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Original filing (PDF)20251003110828NAL0003269282001
BUKAS LIGHTING GROUP, INC.
Form 5500
FILING_RECEIVED
BUKAS LIGHTING GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
203
Accounts w/ balance
204
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (29 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BUKAS LIGHTING GROUP, INC..
Plan sponsor
Name
BUKAS LIGHTING GROUP, INC.
EIN
83-4093820
Address
3609 SWENSON AVENUE · ST. CHARLES, IL · 60174
Phone
(630) 889-8100
Industry
Manufacturingsee 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
2025-10-03
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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL-SMS SERVICE PROVIDER | — | SAN DIEGO, CA | NONE | $20K | — |
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $6K | — |
Investments
36 direct securities· $9.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund - Class R6 | — | — | — | $1.6M | 17.1% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 | — | — | — | $1.3M | 13.9% | |
| BlackRock Large Cap Index Fund Class K | — | — | — | $933K | 10.3% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 | — | — | — | $759K | 8.4% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 | — | — | — | $725K | 8.0% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 | — | — | — | $687K | 7.6% | |
| Nuveen Lifecycle Index 2045 Fund - Class R6 | — | — | — | $612K | 6.8% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 | — | — | — | $397K | 4.4% | |
| Harbor Capital Harbor Capital Appreciation Fund Institutional Class | — | — | — | $359K | 4.0% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 | — | — | — | $308K | 3.4% | |
| Invesco Oppenheimer International Growth Fund Class Y | — | — | — | $204K | 2.3% | |
| BlackRock iShares Russell Mid Cap Index Fund Class K | — | — | — | $165K | 1.8% | |
| BlackRock iShares Russell 2000 Small Cap Index Fund Class K | — | — | — | $131K | 1.4% | |
| Nationwide** Nationwide Geneva Small Cap Growth Fund Institutional Service Class | — | — | — | $121K | 1.3% | |
| BlackRock High Yield Portfolio-Class K | — | — | — | $107K | 1.2% | |
| to 10.50 percent - | — | — | — | $105K | 1.2% | |
| Baron Capital Group, Inc. Baron Asset Fund Institutional Class | — | — | — | $79K | 0.9% | |
| Nationwide** Nationwide Fixed Select Option | — | — | — | $70K | 0.8% | |
| Virtus Seix Floating Rate High Income Fund I | — | — | — | $67K | 0.7% | |
| Columbia Contrarian Core Institutional 3 Class | — | — | — | $64K | 0.7% | |
| Bank of New York Mellon BNY Mellon Bond Market Index Fund Class I | — | — | — | $58K | 0.6% | |
| MFS Value Fund Class R6 | — | — | — | $47K | 0.5% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 | — | — | — | $45K | 0.5% | |
| Nuveen Small Cap Value Fund I | — | — | — | $44K | 0.5% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 | — | — | — | $32K | 0.4% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $27K | 0.3% | |
| ClearBridge Mid Cap Fund Class I | — | — | — | $24K | 0.3% | |
| Principal Global Principal Global Real Estate Securities Fund Institutional Class * 626 Principal Real Estate Securities Fund Institutional Class | — | — | — | $23K | 0.3% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 | — | — | — | $23K | 0.3% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | — | — | — | $15K | 0.2% | |
| Nuveen Lifecycle Index Retirement Income Fund R6 | — | — | — | $7K | <0.1% | |
| Voya Fixed Account | — | — | — | $5K | <0.1% | |
| PIMCO Commodity Real Return Strategy Fund Institutional Class | — | — | — | $3K | <0.1% | |
| Baird Core Plus Bond Fund Institutional Class | — | — | — | $3K | <0.1% | |
| PIMCO International Bond Fund (U.S. Dollar Hedged) Institutional Class * 530 PIMCO Real Return Fund Institutional Class | — | — | — | $1K | <0.1% | |
| Neuberger Berman Intrinsic Value Fund Institutional Class | — | — | — | $1K | <0.1% |
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