Bulab Holdings 401(k) match, vesting and fees
What Bulab Holdings' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Watkins Uiberall, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Bulab Holdings: employer contribution per participant | $5,553 | |
| Peer median | $2,038 |
| Bulab Holdings: average balance | $272,031 | |
| Peer median | $72,907 |
| Bulab Holdings: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.20% |
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 $206M at the end of plan year 2021 to $185M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 739 | $185M | $3.8M | $5,553 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 756 | $184M | $3.2M | $4,560 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 776 | $166M | $4M | $5,660 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 764 | $206M | $3.7M | $5,306 | 0.05% | Not published | Form 5500 ↗ |
Other Bulab Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bulab Employee Stock Ownership Plan
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.
| Independent auditor | Watkins Uiberall (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Bulab Holdings match 401(k) contributions?
The match terms for the Bulab Profit Sharing and 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.8M in employer contributions, about $5,553 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bulab Holdings 401(k) match vested?
The vesting schedule for the Bulab Profit Sharing and 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bulab Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Bulab Profit Sharing 401k Plan Committee.
I left Bulab Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bulab Profit Sharing 401k Plan Committee, (901) 278-0330) or the recordkeeper, The Vanguard Group, Inc.. The Bulab Holdings old 401(k) page lists the contacts from every plan filing. Find an old Bulab Holdings 401(k)
Data from the public Form 5500 annual reports Bulab Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Bulab Holdings. Not financial advice. Report a correction · Methodology