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Original filing (PDF)20251015122720NAL0006067760001
BLUE BIRD, INC.
Form 5500
FILING_RECEIVED
BLUE BIRD, INC. CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
252
Accounts w/ balance
66
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLUE BIRD, INC..
Plan sponsor
Name
BLUE BIRD, INC.
EIN
91-0363620
Address
P.O. BOX 378 · PESHASTIN, WA · 98841
Phone
(509) 548-1700
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
CORDELL, NEHER & COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS | 06-1397347 | — | NONE | $25K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
13 direct securities · 1 pooled fund· $4.8M(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
$4.0M
13 holdings
Common Collective Trust
$794K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| in-interest lessor or similar party or maturity value (d) Cost Value JPMorgan Large Cap Growth Fund Mutual Fund N/A | — | — | — | $1.1M | 22.4% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $794K | 16.4% | |
| MFS Corporate Bond Mutual Fund N/A | — | — | — | $679K | 14.0% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $489K | 10.1% | |
| Fidelity International Capital Appreciation Fund Mutual Fund N/A | — | — | — | $288K | 6.0% | |
| Fidelity Small Cap Growth Fund Mutual Fund N/A | — | — | — | $265K | 5.5% | |
| T Rowe Price Capital Appreciation Fund Mutual Fund N/A | — | — | — | $246K | 5.1% | |
| JPMorgan Equity Income Fund Select Mutual Fund N/A | — | — | — | $220K | 4.6% | |
| Vanguard Mid Cap Value Index Fund Admiral Shares Mutual Fund N/A | — | — | — | $217K | 4.5% | |
| Franklin Small Cap Value Fund Mutual Fund N/A | — | — | — | $193K | 4.0% | |
| Delaware Ivy Mid Cap Growth Mutual Fund N/A | — | — | — | $187K | 3.9% | |
| DFA International Core Equity Portfolio Mutual Fund N/A | — | — | — | $76K | 1.6% | |
| Cohen & Steers US Reality Common/Collective Trusts N/A | — | — | — | $55K | 1.1% | |
| DFA Emerging Market Core Equity Mutual Fund N/A | — | — | — | $36K | 0.8% |
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