How big is Biagi Bros., Inc.'s plan?

Biagi Bros., Inc.'s plan reported $33.5M in assets and 632 participants for 2024.

Original filing (PDF)20251010184551NAL0008098993001

Biagi Bros., Inc.

Name: Biagi Bros., Inc. — Biagi Bros., Inc. 401(k) Profit, Form 5500 (2024)
Creator: Biagi Bros., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Biagi Bros., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Biagi Bros., Inc.'s Biagi Bros., Inc. 401(k) Profit Sharing Plan held $33.5M in plan assets for 632 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

632

Accounts w/ balance

447

Plan assets (EOY)

$33.5M

Net assets (EOY)

$33.4M

People on this filing

Mark Parnell signed Biagi Bros., Inc.'s 2024 Form 5500 as plan administrator.

Mark Parnell — 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

Biagi Bros., Inc.'s EIN is 91-1395542.

EIN 91-1395542

Plan number 001

Plan year 2024

ACK ID 20251010184551NAL0008098993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

41 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

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

BIAGI BROS., INC.

EIN

all filings

Address

466 DEVLIN ROAD · NAPA, CA · 94558

Phone

(707) 251-9990

Industry

Transportation & Warehousing

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$46K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FINANCIAL ADVOCATES INVESTMENT

Investments

41 direct securities· $33.4M(100% of reported assets)

Other securities

$16.8M

24 holdings

Mutual Funds

$10.8M

15 holdings

Common Collective Trusts

$4.8M

1 holding

Bonds / Notes

$1.0M

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$4.8M	14.3%
Empower Key Guaranteed Portfolio Fund	Other securities	—	—	$3.8M	11.4%
American Funds Growth Fund of America	Mutual Funds	—	—	$2.7M	8.2%
American Century Strategic Allocation Moderate	Other securities	—	—	$2.0M	6.0%
American Funds Europacific	Mutual Funds	—	—	$1.8M	5.5%
American Funds American Balanced	Mutual Funds	—	—	$1.7M	5.1%
Empower Lifetime 2035 Fund	Other securities	—	—	$1.3M	4.0%
American Beacon Small Cap Value	Other securities	—	—	$1.2M	3.6%
Empower Large Cap Value Fund	Other securities	—	—	$1.2M	3.5%
Notes receivable from participants Interest ranges from 4.25% - 9.50%	Bonds / Notes	—	—	$1.0M	3.1%
American Funds Fundamental Investors	Mutual Funds	—	—	$990K	3.0%
American Funds New Perspective	Mutual Funds	—	—	$761K	2.3%
Fidelity Mid Cap Index	Mutual Funds	—	—	$731K	2.2%
T. Rowe Price All-Cap Opportunities	Other securities	—	—	$695K	2.1%
Western Asset Core Bond	Other securities	—	—	$689K	2.1%
Empower Lifetime 2045	Other securities	—	—	$636K	1.9%
Blackrock Mid-Cap Growth Equity	Other securities	—	—	$593K	1.8%
Empower Lifetime 2025 Fund	Other securities	—	—	$564K	1.7%
Allspring Core Plus Bond Institutional	Other securities	—	—	$538K	1.6%
American Funds American Mutual	Mutual Funds	—	—	$533K	1.6%
Empower Lifetime 2040 Fund	Other securities	—	—	$488K	1.5%
American Century Mid Cap Value	Other securities	—	—	$481K	1.4%
Empower Lifetime 2030 Fund	Other securities	—	—	$474K	1.4%
Empower SecureFoundation Balanced	Other securities	—	—	$457K	1.4%
Fidelity Small Cap Index	Mutual Funds	—	—	$446K	1.3%
Empower Lifetime 2020 Fund	Other securities	—	—	$409K	1.2%
Empower Lifetime 2055 Fund	Other securities	—	—	$349K	1.0%
American Century Strategic Allocation Conservative	Other securities	—	—	$330K	1.0%
Fidelity Low-Priced Stock	Mutual Funds	—	—	$311K	0.9%
American Century Strategic Allocation Aggressive	Other securities	—	—	$243K	0.7%
Pimco Real Return	Mutual Funds	—	—	$213K	0.6%
Invesco International Bond	Mutual Funds	—	—	$212K	0.6%
Carillon Eagle Small Cap Growth	Other securities	—	—	$160K	0.5%
Fidelity Advisor High Income Advantage	Mutual Funds	—	—	$142K	0.4%
Pimco Strategic Bond	Mutual Funds	—	—	$141K	0.4%
Empower Lifetime 2050 Fund	Other securities	—	—	$104K	0.3%
Empower SecureFoundation Balanced	Other securities	—	—	$60K	0.2%
Invesco Discovery	Mutual Funds	—	—	$50K	0.1%
Pimco Total Return	Mutual Funds	—	—	$34K	0.1%
Empower Multi Sector Bond Investor	Other securities	—	—	$10K	<0.1%
Empower Lifetime 2060 Fund	Other securities	—	—	$3K	<0.1%