# The Budd Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-budd-group-inc-401k-plan

> The Budd Group, INC.'s 401(k) plan: 2,283 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Budd Group, INC.

- **Sponsor EIN:** 560750470

- **Sponsor Address:** PO BOX 25128, WINSTON-SALEM, NC, 271145128

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

- **Total Participants:** 2,283

- **Total Assets:** $5.4M

## 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|2,283|$5.4M|$202,736|$774,586|

| 2023|1,928|$4.6M|$150,391|$578,344|

| 2022|1,780|$3.7M|$0|$493,785|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$63,168|—|$63,168|

| BERNARD ROBINSON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [BERNARD ROBINSON & COMPANY](https://planprovider.pro/provider/bernard-robinson-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $63,168

- **Estimated Expense Ratio:** 1.159% 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|$15,863|—|$15,863|—|—|

| 2023|$18,459|—|$18,459|—|—|

| 2022|$7,180|—|$7,180|—|—|

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