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Original filing (PDF)20250731064700NAL0005645297001
BUZICK CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
BUZICK CONSTRUCTION, INC. 401(K) PLAN
401(k) retirement plan
Active participants
212
Accounts w/ balance
235
Plan assets (EOY)
$17.1M
Net assets (EOY)
$17.1M
How this plan invests
This plan
24 pooled trusts
Schedule D
22 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 BUZICK CONSTRUCTION, INC..
Plan sponsor
Name
BUZICK CONSTRUCTION, INC.
EIN
61-1293740
Address
P.O. BOX 98 · BARDSTOWN, KY · 40004
Phone
(502) 348-6401
Industry
Constructionsee all
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
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HARDING SHYMANSKI & COMPANY, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT | 35-2467663 | — | RIA | $38K | — |
| ARGENT INSTITUTIONAL SERVICES | 27-2388726 | — | RIA | $9K | — |
Investments
1 direct security · 24 pooled funds· $23.3M(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.
Pooled Separate Account
$22.6M
24 holdings
Uncategorized
$617K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6.2M | 36.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.8M | 10.6% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.7M | 10.2% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.3M | 7.7% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.3M | 7.5% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.2M | 6.9% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 6.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $895K | 5.2% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $874K | 5.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $871K | 5.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $833K | 4.9% | |
| Fidelity Real Estate Fund Pooled Separate Account 541 * Fidelity Mid Cap Index Fund Pooled Separate Account | — | — | — | $617K | 3.6% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $609K | 3.6% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $605K | 3.5% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $502K | 2.9% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $476K | 2.8% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $445K | 2.6% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $444K | 2.6% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $386K | 2.3% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $375K | 2.2% | |
| VANGUARD EMERGING MKTS STK IND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $309K | 1.8% | |
| VANGUARD INTERM-TERM BOND IDX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $265K | 1.6% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $144K | 0.8% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $541 | <0.1% |