# Bbu, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bbu-inc-562520491-200

> Bbu, INC.'s 401(k) plan: 0 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:** 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MERCER](https://planprovider.pro/provider/mercer-advisors) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bbu-inc-562520491-200)

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