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Original filing (PDF)20250826064520NAL0008261873001
BUTORI CORP
Form 5500
FILING_RECEIVED
T & S 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
250
Accounts w/ balance
231
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "14 Empower Trust Company, LLC Northern Trust Collective S&P 500 Index Fund" is 28% of plan.
Helping the score
- Below-peer total fees (30 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTORI CORP.
Plan sponsor
Name
BUTORI CORP
EIN
26-2990470
Address
1050 SOUTH GILBERT ROAD · CHANDLER, AZ · 85285
Phone
(480) 344-6719
Industry
Retail Tradesee all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
Investments
24 direct securities· $5.2M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 14 Empower Trust Company, LLC Northern Trust Collective S&P 500 Index Fund | — | — | — | $1.4M | 27.2% | |
| 7 Empower Trust Company, LLC Drive Balanced Fund | — | — | — | $1.1M | 21.7% | |
| 3 Empower Trust Company, LLC Fidelity Total Bond | — | — | — | $563K | 10.6% | |
| 2 Empower Trust Company, LLC American Funds Europacific | — | — | — | $410K | 7.7% | |
| 22 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2050 | — | — | — | $338K | 6.4% | |
| 8 Empower Trust Company, LLC Drive Income Fund | — | — | — | $265K | 5.0% | |
| 5 Empower Trust Company, LLC Principal SmallCap Growth Fund | — | — | — | $231K | 4.4% | |
| 21 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2045 | — | — | — | $174K | 3.3% | |
| 4 Empower Trust Company, LLC MassMutual MidCap Growth Fund | — | — | — | $171K | 3.2% | |
| 9 Empower Trust Company, LLC MFS MidCap Value Fund | — | — | — | $135K | 2.5% | |
| 20 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2040 | — | — | — | $56K | 1.1% | |
| 1 Empower Trust Company, LLC Allspring Special SmallCap Value Fund | — | — | — | $48K | 0.9% | |
| 11 Empower Trust Company, LLC Northern Trust Collective Russell 1000 Growth Index Fund | — | — | — | $37K | 0.7% | |
| 18 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2030 | — | — | — | $32K | 0.6% | |
| 13 Empower Trust Company, LLC Northern Trust Collective S&P MidCap 400 Index Fund | — | — | — | $28K | 0.5% | |
| 10 Empower Trust Company, LLC Northern Trust All Country World Investable Market Index Fund | — | — | — | $27K | 0.5% | |
| 25 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2065 | — | — | — | $23K | 0.4% | |
| 23 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2055 | — | — | — | $21K | 0.4% | |
| 24 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2060 | — | — | — | $16K | 0.3% | |
| 19 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2035 | — | — | — | $16K | 0.3% | |
| 15 Empower Trust Company, LLC State Street Real Asset Non-Lending Series Fund | — | — | — | $15K | 0.3% | |
| 6 Empower Trust Company, LLC Victory Trivalent International | — | — | — | $10K | 0.2% | |
| 12 Empower Trust Company, LLC Northern Trust Collective Russell 2000 Index Fund | — | — | — | $8K | 0.1% | |
| 16 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2020 ** 144 17 Empower Trust Company, LLC T. Rowe Price Retirement Blend 2025 | — | — | — | $2K | <0.1% |
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