Retirement plan

BULLOCH FABRICATING, INC., 401(K) PROFIT SHARING PLAN

Name: BULLOCH FABRICATING, INC. - BULLOCH FABRICATING, INC., 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BULLOCH FABRICATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BULLOCH FABRICATING, INC., 401(K) PROFIT SHARING PLAN, BULLOCH FABRICATING, INC.

BULLOCH FABRICATING, INC.EIN 75-2159549Plan #001PY 2025

450 EAST PURNELL STREET - LEWISVILLE, TX 750574116972-221-6277bullochfab.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.8M

+15.5% from 2024

Total participants

+13.2% from 2024

Average account balance

$59,083

+8.4% from 2024

Annual return

13.48%

+3.30 pp from 2024

Benchmarks

See 2,194 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,194 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.48%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4291

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$279K

$3719 / participant

Other / not subdivided$279K100.0%

% of EOY assets

7.263%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,083

$104,098-43.2%

$140,514-58.0%

$94,015-37.2%

Participation rate

72.0%

73.7%-1.7pp

77.8%-5.8pp

70.8%+1.2pp

Annual return

13.48%

15.14%-1.7pp

14.36%-0.9pp

17.84%-4.4pp

Employer contribution / active EE

$1,920

$2,388-19.6%

$3,378-43.2%

$2,790-31.2%

Participant deferral / active EE

$2,235

$4,033-44.6%

$4,919-54.6%

$4,249-47.4%

Admin fee / account holder

$4,291

$10,439-58.9%

$13,697-68.7%

$8,951-52.1%

BULLOCH FABRICATING, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BULLOCH FABRICATING, INC., 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion