How big is Bargreen-Ellingson, Inc.'s plan?

Bargreen-Ellingson, Inc.'s plan reported $61.3M in assets and 709 participants for 2024.

Original filing (PDF)20251007112937NAL0004695121001

Bargreen-Ellingson, Inc.

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

Form 5500

FILING_RECEIVED

Bargreen-Ellingson, Inc. 401(k) Plan

401(k) retirement plan · Bargreen-Ellingson, Inc.'s Bargreen-Ellingson, Inc. 401(k) Plan held $61.3M in plan assets for 709 participants in 2024, with Fidelity as recordkeeper.

Active participants

709

Accounts w/ balance

565

Plan assets (EOY)

$61.3M

Net assets (EOY)

$61.3M

People on this filing

Cynthia Higginbottom signed Bargreen-Ellingson, Inc.'s 2024 Form 5500 as plan administrator.

Cynthia Higginbottom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bargreen-Ellingson, Inc.'s EIN is 91-0715309.

EIN 91-0715309

Plan number 002

Plan year 2024

ACK ID 20251007112937NAL0004695121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bargreen-Ellingson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bargreen-Ellingson, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

28 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

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

BARGREEN-ELLINGSON, INC.

EIN

all filings

Address

6626 TACOMA MALL BLVD #B · TACOMA, WA · 98409

Phone

(253) 475-9201

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$68K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
BRIGHTON JONES LLC	91-2007475	—	ADVISOR	$48K	—

Investments

28 direct securities· $61.3M(100% of reported assets)

Mutual Funds

$47.8M

21 holdings

Common Collective Trusts

$12.3M

5 holdings

Bonds / Notes

$578K

1 holding

Other securities

$548K

1 holding

					% of plan
DFA U.S. Core Equity 1 Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$11.2M	18.3%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.0M	11.4%
Fidelity Freedom Index 2030 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$5.4M	8.9%
DFA International Core Equity Portfolio (I) Mutual Fund	Mutual Funds	—	—	$4.0M	6.6%
DFA U.S. Core Equity 2 Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$3.7M	6.1%
Fidelity Freedom Index 2045 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3.5M	5.8%
Fidelity Freedom Index 2050 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$3.3M	5.4%
Fidelity Freedom Index 2040 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.9M	4.7%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.6M	4.2%
Fidelity Freedom Index 2035 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.6M	4.2%
Fidelity Freedom Index 2055 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.0M	3.2%
Fidelity Freedom Index 2025 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$2.0M	3.2%
PIMCO Income Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$1.6M	2.6%
DFA Emerging Markets Core Equity Portfolio (I) Mutual Fund	Mutual Funds	—	—	$1.4M	2.2%
Fidelity Short-Term Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	1.9%
DFA Global Real Estate Securities Portfolio Mutual Fund	Mutual Funds	—	—	$1.1M	1.7%
Vanguard Developed Markets Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$1.0M	1.7%
PIMCO High Yield Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$660K	1.1%
Fidelity Freedom Index 2060 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$612K	1.0%
10.50%, maturing through March 2034 -0-	Bonds / Notes	—	—	$578K	0.9%
NVN Preferred Securities and Income Fund I Mutual Fund	Other securities	—	—	$548K	0.9%
Fidelity Floating Rate High Income Fund Mutual Fund	Mutual Funds	—	—	$543K	0.9%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$539K	0.9%
Fidelity Freedom Index 2020 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$533K	0.9%
Vanguard Federal Money Market Fund Money Market	Mutual Funds	—	—	$334K	0.5%
DFA Global Equity Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$287K	0.5%
Fidelity Freedom Index 2065 Fund Investor Class Mutual Fund	Mutual Funds	—	—	$173K	0.3%
Fidelity Freedom Index Income Investor Class Mutual Fund	Mutual Funds	—	—	$29K	<0.1%