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Original filing (PDF)20251015113906NAL0002339859001
BUNZL USA, LLC
Form 5500
FILING_RECEIVED
BUNZL USA, LLC DEFERRED SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,596
Accounts w/ balance
8,163
Plan assets (EOY)
$942.3M
Net assets (EOY)
$942.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 62% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUNZL USA, LLC.
Plan sponsor
Name
BUNZL USA, LLC
EIN
13-1884179
Address
ONE CITYPLACE DRIVE, SUITE 200 · ST. LOUIS, MO · 63141
Phone
(314) 997-5959
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $458K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $447K | — |
| QUALIFIED PLAN ADVISORS | 82-1364595 | — | NONE | $9K | — |
Investments
2 direct securities · 15 pooled funds· $463.3M(49% 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.
Common Collective Trust
$401.9M
15 holdings
Uncategorized
$61.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $67.2M | 7.1% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $49.3M | 5.2% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $48.1M | 5.1% | |
| VFTC RET SAVINGS MASTER TRUST | — | — | — | $45.9M | 4.9% | |
| RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $45.9M | 4.9% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $42.7M | $37.8M | 4.0% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $33.8M | $36.0M | 3.8% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $28.8M | 3.1% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.1M | 2.0% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $17.1M | 1.8% | |
| [DFE: TCW MULTIPLE INVESTMENT TRUST (extraction pending)] | — | — | — | $15.6M | 1.7% | |
| METROPOLITAN WEST TOTAL RETURN BOND SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $15.6M | 1.7% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $14.5M | 1.5% | |
| T. ROWE PRICE U.S. SMALL-CAP CORE E T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $9.9M | 1.1% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.6M | 0.7% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.9M | 0.5% | |
| TARGET RETIREMENT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $894K | <0.1% |