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Original filing (PDF)20250926070723NAL0011521907001
BLUETRITON BRANDS, INC.
Form 5500
FILING_RECEIVED
BLUETRITON BRANDS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
7,096
Accounts w/ balance
8,207
Plan assets (EOY)
$469.7M
Net assets (EOY)
$469.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUETRITON BRANDS, INC..
Plan sponsor
Name
BLUETRITON BRANDS, INC.
EIN
94-3027237
Address
900 LONG RIDGE ROAD BUILDING 2 · STAMFORD, CT · 06902
Phone
(888) 747-7437
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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | 04-3516284 | — | RECORDKEEPER | $217K | — |
| CUSTOMIZED HR SOLUTIONS | 46-2183610 | — | RECORDKEEPING | $18K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTING | $93K | — |
| SAGE VIEW | 33-0818667 | — | AUDITOR | $63K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 36-3109431 | — | INVEST MGR | $185K | — |
Investments
18 direct securities · 5 pooled funds· $466.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$393.6M
17 holdings
Common Collective Trust
$69.8M
5 holdings
Mutual Funds
$3.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retire 2035 Fd VI | — | — | — | $49.4M | 10.5% | |
| State Street SStr Target Retire 2030 SL VI | — | — | — | $45.2M | 9.6% | |
| State Street SStr Target Retire 2045 SL VI | — | — | — | $44.1M | 9.4% | |
| State Street SStr Target Retire 2040 SL VI | — | — | — | $43.8M | 9.3% | |
| S&P 500 INDEX SL FD II STATE STREET · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $35.5M | 7.6% | |
| State Street Target Retire 2050 Fd VI | — | — | — | $35.4M | 7.5% | |
| State Street Target Retire 2055 Fd VI | — | — | — | $29.4M | 6.3% | |
| Dodge & Cox Dodge & Cox Stock Fund Cl X | — | — | — | $26.4M | 5.6% | |
| State Street Target Retire 2025 Fd VI | — | — | — | $24.3M | 5.2% | |
| PGIM Jennison Growth Fund | — | — | — | $21.8M | 4.6% | |
| State Street Target Retire 2060 Fd VI | — | — | — | $15.8M | 3.4% | |
| Participant Loans Interest of 4.25% to 9.50% - | — | — | — | $13.3M | 2.8% | |
| Loans Participant Loans (Interest of 4.25% to 9.5%) | — | — | — | $13.2M | 2.8% | |
| STABLE VALUE TRUST B1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $12.6M | 2.7% | |
| RUSS SM CP IND SL FD II STATE STREET · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $12.2M | 2.6% | |
| State Street Target Retire 2065 Fd VI | — | — | — | $9.1M | 1.9% | |
| MFS International Equity | — | — | — | $6.4M | 1.4% | |
| MFS Inst Intl Eqty Fnd | — | — | — | $6.4M | 1.4% | |
| State Street Target Retire 2020 Fd VI | — | — | — | $5.9M | 1.3% | |
| GL AL CP EQ XUS I SL S II STATE STREET · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $4.9M | 1.0% | |
| US BOND INDEX SL FD XIV STATE STREET · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $4.6M | 1.0% | |
| State Street Target Retire Inc SL VI | — | — | — | $3.6M | 0.8% | |
| Baird Core Plus Bond Fund Ins | Mutual Funds | — | — | $3.4M | 0.7% |