Back to filter
Original filing (PDF)20251015155008NAL0002694931001
BEST CONTRACTING SERVICES, INC.
Form 5500
FILING_RECEIVED
BEST CONTRACTING SERVICES, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Signals · 1
11% employer stock
Active participants
87
Accounts w/ balance
133
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
26 pooled trusts
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 11% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BEST CONTRACTING SERVICES, INC..
Plan sponsor
Name
BEST CONTRACTING SERVICES, INC.
EIN
95-3781209
Address
19027 S. HAMILTON AVENUE · GARDENA, CA · 90248
Phone
(310) 328-6969
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
POOLER CPA GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $6K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | — | INVESTMENT ADVISORY-PLAN | $10K | — |
Investments
30 direct securities · 26 pooled funds· $7.6M(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.
Uncategorized
$5.1M
28 holdings
Pooled Separate Account
$2.0M
26 holdings
Common Stocks
$302K
1 holding
Mutual Funds
$193K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American 2050 Target Date Pooled Separate Account ** 431 * American 2055 Target Date Pooled Separate Account ** 431 * American 2060 Target Date Pooled Separate Account ** 431 * American Funds Balanced Retirement Pooled Separate Account | — | — | — | $1.2M | 15.7% | |
| AMERICAN FUNDS BLNCD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $1.2M | 15.7% | |
| Vanguard Value ETF Registered Investment Company | — | — | $455K | $611K | 8.4% | |
| Vanguard Growth ETF Registered Investment Company | — | — | $326K | $517K | 7.1% | |
| Ishares MBS ETF Registered Investment Company | — | — | $341K | $311K | 4.2% | |
| Amazon, Inc. Common Stock | Common Stocks | — | $71K | $302K | 4.1% | |
| Apple, Inc. Common Stock | — | — | $59K | $243K | 3.3% | |
| Ishares TR Core MSCI EAF ETF Registered Investment Company | — | — | $239K | $241K | 3.3% | |
| SPDR Bloomberg 1-3 Month T Bill ETF Registered Investment Company 62 Lord Abbett Short Duration Income FD CL Registered Investment Company | — | — | $210K | $198K | 2.7% | |
| Insurance Contract * Transamerica Stable Value Core Account Insurance Contract | — | — | — | $193K | 2.6% | |
| s/Exchange Traded Funds American Bond Fund Registered Investment Company | Mutual Funds | — | $200K | $193K | 2.6% | |
| Schwab Short-Term US Treasury ETF Registered Investment Company | — | — | $167K | $165K | 2.3% | |
| Vaneck Fallen Angel High Yield Bond ETF Registered Investment Company 12 Xtrackers USD High Yield Corp. Bond ETF Registered Investment Company 15 Ishares Inc. Core MSCI Emerging Mkts ETF Registered Investment Company | — | — | $179K | $159K | 2.2% | |
| Notes Receivable from Participants Maturity dates of 2025 to 2029 Interest rates from 4.25% - 9.50% - | — | — | — | $152K | 2.1% | |
| Ishares 20+ Year Treasury Bond Registered Investment Company | — | — | $150K | $122K | 1.7% | |
| Vanguard Small Cap Value Registered Investment Company | — | — | $102K | $114K | 1.6% | |
| LOOMIS SAYLES INVST GRADE BD RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $112K | 1.5% | |
| Franklin Income Registered Investment Company | — | — | $104K | $106K | 1.5% | |
| STATE STREET U.S. BD INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 416 | Pooled Separate Account | — | — | $101K | 1.4% | |
| Vanguard Short-Term Corporate Bond Registered Investment Company | — | — | $104K | $101K | 1.4% | |
| Vanguard Scottsdale Interm. Registered Investment Company | — | — | $101K | $99K | 1.4% | |
| Vanguard Small Cap Growth Registered Investment Company | — | — | $82K | $89K | 1.2% | |
| MORGAN STANLEY GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $85K | 1.2% | |
| Vanguard Intermediate -Term Gov. Bond Registered Investment Company | — | — | $84K | $84K | 1.2% | |
| STATE STREET RUSSELL LG CAP GR INDE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $83K | 1.1% | |
| Chicago ILL GO Municipal Bond | — | — | $77K | $80K | 1.1% | |
| STATE STREET RUSSELL LG CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 171 | Pooled Separate Account | — | — | $79K | 1.1% | |
| JP Morgan Chase and Co. Common Stock | — | — | $51K | $77K | 1.1% | |
| JPMORGAN EQT INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $75K | 1.0% | |
| Ishares IBOXX Registered Investment Company | — | — | $75K | $65K | 0.9% | |
| Exxon Mobile, Corp. Common Stock | — | — | $40K | $58K | 0.8% | |
| Vanguard Total International Registered Investment Company | — | — | $56K | $57K | 0.8% | |
| Money Market Funds ML Bank Deposit Program Money Market Fund | — | — | $50K | $50K | 0.7% | |
| LORD ABBETT HI YLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 660 | Pooled Separate Account | — | — | $46K | 0.6% | |
| AMERICAN 2030 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $36K | 0.5% | |
| STATE STREET INTERNATNL INDEX RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 004 | Pooled Separate Account | — | — | $31K | 0.4% | |
| Vanguard Intermediate Term Bond ETF Registered Investment Company 58 Invesco Emerging Markets Sov. Debt ETF Registered Investment Company | — | — | $33K | $28K | 0.4% | |
| MACQUARIE INTERNATIONAL CORE EQUITY TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 535 | Pooled Separate Account | — | — | $27K | 0.4% | |
| Ishares TIPS Bond ETF Registered Investment Company | — | — | $24K | $21K | 0.3% | |
| Municipal Bonds Fresno CA PWR Fing Municipal Bond | — | — | $21K | $21K | 0.3% | |
| AMERICAN FUNDS NEW WORLD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $20K | 0.3% | |
| Invesco Preferred ETF Registered Investment Company | — | — | $21K | $18K | 0.2% | |
| STATE STREET RUSSELL SM CAP INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $17K | 0.2% | |
| NEUBERGER BERMAN REAL ESTATE RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 538 | Pooled Separate Account | — | — | $14K | 0.2% | |
| AMERICAN 2045 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 297 | Pooled Separate Account | — | — | $14K | 0.2% | |
| VIRTUS CEREDEX MD-CAP VAL EQT RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 339 | Pooled Separate Account | — | — | $13K | 0.2% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $13K | 0.2% | |
| TRANSAMERICA SMALL CAP VALUE RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 085 | Pooled Separate Account | — | — | $12K | 0.2% | |
| AMERICAN 2035 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $11K | 0.2% | |
| AMERICAN 2025 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $6K | <0.1% | |
| AMERICAN 2010 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 290 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN 2020 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 292 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN 2050 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 298 | Pooled Separate Account | — | — | $431 | <0.1% | |
| AMERICAN 2055 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 299 | Pooled Separate Account | — | — | $431 | <0.1% | |
| AMERICAN 2060 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 300 | Pooled Separate Account | — | — | $431 | <0.1% | |
| AMERICAN 2040 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $427 | <0.1% |
Related plans
Other plans using MERRILL LYNCH LIFE AGENCY, INC.
SMARTRONIX, LLC
SMX 401(K) PLAN
$169.8M · 1,333 participants
NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.
MARINE INDUSTRY RETIREMENT PLAN
$136.2M · 4,068 participants
CAROLINA DEALERSHIPS INC.
CAROLINA DEALERSHIPS INC. 401(K) PLAN
$112.2M · 2,816 participants
PLANSOURCE FINANCIAL SERVICES, INC.
PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN
$80.7M · 1,933 participants
SOUTHEAST PERSONNEL LEASING, INC.
SOUTHEAST PERSONNEL LEASING RETIREMENT SAVINGS PLAN
$46.5M · 2,504 participants
FERREIRA CONSTRUCTION CO., INC.
FERREIRA CONSTRUCTION CO., INC. 401(K) AND PROFIT SHARING PLAN
$38.6M · 594 participants
Similar-size Construction plans
EAST MUSKEGON ROOFING AND SHEET METAL CO.
EAST MUSKEGON ROOFING & SHEET METAL CO 401K PROFIT SHARING PLAN
$7.3M · 11 participants
LAKEVIEW GLASS & MIRROR, INC.
LAKEVIEW GLASS & MIRROR 401(K) PLAN
$7.3M · 61 participants
SLIDE INSURANCE HOLDINGS, INC.
SLIDE INSURANCE HOLDINGS, INC. 401(K) PLAN
$7.3M · 265 participants
ROCKWELL BUILDING SYSTEMS, LLC
ROCKWELL BUILDING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN & TRUST
$7.3M · 113 participants
BUILDING ZONE INDUSTRIES, LLC
BZI 401(K) PROFIT SHARING PLAN
$7.3M · 744 participants
N.F. MANSUETTO & SONS, INC.
MANSUETTO ROOFING 401(K) PROFIT SHARING PLAN
$7.3M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B