Plan Snapshot
- Plan Sponsor: Bbu, INC.
- Sponsor EIN: 562520491
- Sponsor Address: 355 BUSINESS CENTER DRIVE, HORSHAM, PA, 190443421
- Plan Type: 401(k)
- Plan Number: 200
- Total Participants: 0
- Total Assets: $464.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $464.8M | $0 | $0 |
| 2023 | 0 | $508.2M | $0 | $0 |
| 2022 | 0 | $497.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| TELUS HEALTH US LIMITED | Other Service Provider | $866,750 | — | $866,750 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $530,634 | — | $530,634 |
| JPMCB STRATEGIC PROPERTY FUND | Recordkeeper | $441,080 | — | $441,080 |
| CIBC MELLON GLOBAL SEC SVCS CO | Other Service Provider | $371,205 | — | $371,205 |
| MERCER | Investment Advisor | $282,056 | — | $282,056 |
| BLACKROCK | Other Service Provider | $149,125 | — | $149,125 |
| CBIZ | Other Service Provider | $84,240 | — | $84,240 |
| LOOMIS, SAYLES AND CO | Other Service Provider | $63,335 | — | $63,335 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMCB STRATEGIC PROPERTY FUND — Recordkeeper
- MERCER — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,788,425
- Estimated Expense Ratio: 0.600% 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 | $3,704,284 | $1,555,379 | $950,990 | — | — |
| 2023 | $3,981,076 | $1,859,986 | $800,016 | — | — |
| 2022 | $4,208,900 | $1,349,702 | — | — | — |