Original filing (PDF)20250912074858NAL0000765809001

BUDD BAER, INC.

Name: BUDD BAER, INC. — BUDD BAER, INC. UNION EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: BUDD BAER, INC.

Form 5500-SF

FILING_RECEIVED

BUDD BAER, INC. UNION EMPLOYEES' RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 BUDD BAER, INC..

Plan sponsor

Name

BUDD BAER, INC.

EIN

52-1034158

Address

71 MURTLAND AVENUE · WASHINGTON, PA · 15301

Phone

(866) 497-5501

Industry

Retail Tradesee all

Plan administrator

Name

DEFINITI LLC

EIN

85-0833363

City

ERIE, PA

Phone

(800) 882-4026

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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