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Original filing (PDF)20250724161415NAL0005787921001
BRAUN'S EXPRESS, INC.
Form 5500
FILING_RECEIVED
BRAUN'S EXPRESS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
198
Accounts w/ balance
108
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRAUN'S EXPRESS, INC..
Plan sponsor
Name
BRAUN'S EXPRESS, INC.
EIN
04-2430107
Address
10 TANDEM WAY · HOPEDALE, MA · 01747
Phone
(508) 473-8405
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CA | RECORDKEEPER | $16K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMLIS | — | SPRINGFIELD, MA | BROKER/ADVISER | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON BENEFITS INC | — | DANVERS, MA | CONTRACT ADMIN | $658 | — |
| THE ANGELL PENSION GROUP INC | — | EAST PROVIDENCE, RI | CONTRACT ADMIN | $0 | — |
Investments
5 direct securities · 12 pooled funds· $3.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$2.2M
5 holdings
Pooled Separate Account
$1.3M
7 holdings
Common Collective Trust
$130K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL BLUE CHIP GROWTH I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $589K | 16.4% | |
| Vanguard Growth Index Admiral " | — | — | — | $586K | 16.3% | |
| American Funds Fundamental Investors R6 Mutual fund | — | — | — | $555K | 15.4% | |
| General Account Guaranteed insurance contract | — | — | — | $512K | 14.2% | |
| Vanguard Mid-Cap Growth Index Admiral " | — | — | — | $432K | 12.0% | |
| MM S&P 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $329K | 9.2% | |
| INVESCO GLOBAL STRATEGIC INCOME Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $210K | 5.8% | |
| MASSMUTUAL 40/60 ALLOCATION R5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $88K | 2.5% | |
| Vanguard Small Cap Growth Index Admiral " | — | — | — | $86K | 2.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 000 | Common Collective Trust | — | — | $53K | 1.5% | |
| MASSMUTUAL 80/20 ALLOCATION R5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $44K | 1.2% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4515825 / PN 000 | Common Collective Trust | — | — | $42K | 1.2% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4430771 / PN 000 | Common Collective Trust | — | — | $21K | 0.6% | |
| MASSMUTUAL 60/40 ALLOCATION R5 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $21K | 0.6% | |
| MASSMUTUAL 20/80 ALLOCATION I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $15K | 0.4% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4532033 / PN 000 | Common Collective Trust | — | — | $14K | 0.4% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4509619 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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