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Original filing (PDF)20251013141114NAL0000694403001
BUSCH CONSOLIDATED, INC.
Form 5500
FILING_RECEIVED
BUSCH CONSOLIDATED, INC. RETIREMENT SAVINGS PLAN & TRUST
401(k) retirement plan
Active participants
530
Accounts w/ balance
698
Plan assets (EOY)
$62.5M
Net assets (EOY)
$62.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUSCH CONSOLIDATED, INC..
Plan sponsor
Name
BUSCH CONSOLIDATED, INC.
EIN
54-1612491
Address
516 VIKING DRIVE · VIRGINIA BEACH, VA · 23452
Phone
(757) 463-7800
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
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
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
Investments
27 direct securities · 1 pooled fund· $62.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$59.9M
27 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Institutional Index Fund | — | — | — | $10.6M | 17.0% | |
| The Vanguard Group Primecap Fund | — | — | — | $6.5M | 10.4% | |
| The Vanguard Group Target Retirement 2025 Fund | — | — | — | $6.4M | 10.3% | |
| The Vanguard Group Target Retirement 2035 Fund | — | — | — | $5.3M | 8.5% | |
| The Vanguard Group Wellington Fund | — | — | — | $4.1M | 6.5% | |
| The Vanguard Group Target Retirement 2030 Fund | — | — | — | $3.4M | 5.4% | |
| The Vanguard Group Target Retirement 2045 Fund | — | — | — | $2.8M | 4.5% | |
| The Vanguard Group Mid-Cap Index Fund | — | — | — | $2.8M | 4.5% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $2.6M | 4.1% | |
| The Vanguard Group Target Retirement 2040 Fund | — | — | — | $2.3M | 3.7% | |
| The Vanguard Group Target Retirement 2050 Fund | — | — | — | $2.0M | 3.2% | |
| The Vanguard Group Small-Cap Index Fund | — | — | — | $1.8M | 2.9% | |
| The Vanguard Group Target Retirement 2055 Fund | — | — | — | $1.8M | 2.8% | |
| The Vanguard Group International Growth Fund | — | — | — | $1.6M | 2.5% | |
| The Vanguard Group Total Bond Market Index Fund | — | — | — | $1.4M | 2.3% | |
| The Vanguard Group Target Retirement 2020 Fund | — | — | — | $1.0M | 1.6% | |
| maturing through January 2030. - | — | — | — | $947K | 1.5% | |
| MFS Value Fund Class R6 | — | — | — | $945K | 1.5% | |
| The Vanguard Group Target Retirement 2060 Fund | — | — | — | $859K | 1.4% | |
| Principal Small-Cap Growth R6 Fund | — | — | — | $786K | 1.3% | |
| Dodge & Cox Income X | — | — | — | $743K | 1.2% | |
| The Vanguard Group Target Retirement 2065 Fund | — | — | — | $475K | 0.8% | |
| The Vanguard Group Federal Money Market Fund | — | — | — | $349K | 0.6% | |
| The Vanguard Group Target Retirement Income | — | — | — | $282K | 0.5% | |
| MFS International Intrinsic Value Fund | — | — | — | $248K | 0.4% | |
| JPMorgan Mid Cap Value Fund Class R6 Fund | — | — | — | $194K | 0.3% | |
| Blackrock Mid-Cap Growth Equity Fund | — | — | — | $173K | 0.3% | |
| Victory Capital Small Company Opportunity Fund | — | — | — | $107K | 0.2% |