How big is BFS, Inc.'s plan?

BFS, Inc.'s plan reported $32.2M in assets and 626 participants for 2024.

Original filing (PDF)20250805160228NAL0001310195001

BFS, Inc.

Name: BFS, Inc. — Profit Sharing Plan of BFS, Inc., Form 5500 (2024)
Creator: BFS, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Profit Sharing Plan of BFS, Inc.

401(k) retirement plan · BFS, Inc.'s Profit Sharing Plan of BFS, Inc. held $32.2M in plan assets for 626 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

626

Accounts w/ balance

440

Plan assets (EOY)

$32.2M

Net assets (EOY)

$32.2M

People on this filing

Aimee RODD signed BFS, Inc.'s 2024 Form 5500 as plan administrator.

Aimee RODD — 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

BFS, Inc.'s EIN is 99-0181311.

EIN 99-0181311

Plan number 001

Plan year 2024

ACK ID 20250805160228NAL0001310195001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BFS, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Plan sponsor

Name

BFS, INC.

EIN

all filings

Address

2810 PA'A STREET, BLDG. A · HONOLULU, HI · 96819

Phone

(808) 838-7773

Industry

Retail Trade

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

2025-08-05

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

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

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$38K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISOR	$7K	—

Investments

28 direct securities· $32.2M(100% of reported assets)

Mutual Funds

$25.1M

18 holdings

Other securities

$3.6M

6 holdings

Common Collective Trusts

$2.6M

2 holdings

Participant loans

$593K

1 holding

Common Stocks

$365K

1 holding

					% of plan
Fidelity Freedom Index 2040 Mutual fund +	Mutual Funds	—	—	$3.9M	12.2%
Fidelity Freedom Index 2030 Mutual fund +	Mutual Funds	—	—	$3.7M	11.4%
Fidelity Blue Chip Growth K Mutual fund +	Mutual Funds	—	—	$2.9M	8.9%
Fidelity Freedom Index 2035 Mutual fund +	Mutual Funds	—	—	$2.3M	7.2%
Fidelity Freedom Index 2020 Mutual fund +	Mutual Funds	—	—	$2.0M	6.1%
Fidelity Freedom Index 2045 Mutual fund +	Mutual Funds	—	—	$2.0M	6.1%
Fidelity Money Market Money market fund +	Mutual Funds	—	—	$1.9M	5.8%
Fidelity 500 Index Mutual fund +	Common Collective Trusts	—	—	$1.7M	5.2%
American Century Select R6 Mutual fund +	Other securities	—	—	$1.6M	5.0%
Fidelity Freedom Index 2025 Mutual fund +	Mutual Funds	—	—	$1.2M	3.7%
Fidelity Freedom Index 2050 Mutual fund +	Mutual Funds	—	—	$1.2M	3.7%
Fidelity Mid Cap Stock K Mutual fund +	Mutual Funds	—	—	$1.0M	3.2%
Fidelity International Index Fund Mutual fund +	Common Collective Trusts	—	—	$927K	2.9%
PGIM High Yield Fund R6 Mutual fund +	Other securities	—	—	$836K	2.6%
Fidelity Freedom Index 2055 Mutual fund +	Mutual Funds	—	—	$794K	2.5%
JPMorgan Mid Cap Growth Fund R6 Mutual fund +	Other securities	—	—	$724K	2.2%
Fidelity US Bond Index Mutual fund +	Mutual Funds	—	—	$721K	2.2%
Participant loans Notes receivable made to participants --	Participant loans	—	—	$593K	1.8%
Fidelity Small Cap Growth Mutual fund +	Mutual Funds	—	—	$491K	1.5%
Fidelity Freedom Index 2060 Mutual fund +	Mutual Funds	—	—	$374K	1.2%
American Century Equity Inc Mutual fund +	Common Stocks	—	—	$365K	1.1%
Fidelity Freedom Index 2010 Mutual fund +	Mutual Funds	—	—	$359K	1.1%
VANG STR SMCP EQ INV Mutual fund +	Other securities	—	—	$271K	0.8%
Fidelity Freedom Index 2015 Mutual fund +	Mutual Funds	—	—	$202K	0.6%
American Fund New World R6 Mutual fund +	Other securities	—	—	$143K	0.4%
Fidelity Freedom Index Income Fund Mutual fund +	Mutual Funds	—	—	$70K	0.2%
Fidelity Freedom Index 2065 Mutual fund +	Mutual Funds	—	—	$66K	0.2%
Oakmark Fund R6 Mutual fund +	Other securities	—	—	$1K	<0.1%