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Original filing (PDF)20251015083850NAL0002116195001
BUDDOBOT,INC.
Form 5500
FILING_RECEIVED
BUDDOBOT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
128
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
1 pooled trust
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUDDOBOT,INC..
Plan sponsor
Name
BUDDOBOT,INC.
EIN
26-2956918
Address
4 EAGLE CENTER · SUITE 2 · OFALLON, IL · 62234
Phone
(618) 223-6475
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
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $6.5M(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
$4.3M
19 holdings
Registered Investment Companies
$2.1M
11 holdings
Common Collective Trust
$35K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2025 Fund Mutual Fund NR | — | — | — | $868K | 13.4% | |
| State Street Target Retirement 2055 Fund Mutual Fund NR | — | — | — | $585K | 9.0% | |
| State Street Target Retirement 2030 Fund Mutual Fund NR | — | — | — | $508K | 7.9% | |
| State Street Target Retirement 2045 Fund Mutual Fund NR | — | — | — | $445K | 6.9% | |
| JPM EQ INCOME FD R3 | Registered Investment Companies | — | — | $433K | 6.7% | |
| State Street Equity 500 index Fund Mutual Fund NR | — | — | — | $410K | 6.4% | |
| INVESCO CORE BND A | Registered Investment Companies | — | — | $349K | 5.4% | |
| AM FND THE GROWTH FND OF AM-R3 | Registered Investment Companies | — | — | $302K | 4.7% | |
| State Street Target Retirement 2050 Fund Mutual Fund NR | — | — | — | $297K | 4.6% | |
| JPM US Equity Fund Mutual Fund NR | — | — | — | $252K | 3.9% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $251K | 3.9% | |
| State Street Target Retirement 2035 Fund Mutual Fund NR | — | — | — | $245K | 3.8% | |
| State Street Small/Mid Cap Equity Index Fund Mutual Fund NR | Registered Investment Companies | — | — | $214K | 3.3% | |
| STATE ST TARGET RET 2040 R3 | Registered Investment Companies | — | — | $213K | 3.3% | |
| State Street Target Retirement 2060 Fund Mutual Fund NR | — | — | — | $197K | 3.1% | |
| Allspring Special Small Cap Value Fund Mutual Fund NR | Registered Investment Companies | — | — | $185K | 2.9% | |
| State Street Aggregate Bond Index Fund Mutual Fund NR | — | — | — | $132K | 2.0% | |
| MFS Total Return Fund Mutual Fund NR | — | — | — | $127K | 2.0% | |
| JPMorgan US Small Company Fund Mutual Fund NR | Registered Investment Companies | — | — | $96K | 1.5% | |
| State Street Target Retirement 2020 Fund Mutual Fund NR | — | — | — | $79K | 1.2% | |
| Various, bearing interest from Participant loans 5.25% to 10.50% - | — | — | — | $76K | 1.2% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $62K | 1.0% | |
| JPMorgan Mid Cap Value Fund Mutual Fund NR | — | — | — | $58K | 0.9% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $35K | 0.5% | |
| State Street Target Retirement 2065 Fund Mutual Fund NR | — | — | — | $15K | 0.2% | |
| State Street Global All Cap Equity ex-U.S. Index Fund Mutual Fund NR | — | — | — | $15K | 0.2% | |
| SST GLOBAL AC EQ EX-US IDX A | Registered Investment Companies | — | — | $15K | 0.2% | |
| State Street Target Retirement Fund Mutual Fund NR | Registered Investment Companies | — | — | $12K | 0.2% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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