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Original filing (PDF)20251007133622NAL0004840065001
BPS SUPPLY GROUP
Form 5500
FILING_RECEIVED
BPS SUPPLY GROUP EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
100% in single holding~29301 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$379K
Net assets (EOY)
$244K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "UMB Financial Corp. Insured Money Market Account" is 100% of plan.
- 29301 bps in Schedule C fees — 18445% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
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
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Welfare benefit codes
4A · Health (other than dental or vision)
4Q · Other
Audit & trust (Schedule H)
Auditor
YOUNG OAKS BROWN & CO PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHNOW | — | BLUE BELL, PA | NONE | $1.1M | — |
| TRION GROUP, A MARSH & MCLENNAN | 26-3237576 | CONSHOHOCKEN, PA | NONE | $0 | — |
| THE BENECON GROUP, LLC | 23-1315351 | LITITZ, PA | NONE | $0 | — |
| CONNECTCARE3, LLC | 26-1768616 | LITITZ, PA | NONE | $0 | — |
Investments
1 direct security· $378K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Financial Corp. Insured Money Market Account | — | — | $378K | $378K | 99.7% |