· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BUNBURY & ASSOCIATES, INC. — TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710151033NAL0008796640001
BUNBURY & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
5
Plan assets (EOY)
$285K
Net assets (EOY)
$285K
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BUNBURY & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
BUNBURY & ASSOCIATES, INC.
EIN
20-4022905
Address
2970 CHAPEL VALLEY RD, SUITE 104 · MADISON, WI · 53711
Phone
(608) 441-7777
Industry
Professional & Technical Services
see all
Plan administrator
Name
TPC QUALIFIED PLANS LLC
EIN
26-2312094
City
CHARLOTTE, NC
Phone
(888) 505-4484
Plan characteristics
Plan number
020
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
LHG PAYROLL LLC
LHG PAYROLL 401(K) PROFIT SHARING PLAN
$287K · 194 participants
DENALI HR, LLC
DENALI HR 401(K) MULTIPLE EMPLOYER PLAN
$282K · 28 participants
PRECISELY PAYROLL INCORPORATED
PRECISELY PAYROLL INC. 401(K) PLAN
$281K · 9 participants
GALLETTA LAW FIRM, PLLC
GALLETTA LAW FIRM, PLLC 401(K) PROFIT SHARING PLAN AND TRUST
$280K · 4 participants
CUTE SMILES 4 KIDS OF SAN ANTONIO, LLC
CUTE SMILES 4 KIDS, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$280K · 12 participants
IGNITE HCM LLC
IGNITE HCM LLC 401K PLAN
$276K · 19 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
