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Original filing (PDF)20251013084729NAL0001533008001
BUC-EE'S, LTD.
Form 5500
FILING_RECEIVED
COMPANY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,149
Accounts w/ balance
3,824
Plan assets (EOY)
$70.8M
Net assets (EOY)
$70.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 39 bps in Schedule C fees — 141% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUC-EE'S, LTD..
Plan sponsor
Name
BUC-EE'S, LTD.
EIN
76-0140292
Address
327 FM 2004 · LAKE JACKSON, TX · 77566
Phone
(346) 774-2215
Industry
Retail Tradesee all
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 rowsOther
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual fund - | — | — | — | $10.7M | 15.2% | |
| Vanguard Growth Index Admiral Mutual fund - | — | — | — | $6.5M | 9.1% | |
| SCHWAB TOTAL STK MARKET INDEX Registered Investment Company | — | — | — | $5.8M | 8.1% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $4.9M | 6.9% | |
| Vanguard Fed Money Market Fund Mutual fund - | — | — | — | $4.8M | 6.8% | |
| VANGUARD TTL WLDSTK INDEX ADM Registered Investment Company | — | — | — | $4.5M | 6.4% | |
| Vanguard Equity Income Admiral Mutual fund - | — | — | — | $3.0M | 4.3% | |
| Blackrock Lifepath Index 2030 Mutual fund - | — | — | — | $2.7M | 3.7% | |
| Vanguard Small Cap Growth Index Mutual fund - | — | — | — | $2.6M | 3.6% | |
| Vanguard Sm Cap Val Index Adm Mutual fund - | — | — | — | $2.5M | 3.5% | |
| Schwab International Index Fd Mutual fund - | — | — | — | $2.2M | 3.1% | |
| Blackrock Lifepath Index 2040 Mutual fund - | — | — | — | $2.2M | 3.1% | |
| Blackrock Lifepath Index 2035 Mutual fund - | — | — | — | $1.9M | 2.7% | |
| Blackrock Lifepath Index Retirement K Mutual fund - | — | — | — | $1.9M | 2.7% | |
| Vanguard Total Bond Mkt Index Adm Mutual fund - | — | — | — | $1.8M | 2.6% | |
| Blackrock Lifepath Index 2060 Mutual fund - | — | — | — | $1.7M | 2.4% | |
| Blackrock Lifepath Index 2055 Mutual fund - | — | — | — | $1.7M | 2.4% | |
| Blackrock Lifepath Index 2045 Mutual fund - | — | — | — | $1.5M | 2.2% | |
| Blackrock Lifepath Index 2050 Mutual fund - | — | — | — | $1.3M | 1.8% | |
| DFA Real Estate Securities Mutual fund - | — | — | — | $1.2M | 1.7% | |
| DFA Emerging Markets Core EQ Mutual fund - | — | — | — | $906K | 1.3% | |
| Blackrock Total Return Fund K Mutual fund - | — | — | — | $875K | 1.2% | |
| Blackrock Lifepath Index 2065 Mutual fund - | — | — | — | $679K | 1.0% | |
| Lord Abbett Short Duration Inc I Mutual fund - | — | — | — | $335K | 0.5% | |
| PIMCO Income Institutional Mutual fund - | — | — | — | $291K | 0.4% |
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