Original filing (PDF)20251015112850NAL0004414369001

BULAB HOLDINGS, INC.

Name: BULAB HOLDINGS, INC. — BULAB EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: BULAB HOLDINGS, INC.

Form 5500

FILING_RECEIVED

BULAB EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

360

Accounts w/ balance

719

Plan assets (EOY)

$76.8M

Net assets (EOY)

$76.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BULAB HOLDINGS, INC..

Plan sponsor

Name

BULAB HOLDINGS, INC.

EIN

62-0438397

Address

1256 N MCLEAN BLVD · MEMPHIS, TN · 381081241

Phone

(901) 278-0330

Industry

Manufacturingsee 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

2025-10-15

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

WATKINS UIBERALL

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $76.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Bulab Holdings, Inc 386,581 shares of Common Stock	—	—	$4.8M	$76.6M	99.7%
	Wells Fargo Interest bearing cash	—	—	$200K	$200K	0.3%

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