How big is Building Automation Products, Inc.'s plan?

Building Automation Products, Inc.'s plan reported $6.7M in assets and 131 participants for 2024.

Original filing (PDF)20251015125518NAL0002440995001

Building Automation Products, Inc.

Name: Building Automation Products, Inc. — Building, Form 5500 (2024)
Creator: Building Automation Products, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Building Automation Products, Inc. 401(k) Plan

401(k) retirement plan · Building Automation Products, Inc.'s Building Automation Products, Inc. 401(k) Plan held $6.7M in plan assets for 131 participants in 2024, with Empower as recordkeeper.

Signals · 2

Non-clean audit opinion~84 bps in Sched C fees

Active participants

131

Accounts w/ balance

143

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Building Automation Products, Inc.'s EIN is 39-1773069.

EIN 39-1773069

Plan number 001

Plan year 2024

ACK ID 20251015125518NAL0002440995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Building Automation Products, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Building Automation Products, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUILDING AUTOMATION PRODUCTS, INC..

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How this plan invests

This plan

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Plan sponsor

Name

BUILDING AUTOMATION PRODUCTS, INC.

EIN

all filings

Address

750 N ROYAL AVE. · GAYS MILLS, WI · 54631

Phone

(608) 735-4800

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	NONE	$15K	—
EMPOWER ADVISORY GROUP	—	GREENWOOD VILLAGE, CO	NONE	$728	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
PARK CAPITAL MANAGEMENT LLC

Investments

30 direct securities· $6.7M(100% of reported assets)

Mutual Funds

$4.6M

18 holdings

Common Collective Trusts

$1.4M

2 holdings

Other securities

$763K

10 holdings

					% of plan
American Funds 2045 Target Date Retire R6	Mutual Funds	—	—	$1.4M	20.4%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$912K	13.5%
American Funds 2035 Target Date Retire R6	Mutual Funds	—	—	$671K	10.0%
American Funds 2030 Target Date Retire R6	Mutual Funds	—	—	$489K	7.3%
Vanguard Mid Cap Index Fund - Admiral	Common Collective Trusts	—	—	$454K	6.7%
Vanguad Small Cap Index Adm	Other securities	—	—	$415K	6.2%
American Funds 2025 Target Date Retire R6	Mutual Funds	—	—	$362K	5.4%
American Funds 2055 Target Date Retire R6	Mutual Funds	—	—	$359K	5.3%
Vanguard Developed Markets Index Admiral	Mutual Funds	—	—	$264K	3.9%
American Funds 2050 Target Date Retire R6	Mutual Funds	—	—	$231K	3.4%
American Funds 2060 Target Date Retire R6	Mutual Funds	—	—	$216K	3.2%
American Funds Capital World Bond R6	Mutual Funds	—	—	$199K	3.0%
Key Guaranteed Portfolio Fund	Other securities	—	—	$188K	2.8%
American Funds 2040 Target Date Retire R6	Mutual Funds	—	—	$149K	2.2%
American Funds 2065 Target Date Retire R6	Mutual Funds	—	—	$75K	1.1%
American Funds American Balance R6	Mutual Funds	—	—	$71K	1.0%
JPMorgan Growth Advantage R6	Other securities	—	—	$69K	1.0%
American Funds New World R6	Mutual Funds	—	—	$68K	1.0%
American Funds 2020 Target Date Retire R6	Mutual Funds	—	—	$43K	0.6%
Diamond Hill Large Cap Y	Other securities	—	—	$27K	0.4%
Blackrock High Yield Bond Portfolio K	Other securities	—	—	$21K	0.3%
MFS International Growth R6	Mutual Funds	—	—	$15K	0.2%
Janus Henderson Enterprise N	Mutual Funds	—	—	$15K	0.2%
Principal Real Estate Securities Inst	Other securities	—	—	$13K	0.2%
American Century Small Cap Value R6	Other securities	—	—	$12K	0.2%
Blackrock Technology Opportunities Instl	Other securities	—	—	$11K	0.2%
Fidelity Advisor Value Strategies K	Mutual Funds	—	—	$8K	0.1%
Baird Aggregate Bond Inst	Other securities	—	—	$7K	<0.1%
PIMCO Income Instl	Mutual Funds	—	—	$295	<0.1%
Blackrock Health Sciences Opps Instl	Other securities	—	—	$1	<0.1%