How big is Bullard Enterprises LLC's plan?

Bullard Enterprises LLC's plan reported $5.3M in assets and 447 participants for 2024.

Original filing (PDF)20250812153918NAL0007354787001

Bullard Enterprises LLC

Name: Bullard Enterprises LLC — Bullard Enterprises 401(k), Form 5500 (2024)
Creator: Bullard Enterprises LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bullard Enterprises 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bullard Enterprises LLC's Bullard Enterprises 401(k) Profit Sharing Plan & Trust held $5.3M in plan assets for 447 participants in 2024, with Paychex as recordkeeper.

Signals · 3

No auditor on fileNo ERISA fidelity bond~76 bps in Sched C fees

Active participants

447

Accounts w/ balance

196

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Samantha Sullivan signed Bullard Enterprises LLC's 2024 Form 5500 as plan administrator.

Samantha Sullivan — 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

Bullard Enterprises LLC's EIN is 56-1269091.

EIN 56-1269091

Plan number 002

Plan year 2024

ACK ID 20250812153918NAL0007354787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bullard Enterprises LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bullard Enterprises LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BULLARD ENTERPRISES LLC.

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How this plan invests

This plan

27 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

No independent qualified public accountant (IQPA) named.
No ERISA fidelity bond reported.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

BULLARD ENTERPRISES LLC

EIN

all filings

Address

9131 ANSON WAY STE 305 · RALEIGH, NC · 276153267

Phone

(919) 847-5574

Industry

Accommodation & Food Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TAGSTONE CAPITAL, INC.	—	CHARLOTTE, NC	ADVISOR	$25K	—

Investments

27 direct securities· $5.3M(100% of reported assets)

Mutual Funds

$5.0M

26 holdings

Bonds / Notes

$234K

1 holding

					% of plan
Vanguard Short-Term Federal Adm	Mutual Funds	—	—	$1.1M	20.0%
Vanguard LifeStrategy Moderate Growth	Mutual Funds	—	—	$923K	17.5%
Vanguard Short-Term Investment-Grade Adm	Mutual Funds	—	—	$590K	11.2%
Vanguard 500 Index Fund Admiral Class	Mutual Funds	—	—	$463K	8.8%
DFA One-Year Fixed-Income I	Mutual Funds	—	—	$288K	5.5%
Participant Loans 4.25% to 9.5% interest rate	Bonds / Notes	—	—	$234K	4.5%
Vanguard LifeStrategy Conservative Gr	Mutual Funds	—	—	$222K	4.2%
Vanguard Mid-Cap Growth Index Admiral	Mutual Funds	—	—	$216K	4.1%
T. Rowe Price Global Grwth Stck Fund I Class	Mutual Funds	—	—	$204K	3.9%
Dodge & Cox Global Bond Fund	Mutual Funds	—	—	$175K	3.3%
Baron Opportunity Fund Institutional Class	Mutual Funds	—	—	$108K	2.1%
Vanguard Interm-Term Investment Grde Adm	Mutual Funds	—	—	$101K	1.9%
MS Int Opportunity Portfolio Class I	Mutual Funds	—	—	$92K	1.8%
DFA US Small Cap Portfolio Institutional Class	Mutual Funds	—	—	$83K	1.6%
DFA US Targeted Value I	Mutual Funds	—	—	$80K	1.5%
Vanguard Federal Money Market Fund Inv	Mutual Funds	—	—	$75K	1.4%
Columbia Small Cap Growth Fund Inst	Mutual Funds	—	—	$74K	1.4%
Artisan High Income Fund Institutional Shares	Mutual Funds	—	—	$72K	1.4%
Vanguard LifeStrategy Growth	Mutual Funds	—	—	$54K	1.0%
Columbia Dividend Income Fund Class R	Mutual Funds	—	—	$52K	1.0%
State Street Global All Cap Equity ex-U.S. Index	Mutual Funds	—	—	$23K	0.4%
Baron Real Estate Fund Class R6	Mutual Funds	—	—	$22K	0.4%
State Street Emerging Markets Equity Index Fund	Mutual Funds	—	—	$17K	0.3%
Allspring Utility and Telecom Fund	Mutual Funds	—	—	$17K	0.3%
Vanguard Total Bond Market Index Fund Adm	Mutual Funds	—	—	$12K	0.2%
PIMCO Real Return Fund Institutional Class	Mutual Funds	—	—	$9K	0.2%
Vanguard LifeStrategy Income	Mutual Funds	—	—	$5K	0.1%