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Original filing (PDF)20251015083343NAL0004352305001
BINEX
Form 5500
FILING_RECEIVED
BINEX MSD 401K PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
128
Accounts w/ balance
138
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "STATE ST EQUITY 500 INDEX K" is 25% of plan.
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BINEX.
Plan sponsor
Name
BINEX
EIN
95-4514848
Address
19515 S VERMONT AVENUE · TORRANCE, CA · 90502
Phone
(310) 321-3311
Industry
Transportation & Warehousingsee 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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIM & LEE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLMERITS ASSET, LLC | 85-0737245 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
29 direct securities · 1 pooled fund· $12.7M(99% 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.
Registered Investment Companies
$12.3M
29 holdings
Common Collective Trust
$479K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $3.2M | 24.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.6M | 12.1% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $1.5M | 11.9% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $1.4M | 11.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $954K | 7.4% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $553K | 4.3% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $528K | 4.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $479K | 3.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $422K | 3.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $420K | 3.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $283K | 2.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $201K | 1.6% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $200K | 1.6% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $178K | 1.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $136K | 1.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $119K | 0.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $76K | 0.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $75K | 0.6% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $70K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $70K | 0.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $41K | 0.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $40K | 0.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $34K | 0.3% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $30K | 0.2% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $30K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $27K | 0.2% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $20K | 0.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $1K | <0.1% |