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Original filing (PDF)20260123084020NAL0007149459001
BUSCH'S, INC.
Form 5500
FILING_RECEIVED
BUSCH'S INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.2 mo
Active participants
1,575
Accounts w/ balance
1,056
Plan assets (EOY)
$36.7M
Net assets (EOY)
$36.7M
How this plan invests
This plan
17 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
91
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Filed 2.2 months past the 10.5-month grace window.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSCH'S, INC..
Plan sponsor
Name
BUSCH'S, INC.
EIN
38-2075818
Address
2240 S. MAIN ST. · ANN ARBOR, MI · 48103
Phone
(734) 429-6100
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-23
Pension benefit codes
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)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $53K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BTVK, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
10 direct securities · 17 pooled funds· $43.0M(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.
Common Collective Trust
$25.6M
17 holdings
Uncategorized
$16.8M
9 holdings
Mutual Funds
$621K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 001 | Common Collective Trust | — | — | $5.8M | 15.9% | |
| FLEXPATH AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $4.8M | 13.2% | |
| FlexPATH Index Aggressive Retirement Fund Class N/R | — | — | — | $4.8M | 13.2% | |
| Fidelity Investments 500 Index N/R | — | — | — | $4.1M | 11.0% | |
| FLEXPATH AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $3.4M | 9.4% | |
| FLEXPATH AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $2.9M | 8.0% | |
| Fidelity Investments Low Priced Stock N/R | — | — | — | $2.8M | 7.7% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $2.6M | 7.2% | |
| Great Gray Putnam Large Cap Value Fund N/R | — | — | — | $2.1M | 5.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 5.6% | |
| FLEXPATH AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1.9M | 5.1% | |
| Fidelity Investments Small Cap Independent N/R | — | — | — | $1.7M | 4.6% | |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $1.4M | 3.8% | |
| Money Market Fund * Fidelity Investments Government Money Market N/R | — | — | — | $1.1M | 2.9% | |
| American Funds Bond Fund of America R6 N/R | Mutual Funds | — | — | $621K | 1.7% | |
| FLEXPATH AGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $261K | 0.7% | |
| SMALL CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $165K | 0.5% | |
| Fidelity Investments Extended Market Index Fund N/R | — | — | — | $142K | 0.4% | |
| Notes Receivable From Participants * Participant loans Interest rates between 4.25 - 9.50% $0 | — | — | — | $55K | 0.1% | |
| Fidelity Investments Total International Index Fund N/R | — | — | — | $50K | 0.1% | |
| FLEXPATH CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $33K | <0.1% | |
| FLEXPATH MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $31K | <0.1% | |
| FLEXPATH MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $28K | <0.1% | |
| FLEXPATH CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $28K | <0.1% | |
| FLEXPATH MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $27K | <0.1% | |
| FLEXPATH CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $14K | <0.1% | |
| FLEXPATH AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |