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Original filing (PDF)20251015113613NAL0002228051001
BUHLER INC.
Form 5500
FILING_RECEIVED
BUHLER GROUP USA 401(K) PLAN
401(k) retirement plan
Active participants
898
Accounts w/ balance
1,091
Plan assets (EOY)
$147.0M
Net assets (EOY)
$147.0M
How this plan invests
This plan
21 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
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUHLER INC..
Plan sponsor
Name
BUHLER INC.
EIN
41-0791630
Address
13105 12TH AVE N · PLYMOUTH, MN · 55441
Phone
(763) 847-0287
Industry
Manufacturingsee 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
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
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
CLIFFTON LARSON ALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Investments
21 direct securities· $147.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company General Account | — | — | — | $20.0M | 13.6% | |
| MM S&P 500 Index R5 | — | — | — | $19.8M | 13.4% | |
| Fidelity Contrafund | — | — | — | $18.0M | 12.2% | |
| JP Morgan Smart Retirement 2035 | — | — | — | $9.8M | 6.6% | |
| JP Morgan Smart Retirement 2030 | — | — | — | $9.3M | 6.3% | |
| T. Rowe Price Equity Income | — | — | — | $9.0M | 6.1% | |
| MFS Institutional Intl Equity Fund | — | — | — | $7.4M | 5.0% | |
| PIMCO Total Return | — | — | — | $7.0M | 4.7% | |
| JP Morgan Smart Retirement 2040 | — | — | — | $6.6M | 4.5% | |
| JP Morgan Smart Retirement 2025 | — | — | — | $6.5M | 4.4% | |
| JP Morgan Smart Retirement 2045 | — | — | — | $6.4M | 4.4% | |
| JP Morgan Smart Retirement 2050 | — | — | — | $6.1M | 4.2% | |
| JP Morgan Smart Retirement 2055 | — | — | — | $5.5M | 3.7% | |
| JP Morgan U.S. Small Company Fund | — | — | — | $3.3M | 2.2% | |
| Vanguard Small-cap Value Index | — | — | — | $2.7M | 1.8% | |
| Vanguard Small-cap Growth Index | — | — | — | $2.4M | 1.6% | |
| JP Morgan Smart Retirement 2020 | — | — | — | $2.2M | 1.5% | |
| JP Morgan Smart Retirement 2060 | — | — | — | $2.0M | 1.4% | |
| Legg Mason ClearBridge Small Cap Growth Fund | — | — | — | $1.7M | 1.1% | |
| Participants Participant Loans, 4.25% to 9.50% | — | — | — | $1.1M | 0.7% | |
| JP Morgan Smart Retirement Income Fund | — | — | — | $540K | 0.4% |
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