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Original filing (PDF)20250825081753NAL0003826691001
BRANFORD CHAIN, INC.
Form 5500
FILING_RECEIVED
BRANFORD GROUP 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
137
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRANFORD CHAIN, INC..
Plan sponsor
Name
BRANFORD CHAIN, INC.
EIN
13-3403556
Address
150 EAST 58TH STREET · 37TH FLOOR · NEW YORK, NY · 10155
Phone
(212) 317-2004
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
30 direct securities· $14.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Carillon Eagle Mid Cap Growth Fund A Mutual Funds | — | — | — | $2.1M | 14.6% | |
| Fidelity Contrafund Mutual Funds | — | — | — | $1.4M | 9.4% | |
| Oakmark Fund Inv Mutual Funds | — | — | — | $1.1M | 7.4% | |
| Fidelity Government Money Market Fund Money Market | — | — | — | $974K | 6.6% | |
| Fidelity Freedom 2025 - Class K Mutual Funds | — | — | — | $829K | 5.6% | |
| Fund ABF LG Cap Val Inv Mutual Funds | — | — | — | $807K | 5.5% | |
| Fidelity Capital Appreciation Mutual Funds | — | — | — | $791K | 5.4% | |
| Fidelity Freedom 2035 - Class K Mutual Funds | — | — | — | $742K | 5.0% | |
| Fidelity Freedom 2045 - Class K Mutual Funds | — | — | — | $660K | 4.5% | |
| Fidelity Freedom 2030 - Class K Mutual Funds | — | — | — | $594K | 4.0% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $552K | 3.8% | |
| Fidelity Diversified International Mutual Funds | — | — | — | $442K | 3.0% | |
| John Hancock Disciplined Value Mid Cap A Mutual Funds | — | — | — | $425K | 2.9% | |
| Fidelity Freedom 2050 - Class K Mutual Funds | — | — | — | $421K | 2.9% | |
| Black Rock Advantage Small Cap Core Investment Mutual Funds | — | — | — | $411K | 2.8% | |
| WA Core Bond FI Mutual Funds | — | — | — | $390K | 2.7% | |
| Fidelity Freedom 2040 - Class K Mutual Funds | — | — | — | $335K | 2.3% | |
| Notes receivable from participants Maturing 2025 to 2030 at interest rate of - | — | — | — | $259K | 1.8% | |
| Fidelity Freedom 2055 - Class K Mutual Funds | — | — | — | $252K | 1.7% | |
| Fidelity International Index Fund Mutual Funds | — | — | — | $233K | 1.6% | |
| Fidelity Small Cap Stock Mutual Funds ** - * Fidelity U.S. Bond Index Fund Mutual Funds | — | — | — | $211K | 1.4% | |
| Fidelity Freedom 2070 - Class K Mutual Funds ** 951 * Fidelity Freedom Income - Class K Mutual Funds ** 470 * Fidelity Government Income Mutual Funds | — | — | — | $186K | 1.3% | |
| Fidelity Freedom 2060 - Class K Mutual Funds | — | — | — | $151K | 1.0% | |
| Columbia Dividend Income A Mutual Funds | — | — | — | $109K | 0.7% | |
| Fidelity Extended Market Index Fund Mutual Funds | — | — | — | $104K | 0.7% | |
| Fidelity Balanced Mutual Funds | — | — | — | $103K | 0.7% | |
| Fidelity Freedom 2065 - Class K Mutual Funds | — | — | — | $42K | 0.3% | |
| Fidelity Freedom 2015 - Class K Mutual Funds | — | — | — | $27K | 0.2% | |
| Fidelity Freedom 2005 - Class K Mutual Funds ** - * Fidelity Freedom 2010 - Class K Mutual Funds | — | — | — | $18K | 0.1% | |
| Fidelity Freedom 2020 - Class K Mutual Funds | — | — | — | $12K | <0.1% |
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