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Original filing (PDF)20251001085347NAL0012954193001
BUTTONWILLOW WAREHOUSE COMPANY, INC.
Form 5500
FILING_RECEIVED
BUTTONWILLOW WAREHOUSE COMPANY, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
215
Accounts w/ balance
158
Plan assets (EOY)
$18.7M
Net assets (EOY)
$18.7M
How this plan invests
This plan
21 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Neuberger Berman Sustainable Equity Ret Acct Pooled separate account" is 28% of plan.
- 52 bps in Schedule C fees — 81% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTTONWILLOW WAREHOUSE COMPANY, INC..
Plan sponsor
Name
BUTTONWILLOW WAREHOUSE COMPANY, INC.
EIN
77-0547238
Address
125 FRONT STREET · BUTTONWILLOW, CA · 932060098
Phone
(661) 764-5234
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-01
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BARBICH HOOPER KING DILL HOFFMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL | 36-6071399 | — | RECORDKEEPER | $43K | — |
| FUTUREPLAN BY ASCENSUS | 83-3719843 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. | 13-2808480 | JACKSONVILLE, FL | INVESTMENT ADVISORY | $52K | — |
Investments
2 direct securities · 21 pooled funds· $18.7M(100% 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.
Pooled Separate Account
$16.6M
21 holdings
Uncategorized
$2.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NEUBERGER BERMAN SUSTAINABLE EQ RET TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 337 | Pooled Separate Account | — | — | $5.2M | 27.8% | |
| AB LARGE CAP GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 136 | Pooled Separate Account | — | — | $2.7M | 14.6% | |
| Transamerica Stable Value Core Account Pooled separate account | — | — | — | $1.9M | 10.0% | |
| JPMORGAN SMARTRETIREMENT 2035 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 314 | Pooled Separate Account | — | — | $1.4M | 7.5% | |
| PGIM TOTAL RET BD RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $1.3M | 7.2% | |
| PUTNAM LARGE CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 957 | Pooled Separate Account | — | — | $1.3M | 7.0% | |
| VOYA SMALL COMPANY RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 961 | Pooled Separate Account | — | — | $1.1M | 5.9% | |
| HARTFORD INTRNTL OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 643 | Pooled Separate Account | — | — | $692K | 3.7% | |
| BLACKROCK CORE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 196 | Pooled Separate Account | — | — | $382K | 2.0% | |
| JPMORGAN SMARTRETIREMENT 2045 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 316 | Pooled Separate Account | — | — | $344K | 1.8% | |
| JPMORGAN SMARTRETIREMENT 2060 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 319 | Pooled Separate Account | — | — | $314K | 1.7% | |
| FRANKLIN SMALL CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 945 | Pooled Separate Account | — | — | $312K | 1.7% | |
| JPMORGAN SMARTRETIREMENT INCOME RET TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 310 | Pooled Separate Account | — | — | $293K | 1.6% | |
| JPMORGAN SMARTRETIREMENT 2050 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 317 | Pooled Separate Account | — | — | $281K | 1.5% | |
| JPMORGAN SMARTRETIREMENT 2030 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 313 | Pooled Separate Account | — | — | $220K | 1.2% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $216K | 1.2% | |
| JPMORGAN SMARTRETIREMENT 2040 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 315 | Pooled Separate Account | — | — | $208K | 1.1% | |
| Participant loans 5.25% - 10.5% -0- | — | — | — | $162K | 0.9% | |
| JPMORGAN SMARTRETIREMENT 2055 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 318 | Pooled Separate Account | — | — | $151K | 0.8% | |
| INVESCO INTERNATIONAL DIVERSIFIED R TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 953 | Pooled Separate Account | — | — | $77K | 0.4% | |
| HARTFORD SCHRODERS INTRNTL MLTCP VA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 110 | Pooled Separate Account | — | — | $50K | 0.3% | |
| JPMORGAN SMARTRETIREMENT 2025 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 312 | Pooled Separate Account | — | — | $41K | 0.2% | |
| JPMORGAN SMARTRETIREMENT 2020 RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 83-1098532 / PN 311 | Pooled Separate Account | — | — | $4K | <0.1% |
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