Original filing (PDF)20251015110906NAL0005890608001

Buckeye Power Sales Co., Inc.

Name: Buckeye Power Sales Co., Inc. — Buckeye Power Sales, Form 5500 (2024)
Creator: Buckeye Power Sales Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Buckeye Power Sales Co., Inc. 401(k) Plan

401(k) retirement plan · Buckeye Power Sales Co., Inc.'s Buckeye Power Sales Co., Inc. 401(k) Plan held $24.7M in plan assets for 246 participants in 2024, with Ascensus as recordkeeper.

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

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUCKEYE POWER SALES CO., INC..

Plan sponsor

Name

BUCKEYE POWER SALES CO., INC.

EIN

31-4365080all filings

Address

6850 COMMERCE COURT DRIVE · BLACKLICK, OH · 43004

Phone

(614) 328-0812

Industry

Wholesale Trade

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$34K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER GLOBAL ADVISORS	74-3257877	—	NONE	$41K	—

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.

Mutual Funds

$16.3M

29 holdings

Common Collective Trust

$3.7M

5 holdings

Common Collective Trusts

$3.2M

3 holdings

Other securities

$1.1M

6 holdings

Participant loans

$399K

1 holding

					% of plan
SS Schwab U.S. Aggregate Bond Index Schwab 0	Mutual Funds	—	—	$2.5M	10.3%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Mutual Funds	—	—	$2.0M	8.0%
SS Fidelity 500 Index Fund Fidelity 0	Common Collective Trusts	—	—	$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	Mutual Funds	—	—	$1.4M	5.5%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Mutual Funds	—	—	$1.3M	5.2%
Vanguard S&P 500 ETF Vanguard 0	Common Collective Trusts	—	—	$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	Mutual Funds	—	—	$1.0M	4.2%
Vanguard Information Tech Index ETF Vanguard 0	Mutual Funds	—	—	$972K	3.9%
SS Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$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	Mutual Funds	—	—	$621K	2.5%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Mutual Funds	—	—	$570K	2.3%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Mutual Funds	—	—	$570K	2.3%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Mutual Funds	—	—	$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	Mutual Funds	—	—	$469K	1.9%
SS Vanguard Mid Cap Index Adm Vanguard 0	Mutual Funds	—	—	$426K	1.7%
Vanguard Small-Cap Growth ETF Vanguard 0	Mutual Funds	—	—	$421K	1.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$399K	1.6%
(CL) Invesco Small Cap Growth Fund R5 Invesco 0	Mutual Funds	—	—	$390K	1.6%
American Funds Trgt Date Ret 2065 R6 American Funds 0	Mutual Funds	—	—	$318K	1.3%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Mutual Funds	—	—	$309K	1.3%
SS Schwab Small Cap Index Fund Other Schwab 0	Common Collective Trusts	—	—	$288K	1.2%
Vanguard Interm-Term Bond Index ETF Vanguard 0	Mutual Funds	—	—	$278K	1.1%
Carillon Eagle Mid Cap Growth R6 Carillon 0	Other securities	—	—	$277K	1.1%
JPMorgan U.S. Equity R6 JP Morgan 0	Other securities	—	—	$244K	1.0%
SS Fidelity Emerging Markets Index Fidelity 0	Mutual Funds	—	—	$227K	0.9%
DWS RREEF Real Estate Securities Instl DWS 0	Other securities	—	—	$207K	0.8%
PIMCO Intl Bond (USDHedged) I PIMCO 0	Mutual Funds	—	—	$192K	0.8%
Federated Hermes Opp Hiyld Bnd IS Federated 0	Other securities	—	—	$191K	0.8%
Vanguard Mid Cap Index ETF Vanguard 0	Mutual Funds	—	—	$182K	0.7%
Vanguard Small Cap Index ETF Vanguard 0	Mutual Funds	—	—	$178K	0.7%
Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$174K	0.7%
Harbor Small Cap Value Instl Harbor 0	Other securities	—	—	$114K	0.5%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$94K	0.4%
American Funds US Government Sec R6 American Funds 0	Mutual Funds	—	—	$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	Other securities	—	—	$60K	0.2%
Schwab U.S. TIPS ETF Schwab 0	Mutual Funds	—	—	$59K	0.2%
Vanguard Small-Cap Value Index ETF Vanguard 0	Mutual Funds	—	—	$54K	0.2%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Mutual Funds	—	—	$45K	0.2%
Vanguard Short-Term Federal Adm Vanguard 0	Mutual Funds	—	—	$14K	<0.1%