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Original filing (PDF)20251015141056NAL0006372272001
BROTHER INTERNATIONAL CORPORATION
Form 5500
FILING_RECEIVED
BROTHER USA RETIREMENT PLAN
401(k) retirement plan
Active participants
867
Accounts w/ balance
1,167
Plan assets (EOY)
$265.6M
Net assets (EOY)
$265.6M
How this plan invests
This plan
12 pooled trusts
Schedule D
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROTHER INTERNATIONAL CORPORATION.
Plan sponsor
Name
BROTHER INTERNATIONAL CORPORATION
EIN
22-3142007
Address
200 CROSSING BOULEVARD · BRIDGEWATER, NJ · 08807
Phone
(908) 704-1700
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
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
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $108K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER ADVISORY GROUP LLC | — | NEW YORK, NY | AUDITOR | $51K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $52K | — |
Investments
13 direct securities · 12 pooled funds· $264.5M(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.
Common Collective Trust
$142.9M
12 holdings
Uncategorized
$121.6M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Contrafund K6 | — | — | — | $38.8M | 14.6% | |
| Group Fidelity Investments Fidelity 500 Index | — | — | — | $33.0M | 12.4% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $28.4M | 10.7% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $22.5M | 8.5% | |
| T. ROWE PRICE STABLE VALUE T. ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $20.0M | 7.5% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $17.9M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $17.7M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $13.4M | 5.0% | |
| Janus Capital Group Inc. Janus Henderson Enterprise N | — | — | — | $12.6M | 4.8% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.4M | 2.8% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $6.7M | 2.5% | |
| Macquarie Small Cap Core Fund Macquarie Small Cap Core R6 | — | — | — | $6.2M | 2.3% | |
| The Vanguard Group, Inc. Vanguard Equity Income Fund | — | — | — | $6.1M | 2.3% | |
| Dodge & Cox Funds Dodge & Cox Income Fund | — | — | — | $4.9M | 1.8% | |
| American Funds by Capital American Funds Europacific Growth Fund R6 | — | — | — | $4.8M | 1.8% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.6% | |
| MFS Investment Managers MFS Mid Cap Value R6 | — | — | — | $4.1M | 1.5% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $3.1M | 1.2% | |
| Notes receivable from participants 4.25% to 9.50% | — | — | — | $2.7M | 1.0% | |
| Fidelity Investments Fidelity Extended Market Index Fund | — | — | — | $2.7M | 1.0% | |
| Fidelity Investments Fidelity Global Extended US Index Fund | — | — | — | $2.6M | 1.0% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| VANGUARD TARGET RETIRE INCOME TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $326K | 0.1% | |
| The Vanguard Group, Inc. Vanguard Federal Money Market Fund | — | — | — | $143K | <0.1% |