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Original filing (PDF)20251015110906NAL0005890608001
BUCKEYE POWER SALES CO., INC.
Form 5500
FILING_RECEIVED
BUCKEYE POWER SALES CO., INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
246
Accounts w/ balance
289
Plan assets (EOY)
$24.7M
Net assets (EOY)
$24.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
44 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 BUCKEYE POWER SALES CO., INC..
Plan sponsor
Name
BUCKEYE POWER SALES CO., INC.
EIN
31-4365080
Address
6850 COMMERCE COURT DRIVE · BLACKLICK, OH · 43004
Phone
(614) 328-0812
Industry
Wholesale Tradesee 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
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS | 74-3257877 | — | NONE | $41K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $34K | — |
Investments
39 direct securities · 5 pooled funds· $24.7M(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
$21.0M
39 holdings
Common Collective Trust
$3.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS Schwab U.S. Aggregate Bond Index Schwab 0 | — | — | — | $2.5M | 10.3% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $2.0M | 8.0% | |
| SS Fidelity 500 Index Fund Fidelity 0 | — | — | — | $1.7M | 7.0% | |
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST - · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.4M | 5.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.4M | 5.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $1.3M | 5.2% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $1.2M | 4.7% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.1M | 4.5% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.0M | 4.2% | |
| Vanguard Information Tech Index ETF Vanguard 0 | — | — | — | $972K | 3.9% | |
| SS Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $939K | 3.8% | |
| INTERNATIONAL EQUITY R1 GREAT GRAY TRUST · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $635K | 2.6% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $621K | 2.5% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $570K | 2.3% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $570K | 2.3% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $535K | 2.2% | |
| MID CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $510K | 2.1% | |
| Vanguard Total Stock Market ETF Vanguard 0 | — | — | — | $469K | 1.9% | |
| SS Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $426K | 1.7% | |
| Vanguard Small-Cap Growth ETF Vanguard 0 | — | — | — | $421K | 1.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $399K | 1.6% | |
| (CL) Invesco Small Cap Growth Fund R5 Invesco 0 | — | — | — | $390K | 1.6% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $318K | 1.3% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $309K | 1.3% | |
| SS Schwab Small Cap Index Fund Other Schwab 0 | — | — | — | $288K | 1.2% | |
| Vanguard Interm-Term Bond Index ETF Vanguard 0 | — | — | — | $278K | 1.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $277K | 1.1% | |
| JPMorgan U.S. Equity R6 JP Morgan 0 | — | — | — | $244K | 1.0% | |
| SS Fidelity Emerging Markets Index Fidelity 0 | — | — | — | $227K | 0.9% | |
| DWS RREEF Real Estate Securities Instl DWS 0 | — | — | — | $207K | 0.8% | |
| PIMCO Intl Bond (USDHedged) I PIMCO 0 | — | — | — | $192K | 0.8% | |
| Federated Hermes Opp Hiyld Bnd IS Federated 0 | — | — | — | $191K | 0.8% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | — | — | — | $182K | 0.7% | |
| Vanguard Small Cap Index ETF Vanguard 0 | — | — | — | $178K | 0.7% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $174K | 0.7% | |
| Harbor Small Cap Value Instl Harbor 0 | — | — | — | $114K | 0.5% | |
| American Funds New World R6 American Funds 0 | — | — | — | $94K | 0.4% | |
| American Funds US Government Sec R6 American Funds 0 | — | — | — | $71K | 0.3% | |
| CORE BOND R1 GREAT GRAY TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $68K | 0.3% | |
| Thornburg Strategic Income R6 Thornburg 0 | — | — | — | $60K | 0.2% | |
| Schwab U.S. TIPS ETF Schwab 0 | — | — | — | $59K | 0.2% | |
| Vanguard Small-Cap Value Index ETF Vanguard 0 | — | — | — | $54K | 0.2% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $45K | 0.2% | |
| Vanguard Short-Term Federal Adm Vanguard 0 | — | — | — | $14K | <0.1% |