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Original filing (PDF)20250915101633NAL0000646003001
CARL BUDDIG AND COMPANY
Form 5500
FILING_RECEIVED
CARL BUDDIG AND COMPANY DEFERRED BENEFIT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
741
Accounts w/ balance
1,088
Plan assets (EOY)
$123.5M
Net assets (EOY)
$123.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARL BUDDIG AND COMPANY.
Plan sponsor
Name
CARL BUDDIG AND COMPANY
EIN
36-2169888
Address
18601 NORTH CREEK DRIVE · TINLEY PARK, IL · 60477
Phone
(708) 335-7927
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $139K | — |
| CLIFTON LARSON ALLEN | 41-0746749 | — | NONE | $14K | — |
Investments
28 direct securities · 1 pooled fund· $121.7M(99% 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
$113.6M
28 holdings
Common Collective Trust
$8.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard Total Stock Market Index Fund: Inst'l Shr | — | — | — | $19.8M | 16.0% | |
| Vanguard Funds Vanguard Growth Index Fund Inst | — | — | — | $16.4M | 13.3% | |
| Vanguard Funds Vanguard Target Retirement 2025 Fund | — | — | — | $8.5M | 6.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.1M | 6.6% | |
| Vanguard Funds Vanguard Balanced Index Fund Institutional Shares | — | — | — | $7.9M | 6.4% | |
| Charles Schwab Charles Schwab Self Directed Brokerage Accounts | — | — | — | $6.1M | 4.9% | |
| Vanguard Funds Vanguard Target Retirement 2045 Fund | — | — | — | $5.7M | 4.6% | |
| Vanguard Funds Vanguard Target Retirement 2035 Fund | — | — | — | $5.4M | 4.4% | |
| Vanguard Funds Vanguard Total Bond Market Index Fund: Inst'l Shr | — | — | — | $5.3M | 4.3% | |
| Vanguard Funds Vanguard Target Retirement 2030 Fund | — | — | — | $4.1M | 3.3% | |
| Vanguard Funds Vanguard Target Retirement 2020 Fund | — | — | — | $3.9M | 3.1% | |
| Vanguard Funds Vanguard Target Retirement 2040 Fund | — | — | — | $3.8M | 3.1% | |
| Vanguard Funds Vanguard Target Retirement 2050 Fund | — | — | — | $3.7M | 3.0% | |
| Vanguard Funds Vanguard Target Retirement 2055 Fund | — | — | — | $3.7M | 3.0% | |
| Vanguard Funds Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $3.7M | 3.0% | |
| Vanguard Funds Vanguard 500 Index Fund Admiral Shares | — | — | — | $3.0M | 2.4% | |
| Notes receivable Various maturity dates with interest ranging from participants 4.25% to 9.50% - | — | — | — | $2.4M | 1.9% | |
| Vanguard Funds Vanguard Target Retirement Income | — | — | — | $1.7M | 1.4% | |
| Vanguard Funds Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $1.6M | 1.3% | |
| Vanguard Funds Vanguard Target Retirement 2060 Fund | — | — | — | $1.5M | 1.2% | |
| Vanguard Funds Vanguard Windsor II Fund Admiral Shares | — | — | — | $1.1M | 0.9% | |
| Vanguard Funds Vanguard Value Index Fund Admiral Shares | — | — | — | $984K | 0.8% | |
| Vanguard Funds Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $981K | 0.8% | |
| Vanguard Funds Vanguard Target Retirement 2065 Fund | — | — | — | $827K | 0.7% | |
| Vanguard Funds Vanguard Federal Money Market Fund | — | — | — | $683K | 0.6% | |
| Vanguard Funds Vanguard International Value Fund | — | — | — | $547K | 0.4% | |
| Vanguard Funds Vanguard Total International Stock Index Fund Admiral Shr | — | — | — | $286K | 0.2% | |
| Vanguard Funds Vanguard Total International Bond Index Fund Admiral Shr | — | — | — | $126K | 0.1% | |
| Vanguard Funds Vanguard Target Retirement 2070 Fund | — | — | — | $72K | <0.1% |