%
Vanguard Target Retirement 2045 Fund Registered Investment Company	Mutual Funds	—	—	$1.5M	7.8%
T. Rowe Price Blue Chip Growth Fund Registered Investment Company	Common Stocks	—	—	$1.1M	5.9%
Vanguard Target Retirement 2050 Fund Registered Investment Company	Mutual Funds	—	—	$1.0M	5.5%
Vanguard Target Retirement 2035 Fund Registered Investment Company	Mutual Funds	—	—	$837K	4.5%
Standard Stable Asset Fund 2 Insurance Company General Account	Common Stocks	—	—	$834K	4.5%
Vanguard Target Retirement 2055 Fund Registered Investment Company	Mutual Funds	—	—	$733K	3.9%
MFS Mid Cap Value Fund Class R6 Registered Investment Company	Mutual Funds	—	—	$582K	3.1%
Vanguard Target Retirement 2060 Fund Registered Investment Company	Mutual Funds	—	—	$464K	2.5%
Vanguard Target Retirement 2025 Fund Registered Investment Company	Mutual Funds	—	—	$370K	2.0%
Vanguard Target Retirement Income Fund Registered Investment Company	Mutual Funds	—	—	$264K	1.4%
maturing through June 2031 0	Other securities	—	—	$238K	1.3%
Nationwide Geneva Small Cap Growth Fund Class R6 Registered Investment Company	Common Stocks	—	—	$220K	1.2%
DFA Emerging Markets Core Equity 2 I Registered Investment Company	Mutual Funds	—	—	$211K	1.1%
Vanguard Target Retirement 2020 Fund Registered Investment Company	Mutual Funds	—	—	$154K	0.8%
MFS International Diversification Fund Class R6 Registered Investment Company	Mutual Funds	—	—	$151K	0.8%
Vanguard Mid-Cap Index Fund Admiral Shares Registered Investment Company	Common Collective Trusts	—	—	$131K	0.7%
Dodge & Cox Income Fund Registered Investment Company	Mutual Funds	—	—	$114K	0.6%
Vanguard Small-Cap Index Fund Admiral Shares Registered Investment Company	Common Collective Trusts	—	—	$105K	0.6%
DFA US Small Cap Value I Registered Investment Company	Mutual Funds	—	—	$102K	0.5%
MFS Value Fund Class R6 Registered Investment Company	Mutual Funds	—	—	$100K	0.5%
Vanguard Target Retirement 2065 Fund Registered Investment Company	Mutual Funds	—	—	$97K	0.5%
Fidelity U.S. Bond Index Fund Registered Investment Company	Common Collective Trusts	—	—	$57K	0.3%
Fidelity Global ex U.S. Index Fund Registered Investment Company	Common Collective Trusts	—	—	$45K	0.2%
Vanguard Target Retirement 2070 Fund Registered Investment Company	Mutual Funds	—	—	$39K	0.2%
Fidelity GNMA Fund Registered Investment Company	Agency / Mortgage-Backed	—	—	$18K	<0.1%
PIMCO Real Return Fund Institutional Class Registered Investment Company	Mutual Funds	—	—	$7K	<0.1%
DFA International Small Company I Registered Investment Company	Mutual Funds	—	—	$3K	<0.1%