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Original filing (PDF)20251014100715NAL0002580449001
BUTLER/TILL, INC.
Form 5500
FILING_RECEIVED
BUTLER/TILL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
296
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
18 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTLER/TILL, INC..
Plan sponsor
Name
BUTLER/TILL, INC.
EIN
16-1542581
Address
260 EAST BROAD STREET · ROCHESTER, NY · 14604
Phone
(585) 770-3794
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STIFEL NICOLAUS & COMPANY INC | 43-0538770 | — | INVESTMENT ADVISORY | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $56K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
18 direct securities · 2 pooled funds· $27.2M(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
$23.1M
18 holdings
Common Collective Trust
$4.1M
1 holding
Pooled Separate Account
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Global Investors Trust Company | — | — | — | $4.1M | 17.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.1M | 17.8% | |
| Fidelity Investments | — | — | — | $3.1M | 13.2% | |
| PGIM Investments | — | — | — | $2.8M | 12.0% | |
| Fidelity Investments | — | — | — | $2.7M | 11.7% | |
| MFS Investment Management | — | — | — | $1.9M | 8.4% | |
| AllianceBernstein | — | — | — | $1.3M | 5.6% | |
| American Funds | — | — | — | $928K | 4.0% | |
| Fidelity Investments | — | — | — | $874K | 3.8% | |
| MFS Investment Management | — | — | — | $846K | 3.7% | |
| Dimensional Fund Advisors | — | — | — | $846K | 3.7% | |
| MFS Investment Management | — | — | — | $726K | 3.1% | |
| American Funds | — | — | — | $641K | 2.8% | |
| Janus International Holding, LLC. | — | — | — | $535K | 2.3% | |
| Columbia | — | — | — | $532K | 2.3% | |
| American Funds | — | — | — | $524K | 2.3% | |
| PGIM Investments | — | — | — | $359K | 1.6% | |
| Butler/Till, Inc. 401(k) Plan | — | — | — | $218K | 0.9% | |
| MFS Investment Management | — | — | — | $147K | 0.6% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $1K | <0.1% |