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Original filing (PDF)20250919081335NAL0002277729001
BLUE BIRD CORPORATION
Form 5500
FILING_RECEIVED
BLUE BIRD 401(K) PLAN
401(k) retirement plan
Active participants
1,895
Accounts w/ balance
1,457
Plan assets (EOY)
$115.5M
Net assets (EOY)
$115.5M
How this plan invests
This plan
37 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 BLUE BIRD CORPORATION.
Plan sponsor
Name
BLUE BIRD CORPORATION
EIN
58-0813156
Address
402 BLUE BIRD BOULEVARD PO BOX 937 · FORT VALLEY, GA · 310300937
Phone
(478) 825-2021
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
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
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
CLH CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE BIRD BODY COMPANY | — | MACON, GA | AUDITOR | $90K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $152 | — |
Investments
37 direct securities· $111.6M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Fidelity Contra Fund | — | — | — | $26.0M | 22.5% | |
| Empower SAGIC Diversified Bond | — | — | — | $14.8M | 12.8% | |
| Empower Fidelity 500 Index | — | — | — | $12.8M | 11.1% | |
| Empower MM Slct TRP Retirement 2035 M5 | — | — | — | $7.0M | 6.0% | |
| Empower BlackRock Equity Dividend Fund | — | — | — | $7.0M | 6.0% | |
| Empower MM Slct TRP Retirement 2040 M5 | — | — | — | $6.7M | 5.8% | |
| Empower MM Slct TRP Retirement 2030 M5 | — | — | — | $6.1M | 5.2% | |
| Empower BlackRock Mid Cap Growth Equity | — | — | — | $5.9M | 5.1% | |
| Empower MM Slct TRP Retirement 2025 M5 | — | — | — | $3.5M | 3.0% | |
| Empower MM Slct TRP Retirement 2045 M5 | — | — | — | $3.4M | 2.9% | |
| Empower MM Slct TRP Retirement 2050 M5 | — | — | — | $3.2M | 2.8% | |
| Empower Principal Blue Chip R6 | — | — | — | $2.6M | 2.2% | |
| Empower MM Slct TRP Retirement 2055 M5 | — | — | — | $2.4M | 2.1% | |
| Empower MM Slct TRP Retirement 2020 M5 | — | — | — | $1.7M | 1.5% | |
| Empower MassMutual Core Bond | — | — | — | $1.6M | 1.4% | |
| Empower AmerFunds EuroPacific Gr Fund | — | — | — | $1.0M | 0.9% | |
| Empower Putnam Small Cap Growth R6 | — | — | — | $964K | 0.8% | |
| Empower MM Slct TRP Retirement 2060 M5 | — | — | — | $890K | 0.8% | |
| Empower MassMutual High Yield R5 | — | — | — | $719K | 0.6% | |
| Empower Fidelity Mid Cap Index | — | — | — | $554K | 0.5% | |
| Empower Fidelity Small Cap Index | — | — | — | $541K | 0.5% | |
| Empower Fidelity International Index | — | — | — | $503K | 0.4% | |
| Empower Fidelity Large Cap Growth Index | — | — | — | $423K | 0.4% | |
| Empower Self Directed Brokerage Account | — | — | — | $392K | 0.3% | |
| Empower Allspring Spec Sm Cap Value Admin | — | — | — | $317K | 0.3% | |
| Empower Allspring Spec Mid Cap Value Admin | — | — | — | $239K | 0.2% | |
| Empower American Funds New World Fund R4 | — | — | — | $223K | 0.2% | |
| Empower MM Slct TRP Retirement 2015 M5 | — | — | — | $86K | <0.1% | |
| Empower Fidelity U.S. Bond Index Fund | — | — | — | $76K | <0.1% | |
| Empower MM US Govt Money Market Fund | — | — | — | $72K | <0.1% | |
| Empower Fidelity Mid Cap Value Index | — | — | — | $41K | <0.1% | |
| Empower Fidelity Small Cap Value Index | — | — | — | $35K | <0.1% | |
| Empower Fidelity Large Cap Value Index | — | — | — | $24K | <0.1% | |
| Empower Fidelity Mid Cap Growth Index | — | — | — | $14K | <0.1% | |
| Empower Fidelity Small Cap Growth Index | — | — | — | $5K | <0.1% | |
| Empower Holding Account | — | — | — | $5K | <0.1% | |
| Empower MM Slct TRP Retirement 2010 M5 174 * Empower MM Slct TRP Retirement 2005 M5 173 * Empower MM Slct TRP Retirement Blnd M5 | — | — | — | $4K | <0.1% |