Original filing (PDF)20250623111506NAL0015301522001

BERNIE J. BUCHNER, INC.

Name: BERNIE J. BUCHNER, INC. — BERNIE J. BUCHNER, INC. 401(K) PLAN, Form 5500 (2024)
Creator: BERNIE J. BUCHNER, INC.

Form 5500-SF

FILING_RECEIVED

BERNIE J. BUCHNER, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERNIE J. BUCHNER, INC..

Plan sponsor

Name

BERNIE J. BUCHNER, INC.

EIN

39-1094576

Address

224 CAUSEWAY BOULEVARD · LACROSSE, WI · 54603

Phone

(608) 784-9000

Industry

Plumbing, Heating, AC Contractors· Constructionsee 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

2025-06-23

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

AABAL HEATING SERVICES SUPPLY IN

AABAL HEATING SERVICES SUPPLY INC. 401(K) PLAN

$1.6M · 19 participants

REED SERVICE COMPANY

REED SERVICE COMPANY 401(K) PLAN

$1.6M · 22 participants

R M NIZZARDI INC

R M NIZZARDI INC 401(K) PROFIT SHARING PLAN & TRUST

$1.6M · 38 participants

ANRON AIR SYSTEMS, INC.

ANRON AIR SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

$1.6M · 8 participants

SIMMONS HEATING PLUMBING & COOLING

SIMMONS PLUMBING & HVAC 401K PLAN