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Original filing (PDF)20251111194047NAL0006637729001
BUNTING GROUP, INC.
Form 5500
FILING_RECEIVED
BUNTING GROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
162
Accounts w/ balance
204
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
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)
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUNTING GROUP, INC..
Plan sponsor
Name
BUNTING GROUP, INC.
EIN
36-2485502
Address
500 S SPENCER PO BOX 468 · NEWTON, KS · 671140468
Phone
(316) 618-5071
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
2025-11-11
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MWA HOLDCO, LLC | 87-1928698 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
| MARINER WEALTH ADVISORS, LLC | 20-4553256 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
Investments
27 direct securities · 1 pooled fund· $23.6M(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.
Registered Investment Companies
$22.5M
27 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $3.1M | 13.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.7M | 11.2% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $2.4M | 10.3% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.4M | 10.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $2.2M | 9.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $1.7M | 7.1% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.7M | 7.0% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $719K | 3.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $593K | 2.5% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $535K | 2.2% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $485K | 2.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $455K | 1.9% | |
| TRP RETIREMENT 2010 I | Registered Investment Companies | — | — | $408K | 1.7% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $399K | 1.7% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $359K | 1.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $313K | 1.3% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $305K | 1.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $293K | 1.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $270K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $256K | 1.1% | |
| TCW METWEST TOTAL RET BOND I | Registered Investment Companies | — | — | $220K | 0.9% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $193K | 0.8% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $158K | 0.7% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $140K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $116K | 0.5% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $71K | 0.3% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $17K | <0.1% |
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