# Bbu, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bbu-inc-401k-plan-002

> Bbu, INC.'s 401(k) plan: 7,363 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bbu, INC.

- **Sponsor EIN:** 752490530

- **Sponsor Address:** 255 BUSINESS CENTER DRIVE, HORSHAM, PA, 19044

- **Plan Type:** 401(k)

- **Total Participants:** 7,363

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|7,363|$1.2B|$34.8M|$56.9M|

| 2023|7,292|$1.1B|$34.7M|$56.6M|

| 2022|6,870|$948.2M|$32.4M|$53.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$422,252|—|$422,252|

| KREISCHER MILLER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KREISCHER MILLER](https://planprovider.pro/provider/kreischer-miller) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $422,252

- **Estimated Expense Ratio:** 0.035% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$429,020|—|$2,400|—|—|

| 2023|$442,800|—|$900|—|—|

| 2022|$504,453|—|—|—|—|

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