Back to filter
Original filing (PDF)20250915101959NAL0000648483001
CARL BUDDIG AND COMPANY
Form 5500
FILING_RECEIVED
CARL BUDDIG AND COMPANY UNION EMPLOYEE DEFERRED BENEFIT PLAN
401(k) retirement plan
Signals · 2
~103 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,750
Accounts w/ balance
2,751
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 103 bps in Schedule C fees — 256% above peer band of 29 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
006
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
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 | $303K | — |
| CLIFTON LARSON ALLEN | 41-0746749 | — | NONE | $14K | — |
Investments
27 direct securities · 1 pooled fund· $30.4M(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
$25.0M
27 holdings
Common Collective Trust
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $5.4M | 17.6% | |
| Vanguard Funds Vanguard Balanced Index Fund Institutional Shares | — | — | — | $4.9M | 15.8% | |
| Vanguard Funds Vanguard Growth Index Fund Inst | — | — | — | $4.0M | 13.1% | |
| Vanguard Funds Vanguard Target Retirement 2030 Fund | — | — | — | $1.8M | 5.8% | |
| Vanguard Funds Vanguard Total Stock Market Index Fund: Inst'l Shr | — | — | — | $1.7M | 5.6% | |
| Vanguard Funds Vanguard Target Retirement Income | — | — | — | $1.6M | 5.1% | |
| Vanguard Funds Vanguard Target Retirement 2035 Fund | — | — | — | $1.5M | 4.8% | |
| Vanguard Funds Vanguard Target Retirement 2025 Fund | — | — | — | $1.3M | 4.3% | |
| Vanguard Funds Vanguard Target Retirement 2040 Fund | — | — | — | $1.3M | 4.2% | |
| Notes receivable Various Maturity Dates with Interest Ranging from participants 4.25% to 9.50% - | — | — | — | $1.0M | 3.4% | |
| Vanguard Funds Vanguard Target Retirement 2045 Fund | — | — | — | $976K | 3.2% | |
| Vanguard Funds Vanguard Target Retirement 2055 Fund | — | — | — | $906K | 3.0% | |
| Vanguard Funds Vanguard Federal Money Market Fund | — | — | — | $842K | 2.7% | |
| Vanguard Funds Vanguard Target Retirement 2050 Fund | — | — | — | $677K | 2.2% | |
| Vanguard Funds Vanguard Total Bond Market Index Fund: Inst'l Shr | — | — | — | $610K | 2.0% | |
| Vanguard Funds Vanguard Target Retirement 2060 Fund | — | — | — | $584K | 1.9% | |
| Vanguard Funds Vanguard Target Retirement 2065 Fund | — | — | — | $319K | 1.0% | |
| Vanguard Funds Vanguard 500 Index Fund Admiral Shares | — | — | — | $233K | 0.8% | |
| Vanguard Funds Vanguard Target Retirement 2020 Fund | — | — | — | $192K | 0.6% | |
| Vanguard Funds Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $140K | 0.5% | |
| Vanguard Funds Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $96K | 0.3% | |
| Vanguard Funds Vanguard International Value Fund | — | — | — | $65K | 0.2% | |
| Vanguard Funds Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $63K | 0.2% | |
| Vanguard Funds Vanguard Target Retirement 2070 Fund | — | — | — | $50K | 0.2% | |
| Vanguard Funds Vanguard Value Index Fund Admiral Shares | — | — | — | $37K | 0.1% | |
| Vanguard Funds Vanguard Total International Stock Index Fund Admiral Shr | — | — | — | $37K | 0.1% | |
| Vanguard Funds Vanguard Total International Bond Index Fund Admiral Shr | — | — | — | $27K | <0.1% | |
| Vanguard Funds Vanguard Windsor II Fund Admiral Shares | — | — | — | $8K | <0.1% |