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Original filing (PDF)20251010125731NAL0018605922001
BEEHIVE INDUSTRIES LLC
Form 5500
FILING_RECEIVED
BEEHIVE INDUSTRIES LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
216
Accounts w/ balance
224
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEEHIVE INDUSTRIES LLC.
Plan sponsor
Name
BEEHIVE INDUSTRIES LLC
EIN
92-0992460
Address
7955 SOUTH POTOMAC STREET SUITE 100 · CENTENNIAL, CO · 80112
Phone
(303) 268-5445
Industry
Manufacturingsee 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
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WINDES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHANNEL WEALTH | 84-2475389 | — | INVESTMENT ADVISOR | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES | 95-2755361 | — | THIRD PARTY ADMINISTRATO | $4K | — |
Investments
29 direct securities · 1 pooled fund· $17.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$9.4M
29 holdings
Pooled Separate Account
$8.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK USA SUB-ACCOUNTS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8.6M | 89.3% | |
| 500 Index Fund Pooled Separate Account | — | — | — | $1.8M | 19.1% | |
| JH Lifetime Blend 2060 CIT R2 Pooled Separate Account | — | — | — | $967K | 10.1% | |
| JH Lifetime Blend 2050 CIT R2 Pooled Separate Account | — | — | — | $908K | 9.5% | |
| John Hancock Stable Value Guaranteed Income Fund Group Annuity Contract | — | — | — | $664K | 6.9% | |
| JH Lifetime Blend 2055 CIT R2 Pooled Separate Account | — | — | — | $656K | 6.8% | |
| JH Lifetime Blend 2040 CIT R2 Pooled Separate Account | — | — | — | $590K | 6.1% | |
| JH Lifetime Blend 2065 CIT R2 Pooled Separate Account | — | — | — | $523K | 5.4% | |
| JH Lifetime Blend 2015 CIT R2 Pooled Separate Account 47 * JH Lifetime Blend 2010 CIT R2 Pooled Separate Account 46 AB Large Cap Growth Fund Pooled Separate Account | — | — | — | $479K | 5.0% | |
| JH Lifetime Blend 2025 CIT R2 Pooled Separate Account | — | — | — | $470K | 4.9% | |
| JH Lifetime Blend 2045 CIT R2 Pooled Separate Account | — | — | — | $466K | 4.9% | |
| JH Lifetime Blend 2030 CIT R2 Pooled Separate Account | — | — | — | $392K | 4.1% | |
| JH Lifetime Blend 2035 CIT R2 Pooled Separate Account | — | — | — | $240K | 2.5% | |
| Notes receivable from participants 3.25% - 9.50% | — | — | — | $165K | 1.7% | |
| JH Disciplined Value Mid Cap Pooled Separate Account | — | — | — | $165K | 1.7% | |
| Mid Cap Index Fund Pooled Separate Account | — | — | — | $150K | 1.6% | |
| MFS Value Fund Pooled Separate Account | — | — | — | $133K | 1.4% | |
| Small Cap Index Fund Pooled Separate Account | — | — | — | $131K | 1.4% | |
| MPS Mid Cap Growth Fund Pooled Separate Account | — | — | — | $115K | 1.2% | |
| Intl Equity Index Fund Pooled Separate Account | — | — | — | $76K | 0.8% | |
| T. Rowe Price Integr US SC Gr Pooled Separate Account | — | — | — | $56K | 0.6% | |
| BlackRock High Yield Bond Fund Pooled Separate Account | — | — | — | $56K | 0.6% | |
| American Funds New World Fund Pooled Separate Account | — | — | — | $37K | 0.4% | |
| AB Income Fund Pooled Separate Account | — | — | — | $29K | 0.3% | |
| Avantis US Small Cap Value Pooled Separate Account | — | — | — | $24K | 0.2% | |
| JH Lifetime Blend 2020 CIT R2 Pooled Separate Account | — | — | — | $22K | 0.2% | |
| American Funds EuroPac Growth Pooled Separate Account | — | — | — | $11K | 0.1% | |
| DPA Inflation-Protected Sec Pooled Separate Account | — | — | — | $10K | 0.1% | |
| Strategic Income Opp Fund Pooled Separate Account | — | — | — | $10K | <0.1% | |
| Hartford Schroders Intl MCV Pooled Separate Account | — | — | — | $6K | <0.1% |
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