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Original filing (PDF)20251001110900NAL0012512113001
SPRINGBUK, INC.
Form 5500
FILING_RECEIVED
SPRINGBUK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holding~78 bps in Sched C fees
Active participants
87
Accounts w/ balance
105
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GREAT GRAY TRUST AMERICAN FUNDS 2050 FUND (extraction pending)]" is 28% of plan.
- 78 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPRINGBUK, INC..
Plan sponsor
Name
SPRINGBUK, INC.
EIN
81-2608495
Address
525 S. MERIDIAN ST., STE 1B · INDIANAPOLIS, IN · 46225
Phone
(800) 786-4940
Industry
Admin Support & Waste Mgmtsee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 81-2608495 | GREENWOOD VILLAGE, CA | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | INVESTMENT ADVISOR | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPENSATION SYSTEMS INC | 35-1277460 | INDIANAPOLIS, IN | CONTRACT ADMIN | $4K | — |
Investments
10 pooled funds· $4.3M(80% 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 |
|---|---|---|---|---|---|---|
| GREAT GRAY TRST AMFNDS 2050 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.2M | 22.5% | |
| GREAT GRAY TRST AMFNDS 2040 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $879K | 16.3% | |
| GREAT GRAY TRST AMFNDS 2025 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $619K | 11.5% | |
| GREAT GRAY TRST AMFNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $609K | 11.3% | |
| GREAT GRAY TRST AMFNDS 2055 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $546K | 10.1% | |
| GREAT GRAY TRST AMFNDS 2060 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $171K | 3.2% | |
| GREAT GRAY TRST AMFNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $170K | 3.2% | |
| GREAT GRAY TRST AMFNDS 2030 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $69K | 1.3% | |
| GREAT GRAY TRST AMFNDS 2020 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $45K | 0.8% | |
| GREAT GRAY TRST AMFNDS 2065 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $9K | 0.2% |
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