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Original filing (PDF)20250731181716NAL0003317491001
THE BUDD GROUP, INC.
Form 5500
FILING_RECEIVED
BUDD GROUP, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
~116 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,283
Accounts w/ balance
366
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 116 bps in Schedule C fees — 123% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 16% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BUDD GROUP, INC..
Plan sponsor
Name
THE BUDD GROUP, INC.
EIN
56-0750470
Address
PO BOX 25128 · WINSTON-SALEM, NC · 271145128
Phone
(336) 765-7690
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
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)
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $63K | — |
Investments
26 direct securities · 1 pooled fund· $10.4M(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
$5.4M
26 holdings
Pooled Separate Account
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $4.9M | 90.2% | |
| JPMorgan JP Morgan Large Cap Growth R6 | — | — | — | $835K | 15.3% | |
| Vanguard 500 Index Admiral | — | — | — | $540K | 9.9% | |
| Standard Insurance Company Guaranteed Interest Fund | — | — | — | $442K | 8.1% | |
| Vanguard Winsor II Admiral | — | — | — | $426K | 7.8% | |
| Dimensional Fund Advisors DFA International Core Equity I | — | — | — | $368K | 6.7% | |
| Dodge & Cox Dodge & Cox Income I | — | — | — | $333K | 6.1% | |
| JPMorgan JP Morgan Mid Cap Growth R5 | — | — | — | $273K | 5.0% | |
| Vanguard Target Retirement 2030 | — | — | — | $235K | 4.3% | |
| Allspring Global Investments Allspring Spec MDCPVAL Ins | — | — | — | $223K | 4.1% | |
| Vanguard Target Retirement 2040 | — | — | — | $214K | 3.9% | |
| T. Rowe Price T. Rowe Price Mid Cap Value I | — | — | — | $214K | 3.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $181K | 3.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $154K | 2.8% | |
| Vanguard Explorer Admiral | — | — | — | $132K | 2.4% | |
| Vanguard Extended Market Index Adm | — | — | — | $119K | 2.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $118K | 2.2% | |
| JPMorgan JP Morgan Equity Income R6 | — | — | — | $105K | 1.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $102K | 1.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $95K | 1.7% | |
| Notes Receivable from Participants 3.25% - 8.50%, maturing through 2029 | — | — | — | $91K | 1.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $83K | 1.5% | |
| Vanguard Wellington Admiral | — | — | — | $83K | 1.5% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $32K | 0.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $29K | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $17K | 0.3% | |
| Vanguard Target Retirement 2065 | — | — | — | $8K | 0.1% |
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