Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Blue Bird
Blue Bird 401(k)
- Manufacturing
- Fort Valley, GA
- EIN 58-0813156
- 1 plan with Schedule H financials
- Plan year 2024
- Blue Bird Corporation
- SEC registrant Blue Bird Body Co
Administrative expenses excluding investment management, per participant · Blue Bird 401(k) Plan · plan year 2024
$61.77
Higher than 30% of the 8,758 plans $50 to 250M that report it.
Source
= $90,000 / 1,457
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919081335NAL0002277729001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919081335NAL0002277729001, received 2025-09-19
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-19.
Cost and contributions
Administrative expenses per participant
$61.77
Higher than 20% of the 9,042 plans $50 to 250M that report it.
Source
= $90,000 / 1,457
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919081335NAL0002277729001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919081335NAL0002277729001, received 2025-09-19
Administrative expenses as a share of assets
0.078%
Higher than 30% of the 9,049 plans $50 to 250M that report it.
Source
= $90,000 / $115,531,540
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919081335NAL0002277729001, received 2025-09-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919081335NAL0002277729001, received 2025-09-19
Employer contributions per participant
$1,725
Higher than 26% of the 9,105 plans $50 to 250M that report it.
Source
= $2,513,969 / 1,457
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919081335NAL0002277729001, received 2025-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919081335NAL0002277729001, received 2025-09-19
Employer share of total contributions
24.2%
Higher than 32% of the 9,112 plans $50 to 250M that report it.
Source
= $2,513,969 / $10,375,005
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919081335NAL0002277729001, received 2025-09-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919081335NAL0002277729001, received 2025-09-19
Plan terms, as stated in Blue Bird Corporation's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2U · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250919081335NAL0002277729001, received 2025-09-19
Full record, Blue Bird 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BLUE BIRD CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Plan name | BLUE BIRD 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Sponsor EIN / plan number | 58-0813156 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Sponsor location | FORT VALLEY, GA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Industry (business code) | 336100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Filing received | 2025-09-19 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Participants, beginning of year | 2,157 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Active participants | 1,895 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Participants, end of year | 2,188 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Participants with an account balance | 1,457 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Total assets, beginning of year | $106,707,091 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Total assets, end of year | $115,531,540 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Net assets, end of year | $115,531,540 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Total income | $27,593,123 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Net income | $8,824,449 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Employer contributions | $2,513,969 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Participant contributions | $6,244,432 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Other contributions (incl. rollovers) | $1,616,604 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Total contributions | $10,375,005 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Benefit payments | $18,672,938 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Total expenses (incl. benefit payments) | $18,768,674 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Total administrative expenses | $90,000 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Recordkeeping fees | $0 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| IQPA audit fees | $90,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Administrative expenses excluding investment management | $90,000 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Held in mutual funds | $96,442,163 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250919081335NAL0002277729001, received 2025-09-19 |
| Independent auditor | CLH CPAS, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250919081335NAL0002277729001, received 2025-09-19 |
Position = column in the DOL layout for form year 2024. Filing 20250919081335NAL0002277729001, received 2025-09-19.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| BLUE BIRD BODY COMPANY | AUDITOR | 10 Accounting (including auditing) | $90,000 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 26 Investment advisory (participants) | $152 | yes |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250919081335NAL0002277729001, received 2025-09-19.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $106,707,091 | $115,531,540 | 8.3% |
| Participants with a balance | 1,431 | 1,457 | 1.8% |
| Administrative expenses | $108,674 | $90,000 | -17.2% |
| Recordkeeping fees per participant | $13.05 | not reported | |
| Employer contributions | $1,672,450 | $2,513,969 | 50.3% |
Prior filing 20240920150027NAL0010621056001, received 2024-09-20; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: BLUE BIRD CORPORATION; SEC registrant: BLUE BIRD BODY CO (CIK 889468, matched by EIN).