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Original filing (PDF)20251216195747NAL0001526595001
BPS SUPPLY GROUP
Form 5500
FILING_RECEIVED
BPS SUPPLY GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
96
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BPS SUPPLY GROUP.
Plan sponsor
Name
BPS SUPPLY GROUP
EIN
95-2546428
Address
3301 ZACHARY AVENUE · SHAFTER, CA · 93263
Phone
(661) 589-9141
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-16
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | — | SAN DIEGO, CA | RECORDKEEPER | $38K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | — | BAKERSFIELD, CA | INVESTMENT ADVISOR | $42K | — |
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $20K | — |
| WELLS FARGO ADVISORS | — | BAKERSFIELD, CA | INVESTMENT ADVISOR | $4K | — |
Investments
35 direct securities · 1 pooled fund· $18.2M
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
$18.1M
35 holdings
Common Collective Trust
$62K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brokerage Securities Participant-Directed Brokerage Account | — | — | — | $3.5M | 19.4% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $3.0M | 16.4% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $2.2M | 11.9% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $2.0M | 10.8% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $1.6M | 9.0% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $1.6M | 8.8% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $1.1M | 6.3% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $1.1M | 6.2% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $744K | 4.1% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $357K | 2.0% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $198K | 1.1% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $132K | 0.7% | |
| AUL Stable Value Account Series A Fully Benefit-Responsive Investment Contract | — | — | — | $105K | 0.6% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund | — | — | — | $104K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $77K | 0.4% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $67K | 0.4% | |
| WILMINGTON TRUST CIT AB US LARGE CA WILMINGTON TRUST, N.A. · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $62K | 0.3% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $52K | 0.3% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | — | $34K | 0.2% | |
| JPMorgan US Equity R6 Mutual Fund | — | — | — | $24K | 0.1% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $24K | 0.1% | |
| Vanguard International Value Inv Mutual Fund | — | — | — | $18K | 0.1% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $12K | <0.1% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Equity-Income Adm Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard LifeStrategy Growth Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Income Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| T. Rowe Price Small-Cap Value I Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $3K | <0.1% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $2K | <0.1% | |
| DoubleLine Core Fixed Income I Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $2K | <0.1% |
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