How big is B & B Manufacturing Co., Inc.'s plan?

B & B Manufacturing Co., Inc.'s plan reported $16.2M in assets and 209 participants for 2024.

Original filing (PDF)20250822130043NAL0005308417001

B & B Manufacturing Co., Inc.

Name: B & B Manufacturing Co., Inc. — B & B Manufacturing, Form 5500 (2024)
Creator: B & B Manufacturing Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

B & B Manufacturing Co., Inc. 401(k) Plan

401(k) retirement plan · B & B Manufacturing Co., Inc.'s B & B Manufacturing Co., Inc. 401(k) Plan held $16.2M in plan assets for 209 participants in 2024, with Empower as recordkeeper.

Active participants

209

Accounts w/ balance

226

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

People on this filing

Fred Duncan signed B & B Manufacturing Co., Inc.'s 2024 Form 5500 as plan administrator.

Fred Duncan — 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

B & B Manufacturing Co., Inc.'s EIN is 95-2076912.

EIN 95-2076912

Plan number 001

Plan year 2024

ACK ID 20250822130043NAL0005308417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for B & B Manufacturing Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

B & B Manufacturing Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for B & B MANUFACTURING CO., INC..

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How this plan invests

This plan

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Total administrative cost in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

B & B MANUFACTURING CO., INC.

EIN

all filings

Address

27940 BEALE COURT · VALENCIA, CA · 913551210

Phone

(661) 257-2161

Industry

Manufacturing

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

2025-08-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

HEDMAN PARTNERS LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$30K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$17K	—
ASCENSUS HOLDINGS, INC.	—	SAN DIEGO, CA	CONTRACT ADMINISTRATOR	$4K	—

Advisor / Consultant

Investments

48 direct securities· $16.2M(100% of reported assets)

Mutual Funds

$9.9M

26 holdings

Other securities

$2.1M

16 holdings

Stable Value

$1.8M

1 holding

Common Collective Trusts

$1.6M

2 holdings

Bonds / Notes

$857K

1 holding

Common Stocks

$92K

1 holding

U.S. Treasuries

$4K

1 holding

					% of plan
Key Guaranteed Portfolio Fund Guaranteed Investment Contract -	Stable Value	—	—	$1.8M	10.8%
Nuveen Lifecycle Index 2030 R6 Mutual Fund -	Mutual Funds	—	—	$1.4M	8.4%
iShares S&P 500 Index K Mutual Fund -	Common Collective Trusts	—	—	$1.3M	8.2%
Nuveen Lifecycle Index 2045 R6 Mutual Fund -	Mutual Funds	—	—	$1.2M	7.4%
MFS Growth R6 Mutual Fund -	Mutual Funds	—	—	$1.0M	6.4%
MFS Growth Allocation R4 Mutual Fund -	Mutual Funds	—	—	$894K	5.5%
Notes receivable from participants 4.25% - 9.50% -	Bonds / Notes	—	—	$857K	5.3%
Nuveen Lifecycle Index 2055 R6 Mutual Fund -	Mutual Funds	—	—	$820K	5.1%
MFS Moderate Allocation R4 Mutual Fund -	Mutual Funds	—	—	$752K	4.6%
Nuveen Lifecycle Index 2050 R6 Mutual Fund -	Mutual Funds	—	—	$603K	3.7%
iShares MSCI Total International Index K Mutual Fund -	Other securities	—	—	$573K	3.5%
iShares U.S. Aggregate Bond Index K Mutual Fund -	Other securities	—	—	$540K	3.3%
Nuveen Lifecycle Index 2040 R6 Mutual Fund -	Mutual Funds	—	—	$489K	3.0%
Nuveen Lifecycle Index Retirement Inc R6 Mutual Fund -	Mutual Funds	—	—	$449K	2.8%
Nuveen Lifecycle Index 2035 R6 Mutual Fund -	Mutual Funds	—	—	$434K	2.7%
Invesco Global R6 Mutual Fund -	Mutual Funds	—	—	$426K	2.6%
Nuveen Lifecycle Index 2025 R6 Mutual Fund -	Mutual Funds	—	—	$360K	2.2%
iShares Russell Mid-Cap Index K Mutual Fund -	Other securities	—	—	$302K	1.9%
MFS Conservative Allocation R4 Mutual Fund -	Mutual Funds	—	—	$278K	1.7%
iShares Russell 2000 Small-Cap Index K Mutual Fund -	Common Collective Trusts	—	—	$251K	1.5%
T. Rowe Price Overseas Stock I Mutual Fund -	Other securities	—	—	$176K	1.1%
PGIM High-Yield R6 Mutual Fund -	Other securities	—	—	$150K	0.9%
American Funds 2035 Target Date Retire R6 Mutual Fund -	Mutual Funds	—	—	$137K	0.8%
Nuveen Lifecycle Index 2020 R6 Mutual Fund -	Mutual Funds	—	—	$127K	0.8%
JPMorgan US Equity R6 Mutual Fund -	Other securities	—	—	$118K	0.7%
American Funds American Mutual R6 Mutual Fund -	Mutual Funds	—	—	$93K	0.6%
PGIM Jennison Small Company R6 Mutual Fund -	Common Stocks	—	—	$92K	0.6%
Nuveen Lifecycle Index 2260 R6 Mutual Fund -	Mutual Funds	—	—	$82K	0.5%
American Funds 2050 Target Date Retire R6 Mutual Fund -	Mutual Funds	—	—	$69K	0.4%
Neuberger Berman Mid Cap Growth R6 Mutual Fund -	Other securities	—	—	$63K	0.4%
PIMCO Income Instl Mutual Fund -	Mutual Funds	—	—	$63K	0.4%
Nuveen Lifecycle Index 2015 R6 Mutual Fund -	Mutual Funds	—	—	$42K	0.3%
PIMCO Commodity Real Return Strategy Instl Mutual Fund -	Mutual Funds	—	—	$40K	0.2%
Impax Ellevate Global Women's Lead Inst Mutual Fund -	Other securities	—	—	$36K	0.2%
American Funds 2030 Target Date Retire R6 Mutual Fund -	Mutual Funds	—	—	$33K	0.2%
American Funds 2040 Target Date Retire R6 Mutual Fund -	Mutual Funds	—	—	$33K	0.2%
Invesco Real Estate R6 Mutual Fund -	Mutual Funds	—	—	$29K	0.2%
Lord Abbett Short Duration Income R6 Mutual Fund -	Mutual Funds	—	—	$26K	0.2%
BlackRock Total Return K Mutual Fund -	Other securities	—	—	$24K	0.1%
BlackRock Inflation Protected Bond K Mutual Fund -	Other securities	—	—	$21K	0.1%
Ariel Fund Mutual Fund -	Other securities	—	—	$18K	0.1%
VanEck Emerging Markets I Mutual Fund -	Other securities	—	—	$16K	0.1%
Parnassus Mid-Cap Mutual Fund	Other securities	—	—	$16K	<0.1%
American Funds 2055 Target Date Retire R6 Mutual Fund -	Mutual Funds	—	—	$5K	<0.1%
JPMorgan Government Bond R6 Mutual Fund -	U.S. Treasuries	—	—	$4K	<0.1%
Victory Trivalent International Small-Cap I Mutual Fund -	Other securities	—	—	$3K	<0.1%
Western Asset Core Bond I Mutual Fund -	Other securities	—	—	$3K	<0.1%
Allspring Special Mid Cap Value R6 Mutual Fund -	Other securities	—	—	$3K	<0.1%