How big is BUC-EE'S, Ltd.'s plan?

BUC-EE'S, Ltd.'s plan reported $70.8M in assets and 6,149 participants for 2024.

Original filing (PDF)20251013084729NAL0001533008001

BUC-EE'S, Ltd.

Name: BUC-EE'S, Ltd. — Company Savings Plan, Form 5500 (2024)
Creator: BUC-EE'S, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Company Savings Plan

401(k) retirement plan · BUC-EE'S, Ltd.'s Company Savings Plan held $70.8M in plan assets for 6,149 participants in 2024, with Schwab as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

6,149

Accounts w/ balance

3,824

Plan assets (EOY)

$70.8M

Net assets (EOY)

$70.8M

People on this filing

Joe O'LEARY signed BUC-EE'S, Ltd.'s 2024 Form 5500 as plan administrator.

Joe O'LEARY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BUC-EE'S, Ltd.'s EIN is 76-0140292.

EIN 76-0140292

Plan number 001

Plan year 2024

ACK ID 20251013084729NAL0001533008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BUC-EE'S, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BUC-EE'S, Ltd.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BUC-EE'S, LTD..

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (18th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

BUC-EE'S, LTD.

EIN

all filings

Address

327 FM 2004 · LAKE JACKSON, TX · 77566

Phone

(346) 774-2215

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WEAVER & TIDWELL, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$273K	—

Investments

25 direct securities· $68.4M(97% of reported assets)

Mutual Funds

$41.3M

14 holdings

Other securities

$16.4M

10 holdings

Common Collective Trusts

$10.7M

1 holding

					% of plan
Schwab S&P 500 Index Fund Mutual fund -	Common Collective Trusts	—	—	$10.7M	15.2%
Vanguard Growth Index Admiral Mutual fund -	Mutual Funds	—	—	$6.5M	9.1%
SCHWAB TOTAL STK MARKET INDEX Registered Investment Company	Mutual Funds	—	—	$5.8M	8.1%
Vanguard Total Intl Stock Index Adm Mutual fund -	Mutual Funds	—	—	$4.9M	6.9%
Vanguard Fed Money Market Fund Mutual fund -	Mutual Funds	—	—	$4.8M	6.8%
Vanguard Total World Stk Index Adm Mutual fund -	Mutual Funds	—	—	$4.5M	6.4%
Vanguard Equity Income Admiral Mutual fund -	Mutual Funds	—	—	$3.0M	4.3%
Blackrock Lifepath Index 2030 Mutual fund -	Other securities	—	—	$2.7M	3.7%
Vanguard Small Cap Growth Index Mutual fund -	Mutual Funds	—	—	$2.6M	3.6%
Vanguard Sm Cap Val Index Adm Mutual fund -	Mutual Funds	—	—	$2.5M	3.5%
Schwab International Index Fd Mutual fund -	Mutual Funds	—	—	$2.2M	3.1%
Blackrock Lifepath Index 2040 Mutual fund -	Other securities	—	—	$2.2M	3.1%
Blackrock Lifepath Index 2035 Mutual fund -	Other securities	—	—	$1.9M	2.7%
Blackrock Lifepath Index Retirement K Mutual fund -	Other securities	—	—	$1.9M	2.7%
Vanguard Total Bond Mkt Index Adm Mutual fund -	Mutual Funds	—	—	$1.8M	2.6%
Blackrock Lifepath Index 2060 Mutual fund -	Other securities	—	—	$1.7M	2.4%
Blackrock Lifepath Index 2055 Mutual fund -	Other securities	—	—	$1.7M	2.4%
Blackrock Lifepath Index 2045 Mutual fund -	Other securities	—	—	$1.5M	2.2%
Blackrock Lifepath Index 2050 Mutual fund -	Other securities	—	—	$1.3M	1.8%
DFA Real Estate Securities Mutual fund -	Mutual Funds	—	—	$1.2M	1.7%
DFA Emerging Markets Core EQ Mutual fund -	Mutual Funds	—	—	$906K	1.3%
Blackrock Total Return Fund K Mutual fund -	Other securities	—	—	$875K	1.2%
Blackrock Lifepath Index 2065 Mutual fund -	Other securities	—	—	$679K	1.0%
Lord Abbett Short Duration Inc I Mutual fund -	Mutual Funds	—	—	$335K	0.5%
PIMCO Income Institutional Mutual fund -	Mutual Funds	—	—	$291K	0.4%