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Original filing (PDF)20251013143823NAL0002209920001
BURD & FLETCHER COMPANY
Form 5500
FILING_RECEIVED
BURD & FLETCHER COMPANY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
429
Accounts w/ balance
257
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURD & FLETCHER COMPANY.
Plan sponsor
Name
BURD & FLETCHER COMPANY
EIN
44-0186540
Address
5151 EAST GEOSPACE DRIVE · INDEPENDENCE, MO · 64056
Phone
(800) 821-2776
Industry
Manufacturingsee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HAYS FINANCIAL GROUP LLC | — | MINNEAPOLIS, MN | INVESTMENT ADVISOR | $36K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEMARS PENSION CONSULTING INC | — | OVERLAND PARK, KS | CONTRACT ADMINISTRATOR | $20K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD LLP | — | SPRINGFIELD, MO | AUDITOR | $17K | — |
| PICKETT, CHANEY & MCMULLEN LLP | — | OVERLAND PARK, KS | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | — | OMAHA, NE | OTHER | $5K | — |
Investments
32 direct securities · 4 pooled funds· $25.2M(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.
Uncategorized
$22.2M
30 holdings
Guaranteed Income / GIC
$2.2M
1 holding
Common Collective Trust
$719K
4 holdings
Mutual Funds
$56K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS MODERATE ALLOCATION R6 Mutual Funds | — | — | — | $4.5M | 17.9% | |
| VANGUARD 500 INDEX ADMIRAL Mutual Funds | — | — | — | $2.9M | 11.3% | |
| FIDELITY ADVISOR EQUITY GROWTH I Mutual Funds | — | — | — | $2.8M | 11.0% | |
| MFS GROWTH ALLOCATION R6 Mutual Funds | — | — | — | $2.6M | 10.1% | |
| EI Fixed Account - Series Class III Guaranteed Investment Contract | Guaranteed Income / GIC | — | — | $2.2M | 8.7% | |
| INVESCO COMSTOCK R6 Mutual Funds | — | — | — | $1.6M | 6.2% | |
| MFS CONSERVATIVE ALLOCATION R6 Mutual Funds | — | — | — | $1.5M | 5.8% | |
| MFS INTERNATIONAL INTRINSIC VALUE R3 Mutual Funds | — | — | — | $1.1M | 4.3% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM Mutual Funds 375 FIDELITY FREEDOM INDEX 2030 INSTL PREM Mutual Funds | — | — | — | $908K | 3.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL Mutual Funds | — | — | — | $681K | 2.7% | |
| CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $485K | 1.9% | |
| PIMCO INCOME INSTL Mutual Funds | — | — | — | $461K | 1.8% | |
| VANGUARD EXPLORER ADM Mutual Funds | — | — | — | $415K | 1.6% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM Mutual Funds | — | — | — | $395K | 1.6% | |
| Notes receivable from participants * maturities through June 2039 | — | — | — | $379K | 1.5% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM Mutual Funds | — | — | — | $361K | 1.4% | |
| VANGUARD MID CAP INDEX FUND -ADMIRAL Mutual Funds | — | — | — | $317K | 1.3% | |
| INVESCO DISCOVERY MID CAP GROWTH R6 Mutual Funds | — | — | — | $246K | 1.0% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $235K | 0.9% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM Mutual Funds | — | — | — | $205K | 0.8% | |
| VANGUARD INFLATION-PROTECTED SECS ADM Mutual Funds | — | — | — | $160K | 0.6% | |
| VANGUARD SMALL CAP INDEX ADM Mutual Funds | — | — | — | $152K | 0.6% | |
| PUTNAM SMALL CAP VALUE R6 Mutual Funds | — | — | — | $145K | 0.6% | |
| PGIM GLOBAL TOTAL RETURN R6 Mutual Funds | — | — | — | $119K | 0.5% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM Mutual Funds | — | — | — | $98K | 0.4% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM Mutual Funds | — | — | — | $92K | 0.4% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM Mutual Funds | — | — | — | $73K | 0.3% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 Mutual Funds | — | — | — | $58K | 0.2% | |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL Mutual Funds | — | — | — | $56K | 0.2% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z Mutual Funds | Mutual Funds | — | — | $56K | 0.2% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM Mutual Funds | — | — | — | $38K | 0.1% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM Mutual Funds | — | — | — | $25K | 0.1% | |
| FIDELITY FREEDOM INDEX 2015 INSTL PREM Mutual Funds | — | — | — | $25K | <0.1% | |
| FIDELITY FREEDOM INDEX INC INSTL PREM Mutual Funds | — | — | — | $4K | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIRST EAGLE SM CAP OPPORTUNITY CIT BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |