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Original filing (PDF)20250818115526NAL0001207441001
BUTCHERBOX OPCO, LLC
Form 5500
FILING_RECEIVED
BUTCHERBOX 401(K) PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
262
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUTCHERBOX OPCO, LLC.
Plan sponsor
Name
BUTCHERBOX OPCO, LLC
EIN
81-1450041
Address
20 GUEST STREET · SUITE 300 · BRIGHTON, MA · 02135
Phone
(617) 259-5159
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | JACKSONVILLE, FL | INVESTMENT ADVISOR | $59K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | — | HAVERTOWN, PA | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
34 direct securities· $22.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral " | — | — | — | $5.3M | 23.6% | |
| American Funds 2055 Target Date Retire R6 " | — | — | — | $2.3M | 10.2% | |
| American Funds 2060 Target Date Retire R6 " | — | — | — | $2.0M | 9.1% | |
| Vanguard 500 Index Admiral " | — | — | — | $2.0M | 8.8% | |
| American Funds 2040 Target Date Retire R6 " | — | — | — | $1.5M | 6.8% | |
| Macquarie International Equity Income R6 " | — | — | — | $1.4M | 6.1% | |
| Voya Intermediate Bond R6 " | — | — | — | $901K | 4.0% | |
| American Century Emerging Markets R6 " | — | — | — | $870K | 3.9% | |
| Vanguard Developed Markets Index Admiral " | — | — | — | $807K | 3.6% | |
| Vanguard Interm Term Bond Index Admiral " | — | — | — | $668K | 3.0% | |
| Goldman Sachs Large Cap GR Insights Rg " | — | — | — | $635K | 2.8% | |
| Vanguard Small Cap Index Admiral " | — | — | — | $530K | 2.4% | |
| American Funds 2050 Target Date Retire R6 " | — | — | — | $525K | 2.3% | |
| Vanguard Mid Cap Index Fund Admiral " | — | — | — | $521K | 2.3% | |
| Cohen & Steers Real Estate Securities Z " | — | — | — | $425K | 1.9% | |
| American Funds 2045 Target Date Retire R6 " | — | — | — | $406K | 1.8% | |
| JPMorgan Equity Income R6 " | — | — | — | $257K | 1.1% | |
| American Funds 2035 Target Date Retire R6 " | — | — | — | $213K | 0.9% | |
| BlackRock Liquidity T-Fund PRM " | — | — | — | $206K | 0.9% | |
| American Funds 2030 Target Date Retire R6 " | — | — | — | $169K | 0.8% | |
| Hartford Mid Cap R6 " | — | — | — | $163K | 0.7% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $133K | 0.6% | |
| American Century Inflation Adjust Bond R6 " | — | — | — | $103K | 0.5% | |
| PGIM High Yield R6 " | — | — | — | $94K | 0.4% | |
| Janus Henderson Triton N " | — | — | — | $92K | 0.4% | |
| American Funds 2025 Target Date Retire R6 " | — | — | — | $59K | 0.3% | |
| Nuveen Small Cap Value R6 " | — | — | — | $57K | 0.3% | |
| American Funds 2020 Target Date Retire R6 " | — | — | — | $52K | 0.2% | |
| PIMCO Total Return ESG Instl " | — | — | — | $20K | <0.1% | |
| American Funds 2010 Target Date Retire R6 " | — | — | — | $17K | <0.1% | |
| American Funds US Government Securities Z " | — | — | — | $15K | <0.1% | |
| AllSpring Special Mid Cap Value R6 Mutual fund | — | — | — | $11K | <0.1% | |
| American Funds 2015 Target Date Retire R6 " | — | — | — | $11K | <0.1% | |
| Neuberger Berman Sustainable Equity R6 " | — | — | — | $3K | <0.1% |