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Original filing (PDF)20250801101819NAL0003148195001
SFB BUCK, LLC
Form 5500
FILING_RECEIVED
BUCK DISTRIBUTING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
10 service providers
Active participants
69
Accounts w/ balance
109
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SFB BUCK, LLC.
Plan sponsor
Name
SFB BUCK, LLC
EIN
85-0897336
Address
15827 COMMERCE COURT · UPPER MARLBORO, MD · 207747400
Phone
(301) 952-0400
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-01
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $23K | — |
| AMERICAN CENTURY INVESTMENT MGT | 20-0623152 | — | NONE | $0 | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| OAKMARK | 04-3276558 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| BAIRD FUNDS | — | MILWAUKEE, WI | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| BLACK ROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| LOOMIS - SAYLES - NATIXIS - HANSBER | 04-3200030 | — | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $15.5M(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.
Uncategorized
$15.0M
27 holdings
Common Collective Trust
$406K
1 holding
Mutual Funds
$56K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2030 Inv Mutual Funds N/R | — | — | — | $2.3M | 15.1% | |
| T Rowe Price Retirement 2040 Inv Mutual Funds N/R | — | — | — | $2.2M | 14.6% | |
| T Rowe Price Retirement 2025 Inv Mutual Funds N/R | — | — | — | $2.0M | 13.1% | |
| T Rowe Price Growth Stock Inv Mutual Funds N/R | — | — | — | $1.5M | 9.6% | |
| T Rowe Price Global Technology Inv Mutual Funds N/R | — | — | — | $1.4M | 9.2% | |
| T Rowe Price Retirement 2050 Inv Mutual Funds N/R | — | — | — | $1.3M | 8.6% | |
| T Rowe Price Retirement 2035 Inv Mutual Funds N/R | — | — | — | $599K | 4.0% | |
| T Rowe Price Retirement 2045 Inv Mutual Funds N/R | — | — | — | $551K | 3.7% | |
| T Rowe Price Retirement 2055 Inv Mutual Funds N/R | — | — | — | $459K | 3.0% | |
| Columbia Large Cap Index Fund Mutual Funds N/R | — | — | — | $414K | 2.8% | |
| Stable Value Fund * T Rowe Price Stable Value Common Trust Common Trust Fund N/R | — | — | — | $406K | 2.7% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $406K | 2.7% | |
| Baird Core Plus Bond Inst Mutual Funds N/R | — | — | — | $394K | 2.6% | |
| T Rowe Price Retirement 2060 Inv Mutual Funds N/R | — | — | — | $263K | 1.7% | |
| T Rowe Price Equity Income Inv Mutual Funds N/R | — | — | — | $209K | 1.4% | |
| Fund * Notes receivable from participants Interest rates: 4.25% - 9.75% $0 | — | — | — | $184K | 1.2% | |
| Oak mark Equity and Income Fund Mutual Funds N/R | — | — | — | $149K | 1.0% | |
| Interest Bearing Cash * T Rowe Price Government Money Market Interest Bearing Cash N/R | — | — | — | $129K | 0.9% | |
| T Rowe Price Retirement 2020 Inv Mutual Funds N/R | — | — | — | $120K | 0.8% | |
| DFA Real Estate Securities Fund Inst Mutual Funds N/R | — | — | — | $85K | 0.6% | |
| Franklin Mutual Global Discovery Mutual Funds N/R | — | — | — | $74K | 0.5% | |
| T Rowe Price Small Cap Value Inv Mutual Funds N/R | — | — | — | $73K | 0.5% | |
| T Rowe Price Inflation Protected Bond Mutual Funds N/R | — | — | — | $72K | 0.5% | |
| Blackrock Mid-Cap Growth Equity Inst Mutual Funds N/R | — | — | — | $72K | 0.5% | |
| Fund- Class Z Loomis Sayles Small Cap Growth Mutual Funds N/R | — | — | — | $64K | 0.4% | |
| American Century Mid Cap Mutual Funds N/R | Mutual Funds | — | — | $56K | 0.4% | |
| MFS Institutional International Equity Fund Mutual Funds N/R | — | — | — | $52K | 0.3% | |
| T Rowe Price Retirement Balanced Inv Mutual Funds N/R | — | — | — | $46K | 0.3% | |
| T Rowe Price Retirement 2065 Inv Mutual Funds N/R | — | — | — | $23K | 0.2% |
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