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Original filing (PDF)20251011053919NAL0008359185001
BLUFF CITY MATERIALS, INC.
Form 5500
FILING_RECEIVED
BLUFF CITY MATERIALS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
131
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.1M
How this plan invests
This plan
3 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)
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 BLUFF CITY MATERIALS, INC..
Plan sponsor
Name
BLUFF CITY MATERIALS, INC.
EIN
36-3400100
Address
2252 SOUTHWIND BLVD · BARTLETT, IL · 60103
Phone
(630) 497-8700
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-11
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
CASSELL PLAN AUDITS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $28K | — |
Investments
28 direct securities · 3 pooled funds· $12.0M(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
$10.6M
28 holdings
Common Collective Trust
$1.3M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 23.9% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.0M | 8.5% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $904K | 7.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $735K | 6.1% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $663K | 5.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $536K | 4.4% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $481K | 4.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $424K | 3.5% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $357K | 2.9% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $342K | 2.8% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $310K | 2.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $293K | 2.4% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $285K | 2.3% | |
| INTERNATIONAL GR II R1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $281K | 2.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $273K | 2.3% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $260K | 2.1% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $251K | 2.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $217K | 1.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $214K | 1.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $208K | 1.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $202K | 1.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $198K | 1.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $172K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $116K | 1.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $107K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $92K | 0.8% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $39K | 0.3% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $33K | 0.3% | |
| SMALL CAP VAL II R1 WILMINGTON TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $28K | 0.2% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| BWGLBL GLOBAL OPPS BND FUND IS | Registered Investment Companies | — | — | $2K | <0.1% |
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