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Original filing (PDF)20251013051024NAL0000706433001
BUTLER BROS.
Form 5500
FILING_RECEIVED
BUTLER BROS. 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
166
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 pooled trust
Schedule D
1 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
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: METLIFE GAC (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTLER BROS..
Plan sponsor
Name
BUTLER BROS.
EIN
01-0227197
Address
2001 LISBON ROAD · P.O. BOX 1375 · LEWISTON, ME · 04243
Phone
(207) 784-6875
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
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
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | CUSTODIAN | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $39K | — |
Investments
1 pooled fund· $448K(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE GAC RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 000 | Common Collective Trust | — | — | $448K | 2.6% |
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