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Original filing (PDF)20251014193130NAL0003558833001
THE H. E. BUTT FOUNDATION
Form 5500
FILING_RECEIVED
THE H. E. BUTT FOUNDATION 403(B) SAVINGS PLAN
Defined-contribution retirement plan
Signals · 2
50% in single holdingNo recordkeeper disclosed
Active participants
143
Accounts w/ balance
182
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MFS MODERATE ALLOCATION R4 Mutual Funds" is 50% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE H. E. BUTT FOUNDATION.
Plan sponsor
Name
THE H. E. BUTT FOUNDATION
EIN
74-1239819
Address
719 EARL GARRETT STREET · KERRVILLE, TX · 78028
Phone
(830) 315-9200
Industry
Other Services (ex. Public Admin)see 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 direct securities· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS MODERATE ALLOCATION R4 Mutual Funds | — | — | — | $4.6M | 49.7% | |
| VANGUARD 500 INDEX FUND- ADMIRAL SHARES Mutual Funds | — | — | — | $2.5M | 27.7% | |
| FROST TOTAL RETURN BOND INV Mutual Funds | — | — | — | $376K | 4.1% | |
| MFS GROWTH ALLOCATION R4 Mutual Funds | — | — | — | $329K | 3.6% | |
| DFA LARGE CAP INTERNATIONAL I Mutual Funds | — | — | — | $312K | 3.4% | |
| VANGUARD MID CAP INDEX ADMIRAL SHARES Mutual Funds | — | — | — | $291K | 3.2% | |
| VANGUARD FEDERAL MONEY MARKET FUND Mutual Funds | — | — | — | $200K | 2.2% | |
| VANGUARD SMALL CAP INDEX- ADMIRAL SHARES Mutual Funds | — | — | — | $179K | 1.9% | |
| MACQUARIE LARGE CAP GROWTH Mutual Funds | — | — | — | $145K | 1.6% | |
| MFS VALUE FUND CLASS R6 Mutual Funds | — | — | — | $119K | 1.3% | |
| MFS CONSERVATIVE ALLOCATION FUND CLASS R Mutual Funds | — | — | — | $68K | 0.7% | |
| INTEREST BEARING CASH | — | — | — | $59K | 0.6% |
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