Buc-Ee's 401(k) match, vesting and fees
What Buc-Ee's' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Weaver & Tidwell, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 479 defined-contribution plans in retail trade with 1,000 to 4,999 participants.
| Buc-Ee's: employer contribution per participant | $2,636 | |
| Peer median | $1,023 |
| Buc-Ee's: average balance | $18,518 | |
| Peer median | $43,395 |
| Buc-Ee's: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.23% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $46.2M at the end of plan year 2023 to $70.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,521 | $70.8M | $10.1M | $2,636 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 5,308 | $46.2M | $7.8M | $2,750 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does Buc-Ee's match 401(k) contributions?
The match terms for the Company Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $10.1M in employer contributions, about $2,636 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Buc-Ee's 401(k) match vested?
The vesting schedule for the Company Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Buc-Ee's 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Buc-Ee'S, Ltd..
I left Buc-Ee's. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Buc-Ee'S, Ltd., (346) 774-2215) or the recordkeeper, Schwab Retirement Plan Services,inc. The Buc-Ee's old 401(k) page lists the contacts from every plan filing. Find an old Buc-Ee's 401(k)
Data from the public Form 5500 annual reports Buc-Ee's filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Buc-Ee's. Not financial advice. Report a correction · Methodology