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Original filing (PDF)20250829101406NAL0022039218001
BRUNSWICK GROUP, LLC
Form 5500
FILING_RECEIVED
BRUNSWICK 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
386
Accounts w/ balance
661
Plan assets (EOY)
$89.5M
Net assets (EOY)
$89.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 27 bps in Schedule C fees — 69% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRUNSWICK GROUP, LLC.
Plan sponsor
Name
BRUNSWICK GROUP, LLC
EIN
20-1591418
Address
1114 6TH AVENUE · 24TH FLOOR · NEW YORK, NY · 10110
Phone
(212) 333-3810
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $171K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | — | BOSTON, MA | AUDITOR | $22K | — |
Investments
25 direct securities · 1 pooled fund· $89.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$88.7M
25 holdings
Common Collective Trust
$759K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2050 TARGET DATE FUND R6 | — | — | — | $13.4M | 15.0% | |
| AMERICAN FUNDS 2045 TARGET DATE FUND R6 | — | — | — | $12.0M | 13.4% | |
| AMERICAN FUNDS 2055 TARGET DATE FUND R6 | — | — | — | $10.1M | 11.3% | |
| EMPOWER S&P 500 INDEX INST | — | — | — | $8.4M | 9.3% | |
| AMERICAN FUNDS 2035 TARGET DATE FUND R6 | — | — | — | $7.8M | 8.8% | |
| AMERICAN FUNDS 2040 TARGET DATE FUND R6 | — | — | — | $6.5M | 7.3% | |
| AMERICAN FUNDS 2060 TARGET DATE FUND R6 | — | — | — | $6.3M | 7.0% | |
| PUTNAM GROWTH OPPORTUNITIES Y | — | — | — | $6.0M | 6.7% | |
| AMERICAN FUNDS 2030 TARGET DATE FUND R6 | — | — | — | $4.8M | 5.4% | |
| AMERICAN FUNDS 2025 TARGET DATE FUND R6 | — | — | — | $3.8M | 4.2% | |
| EMPOWER S&P MID CAP 400 INDEX INST | — | — | — | $1.3M | 1.5% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 | — | — | — | $1.0M | 1.1% | |
| J P MORGAN EQUITY INCOME R6 | — | — | — | $930K | 1.0% | |
| FRANKLIN SMALL CAP GROWTH R6 | — | — | — | $870K | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 | — | — | — | $856K | 1.0% | |
| EMPOWER S&P SMALL CAP 600 INDEX INST | — | — | — | $847K | 0.9% | |
| PUTNAM INCOME Y | — | — | — | $820K | 0.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $759K | 0.8% | |
| PIMCO INCOME INSTL | — | — | — | $607K | 0.7% | |
| MACQUARIE MID CAP GROWTH R6 | — | — | — | $538K | 0.6% | |
| AMERICAN FUNDS 2020 TARGET DATE FUND R6 | — | — | — | $504K | 0.6% | |
| Participant loans | — | — | — | $438K | 0.5% | |
| MFS MID CAP VALUE R3 | — | — | — | $348K | 0.4% | |
| FRANKLIN SMALL CAP VALUE R6 | — | — | — | $291K | 0.3% | |
| DWS REEF REAL ESTATE SECURITIES S | — | — | — | $152K | 0.2% | |
| AMERICAN FUNDS 2010 TARGET DATE FUND R6 | — | — | — | $110K | 0.1% |
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