How big is Build-a-Bear Workshop, Inc.'s plan?

Build-a-Bear Workshop, Inc.'s plan reported $44.0M in assets and 2,993 participants for 2024.

Original filing (PDF)20251028121208NAL0017363154001

Build-a-Bear Workshop, Inc.

Name: Build-a-Bear Workshop, Inc. — Build-a-Bear Workshop, Form 5500 (2024)
Creator: Build-a-Bear Workshop, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Build-a-Bear Workshop, Inc. Employee Savings Trust

401(k) retirement plan · Build-a-Bear Workshop, Inc.'s Build-a-Bear Workshop, Inc. Employee Savings Trust held $44.0M in plan assets for 2,993 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureLate participant contributions

Active participants

2,993

Accounts w/ balance

648

Plan assets (EOY)

$44.0M

Net assets (EOY)

$44.0M

People on this filing

Jessica Koval signed Build-a-Bear Workshop, Inc.'s 2024 Form 5500 as plan administrator.

Jessica Koval — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Build-a-Bear Workshop, Inc.'s EIN is 43-1883836.

EIN 43-1883836

Plan number 001

Plan year 2024

ACK ID 20251028121208NAL0017363154001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Build-a-Bear Workshop, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Build-a-Bear Workshop, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 240K (6% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

BUILD-A-BEAR WORKSHOP, INC.

EIN

all filings

Address

415 S 18TH STREET SUITE 200 · ST. LOUIS, MO · 63103

Phone

(314) 423-8000

Industry

Retail Trade

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

2025-10-28

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$77K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES LLC	23-2384840	—	ADVISOR	$67K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

31 direct securities· $44.0M(100% of reported assets)

Mutual Funds

$32.9M

20 holdings

Common Collective Trusts

$9.1M

5 holdings

Other securities

$1.2M

5 holdings

Bonds / Notes

$723K

1 holding

					% of plan
Fidelity Blue Chip Growth Fund K Mutual Fund	Mutual Funds	—	—	$10.4M	23.6%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$7.0M	15.9%
American Funds 2030 Target Date Mutual Fund	Mutual Funds	—	—	$3.2M	7.2%
American Funds 2045 Target Date Mutual Fund	Mutual Funds	—	—	$3.0M	6.7%
American Funds 2035 Target Date Mutual Fund	Mutual Funds	—	—	$2.9M	6.5%
American Funds 2040 Target Date Mutual Fund	Mutual Funds	—	—	$2.2M	5.0%
American Funds 2050 Target Date Mutual Fund	Mutual Funds	—	—	$2.0M	4.6%
American Funds New Perspective Fund Mutual Fund	Mutual Funds	—	—	$1.9M	4.2%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.8M	4.0%
American Funds 2055 Target Date Mutual Fund	Mutual Funds	—	—	$1.7M	3.8%
Fidelity International Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$1.4M	3.2%
American Funds 2025 Target Date Mutual Fund	Mutual Funds	—	—	$1.2M	2.8%
Fidelity Government Money Market Mutual Fund	Mutual Funds	—	—	$1.1M	2.5%
Loomis Sayles Investment Grade Bond Fund Mutual Fund	Other securities	—	—	$914K	2.1%
American Funds 2060 Target Date Mutual Fund	Mutual Funds	—	—	$848K	1.9%
Notes receivable from participants 9.50%; maturities through October 2032 -	Bonds / Notes	—	—	$723K	1.6%
American Funds New World Mutual Fund	Mutual Funds	—	—	$350K	0.8%
Franklin High Income Fund Mutual Fund	Mutual Funds	—	—	$330K	0.7%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$270K	0.6%
Columbia Dividend Income Fund Institutional 3 Mutual Fund	Other securities	—	—	$164K	0.4%
American Funds 2015 Target Date Mutual Fund	Mutual Funds	—	—	$154K	0.4%
Putnam Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$151K	0.3%
American Funds 2020 Target Date Mutual Fund	Mutual Funds	—	—	$95K	0.2%
MFS Mid Cap Value Fund Mutual Fund	Mutual Funds	—	—	$78K	0.2%
Cohen & Steers Institutional Realty Shares Mutual Fund	Other securities	—	—	$72K	0.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$65K	0.1%
Columbia Small Cap Value II Institutional 3 Mutual Fund	Other securities	—	—	$39K	<0.1%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$39K	<0.1%
AMG TimesSquare Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$22K	<0.1%
Lord Abbett Total Return R6 Fund Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
American Funds 2010 Target Date Mutual Fund	Mutual Funds	—	—	$5K	<0.1%