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Original filing (PDF)20251007091828NAL0002337507001
BBU, INC.
Form 5500
FILING_RECEIVED
BIMBO BAKERIES USA SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
7,363
Accounts w/ balance
9,686
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: BIMBO BAKERIES USA DEFINED CONTRIBUTION SAVINGS PLAN MASTER TRUST (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BBU, INC..
Plan sponsor
Name
BBU, INC.
EIN
75-2490530
Address
255 BUSINESS CENTER DRIVE · HORSHAM, PA · 19044
Phone
(215) 672-8010
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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $422K | — |
Investments
1 pooled fund· $1.2B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BIMBO BAKERIES USA DC SP MT BBU, INC. · EIN 61-1621204 / PN 200 | Master Trust | — | — | $1.2B | 98.2% |
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