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Original filing (PDF)20251007111027NAL0004482529001
BUTECH, INC.
Form 5500
FILING_RECEIVED
BUTECH, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
311
Accounts w/ balance
294
Plan assets (EOY)
$37.8M
Net assets (EOY)
$37.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 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.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTECH, INC..
Plan sponsor
Name
BUTECH, INC.
EIN
34-1472584
Address
550 S ELLSWORTH AVE · SALEM, OH · 44460
Phone
(330) 337-0000
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $25K | — |
Investments
29 direct securities · 2 pooled funds· $37.8M(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
$35.3M
29 holdings
Common Collective Trust
$2.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FREEDOM 2030 K6 | — | — | — | $6.5M | 17.1% | |
| Fidelity FID FREEDOM 2025 K6 | — | — | — | $6.1M | 16.1% | |
| Fidelity FID FREEDOM 2045 K6 | — | — | — | $4.1M | 10.8% | |
| Fidelity FID FREEDOM 2035 K6 | — | — | — | $3.3M | 8.7% | |
| Fidelity FID FREEDOM 2040 K6 | — | — | — | $3.0M | 8.0% | |
| Fidelity FID 500 INDEX | — | — | — | $2.6M | 6.8% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.8% | |
| Fidelity FID FREEDOM 2050 K6 | — | — | — | $1.6M | 4.3% | |
| Fidelity FID FREEDOM 2055 K6 | — | — | — | $1.4M | 3.6% | |
| Fidelity FID FREEDOM 2020 K6 | — | — | — | $982K | 2.6% | |
| Fidelity FID FREEDOM 2060 K6 | — | — | — | $900K | 2.4% | |
| JP Morgan JPM EQUITY INCOME R6 | — | — | — | $695K | 1.8% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $658K | 1.7% | |
| Fidelity FID INTL INDEX | — | — | — | $610K | 1.6% | |
| Participants Participant Loans Rates from 4.25% to 9.50% | — | — | — | $446K | 1.2% | |
| American Century AM CENT SMCAP VAL R6 | — | — | — | $367K | 1.0% | |
| MFS MID CAP VALUE R6 | — | — | — | $360K | 1.0% | |
| Fidelity FID FREEDOM 2015 K6 | — | — | — | $323K | 0.9% | |
| Fidelity FID SM CAP IDX | — | — | — | $317K | 0.8% | |
| Fidelity FID MID CAP IDX | — | — | — | $300K | 0.8% | |
| Fidelity FID US BOND IDX | — | — | — | $290K | 0.8% | |
| Fidelity FID FREEDOM INC K6 | — | — | — | $233K | 0.6% | |
| Dodge & Cox DODGE & COX INCOME X | — | — | — | $226K | 0.6% | |
| Carillon Eagle CRLN E MID CAP GR R6 | — | — | — | $206K | 0.5% | |
| Fidelity FID FREEDOM 2065 K6 | — | — | — | $198K | 0.5% | |
| American Funds AF NEW WORLD R6 | — | — | — | $146K | 0.4% | |
| PIMCO PIM INTL BD US$H I | — | — | — | $78K | 0.2% | |
| Principal PIF SMCP GRTH I R6 | — | — | — | $66K | 0.2% | |
| American Funds AF EUROPAC GROWTH R6 | — | — | — | $29K | <0.1% | |
| Vanguard VAN REAL EST IDX ADM | — | — | — | $11K | <0.1% | |
| American Funds AF INFL LINKED BD R6 | — | — | — | $4K | <0.1% |