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Original filing (PDF)20251015065649NAL0003943457001
BUNCH BUSINESS SERVICES, LLC
Form 5500
FILING_RECEIVED
X.O. BUNCH ORGANIZATIONS 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
85
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
24 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 (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUNCH BUSINESS SERVICES, LLC.
Plan sponsor
Name
BUNCH BUSINESS SERVICES, LLC
EIN
32-0288319
Address
6841 BULLDOG DRIVE · NORTH CHARLESTON, SC · 29406
Phone
(843) 737-9144
Industry
Retail 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
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
DCPAS LLC DBA DAVIS & COMPANY CP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | — | SYRACUSE, NY | ADVISOR | $0 | — |
Investments
21 direct securities · 5 pooled funds· $5.3M(97% 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.
Registered Investment Companies
$5.0M
21 holdings
Common Collective Trust
$380K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $844K | 15.4% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $663K | 12.1% | |
| AC STRAT ALLOC CONS FUND - A 505 REGISTERED INVESTMENT COMPANY ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $635K | 11.6% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $621K | 11.3% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $524K | 9.5% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $437K | 8.0% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $328K | 6.0% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $328K | 6.0% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $272K | 5.0% | |
| AMER CENT FOC GLOB GRTH - A | Registered Investment Companies | — | — | $152K | 2.8% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $107K | 2.0% | |
| AMERCENT ONE CHOICE 2055 A | Registered Investment Companies | — | — | $106K | 1.9% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $79K | 1.4% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $78K | 1.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $50K | 0.9% | |
| AC STRAT ALLOC AGG FUND - A 569 REGISTERED INVESTMENT COMPANY PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $48K | 0.9% | |
| AMERICAN CENTURY SM CAP GRTH-A | Registered Investment Companies | — | — | $18K | 0.3% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $17K | 0.3% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $9K | 0.2% | |
| INV DEVELOP MARKETS-A 481 REGISTERED INVESTMENT COMPANY PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $6K | 0.1% | |
| PARAMETRIC COMMODITY STRAT A | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| LORD ABBETT FUN EQUITY FND - A | Registered Investment Companies | — | — | $3K | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $1K | <0.1% | |
| STATE ST REIT IDX NLS G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 359 | Common Collective Trust | — | — | $749 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $643 | <0.1% |