How big is Blue-White Industries Ltd.'s plan?

Blue-White Industries Ltd.'s plan reported $13.8M in assets and 153 participants for 2024.

Original filing (PDF)20251014171354NAL0001691715001

Blue-White Industries Ltd.

Name: Blue-White Industries Ltd. — Blue-White Industries, Form 5500 (2024)
Creator: Blue-White Industries Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blue-White Industries Retirement Savings Plan

401(k) retirement plan · Blue-White Industries Ltd.'s Blue-White Industries Retirement Savings Plan held $13.8M in plan assets for 153 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

153

Accounts w/ balance

159

Plan assets (EOY)

$13.8M

Net assets (EOY)

$13.8M

People on this filing

Kristian Hernandez signed Blue-White Industries Ltd.'s 2024 Form 5500 as plan administrator.

Kristian Hernandez — 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

Blue-White Industries Ltd.'s EIN is 95-1952927.

EIN 95-1952927

Plan number 001

Plan year 2024

ACK ID 20251014171354NAL0001691715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blue-White Industries Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blue-White Industries Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

33 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

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BLUE-WHITE INDUSTRIES LTD

EIN

all filings

Address

5300 BUSINESS DRIVE · HUNTINGTON BEACH, CA · 92649

Phone

(714) 893-8529

Industry

Wholesale Trade

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

2025-10-14

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)

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	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS LLC	61-1758632	—	ADVISOR	$25K	—

Investments

33 direct securities · 1 pooled fund· $13.8M(100% 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.

Mutual Funds

$8.4M

17 holdings

Common Collective Trusts

$2.6M

4 holdings

Other securities

$2.0M

10 holdings

Common Stocks

$347K

1 holding

Bonds / Notes

$294K

1 holding

Common Collective Trust

$166K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.3M	16.5%
Fidelity Investments Fidelity Freedom Index 2045 Fund Premier Class	Mutual Funds	—	—	$1.9M	13.6%
Fidelity Investments Fidelity Freedom Index 2025 Fund Premier Class	Mutual Funds	—	—	$1.6M	11.8%
Fidelity Investments Fidelity Freedom Index 2050 Fund Premier Class	Mutual Funds	—	—	$1.0M	7.3%
Fidelity Investments Fidelity Freedom Index 2035 Fund Premier Class	Mutual Funds	—	—	$862K	6.3%
BlackRock Technology Opportunities Fund Class K	Other securities	—	—	$680K	4.9%
Fidelity Investments Fidelity Freedom Index 2040 Fund Premier Class	Mutual Funds	—	—	$661K	4.8%
Fidelity Investments Fidelity Freedom Index 2030 Fund Premier Class	Mutual Funds	—	—	$574K	4.2%
Fidelity Investments Fidelity Freedom Index 2015 Fund Premier Class	Mutual Funds	—	—	$376K	2.7%
Fidelity Investments Fidelity Freedom Index 2020 Fund Premier Class	Mutual Funds	—	—	$374K	2.7%
Morgan Stanley Morgan Stanley Institutional Fund, Inc. Growth Portfolio Class I	Common Stocks	—	—	$347K	2.5%
AllianceBernstein AB Large Cap Growth Portfolio Class I	Other securities	—	—	$325K	2.4%
Fidelity Investments Fidelity Freedom Index 2055 Fund Premier Class	Mutual Funds	—	—	$313K	2.3%
Participant Loans Interest rates range from 5.25% to 10.50%	Bonds / Notes	—	—	$294K	2.1%
BlackRock Mid Cap Growth Equity Portfolio Fund Class K	Other securities	—	—	$254K	1.8%
Invesco Small Cap Value Fund Class R6	Mutual Funds	—	—	$224K	1.6%
Hartford Mutual Funds The Hartford Dividend and Growth Fund Class R6	Other securities	—	—	$219K	1.6%
Fidelity Investments Fidelity Freedom Index 2060 Fund Premier Class	Mutual Funds	—	—	$218K	1.6%
Victory Capital Victory Sycamore Established Value Fund Class I	Other securities	—	—	$192K	1.4%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$166K	1.2%
T. Rowe Price T. Rowe Price Health Sciences Fund Class I	Other securities	—	—	$112K	0.8%
AllianceBernstein AB Small Cap Growth Portfolio Class I	Other securities	—	—	$110K	0.8%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$97K	0.7%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$94K	0.7%
American Funds American Funds New World Fund Class R6	Mutual Funds	—	—	$90K	0.7%
PGIM Investments PGIM Jennison International Opportunities Fund Class R6	Other securities	—	—	$88K	0.6%
American Funds American Funds Bond Fund of America Fund Class R6	Mutual Funds	—	—	$86K	0.6%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$86K	0.6%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	Mutual Funds	—	—	$69K	0.5%
Fidelity Investments Fidelity Freedom Index 2065 Fund Premier Class	Mutual Funds	—	—	$54K	0.4%
Hartford Mutual Funds The Hartford Strategic Income Fund Class R6	Other securities	—	—	$21K	0.1%
Invesco Gold & Special Minerals Fund Class R6	Mutual Funds	—	—	$6K	<0.1%
BlackRock Inflation Protected Bond Fund Class K	Other securities	—	—	$6K	<0.1%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$3K	<0.1%